MSTR grew from 68.52 on 1/2 to 384.79 today = 662% growth. Don’t think Shay knows what he’s talking about.
.
I think he didn’t include any crypto related equities. Yes, he also left out some stocks e.g. VST.
At this rate, I might have to buy some MSTU and SMCI, join the momentum 
I think market has moved into a momentum first, fundamental second mood.
In a bull market, momentum is what matters. Follow momentum!
I am not as nimble as you. I will stick to the few things I think I know a little bit about.
I think we are getting into bubble territory. If Trump went through with 60% tariffs and mass deportation, we will likely have a very nasty recession around 2026? Forget cutting rates, Powell may need to raise as tariffs and deportation are hugely inflationary.
But bubble is still inflating, so still need to ride on the tiger.
1 Like
I am not nimble at all. I should pay more attention to stocks @hanera picks.
I rely too much on fundamentals which means I miss all the names that move fast. Ive found it saner to stick to leveraged etfs and drip and cash out over time.
Market becomes jittery while waiting for NVDA to report AH.
.
I make minimum changes in my growth (for speculation) portfolio, mostly get rid of less promising stocks. I don’t like changes because of the need to do DD again… time consuming.
If you want to follow momentum, (not financial advice) you can follow this ex-GS alumni, Danny Cheng
I follow his tweets but didn’t subscribe to his patreon nor his picks. His current top three are NVDA, PLTR and MSTR. TSLA is fast becoming his top 4th.
1 Like
Still not sure what’s behind the sharp rise in the dollar. Interest rates have backed off a bit. If Trump’s deregulation is going to act as economic stimulus like it did the first time that is likely a year off. Stocks are ignoring the dollar’s rise even though half the S&P’s earnings come from abroad and a higher dollar pressures that. Gold decided to also ignore it and is roaring back.
.
Yield up
Investors selling bonds hence yield up.
Inflation fears spark bonds selling.
Impending very high import tariffs and massive deportation create inflation fears.
As of today’s close 10Y yield up just 0.13 since the election. Dollar index up nearly 5%; Euro will soon be at parity the dollar at this rate.
Tariffs don’t change the money supply and weren’t inflationary in Trumps first term. Hard to see how deporting 10 million consumers is inflationary. These people are getting massive public money to spend on top of whatever they are earning.
Now is perception, later is reality 
Whatever. Guess we’ll see in a year or so.
Dollar up 0.5% today, gold up 1.6%.
Doesn’t make a lot of sense.