Keeping it halal and sharing my research. Subscribe on Substack below for Discord access.
Joined June 2025
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To show you guys how I think through my swings, I wrote a FREE post recapping the incredibly successful trading week last week. Link in first reply.
I go through the thought process of every trade and here are the numbers -
$MU: 5%
$DELL rounds 1&2: 8%
$MU round 2: 12%
$PENG: 8%
$META: 6%
$GOOGL, $LLY, $ISRG: 2-3% each
I want $SPCX to drop hard just so grifters like him can’t dump on retail at the highs.
Over the last week I built a bottoms up SpaceX financial model through the end of 2028
The numbers that came out are insane
There are wide error bars given how quickly things are changing but I wanted to distill something complicated into something that can at least be debated
* This is not investment advice!!!
** Sequoia is a major SpaceX shareholder
*** Past performance is not indicative of future results
Halal Investor retweeted
Reddit call was absolutely fascinating. Everyone should listen to it as a bellwether for where the internet is going
- AI Mode is increasingly default Google experience
- AI Mode provides rich info and data in line, less incentive to leave search
- AI Mose incentivizes dialog, Google wants to keep you engaged to serve more ads at each turn
- Google will milk search for as much revenue as possible as they transition from a search company to a cloud service and chip company
- As traffic from humans becomes more scarce this will put Google in an increasingly adversarial position to the rest of the internet
- This is a massive headwind to all media type companies who are not destinations
- This is a massive headwind to all content-driven go-to-market motions especially in the SMB. You have seen companies like HubSpot and Monday.com get crushed by this funnel collapse
We are entering the end game - a knife fight for the remaining and dwindling volume of human traffic on the internet
$SMH tracking nicely.
Halal Investor retweeted
#1 rule is don't marry a stock. Only trade it if the chart is good. And if nothing looks good, do something else.
Halal Investor retweeted
The AI trade began with Jensen talking about amazing tech and its purpose.
Then over the past few months he started talking about his stock. That's when you knew the trade was getting crowded.
Tough lesson for many new traders -
Never be a perma bull or bear. Be nimble, else this market will chew you up and spit you out.
I switched from weekly recaps to daily recaps for my subs for exactly this reason. And the group is safe from this crash Alhamdulillah.
$QQQ Hope you listened.
$SPY washout coming! If you’d have just read my daily market recaps, you’d know.
Coming on X to justify your investments while they’re in a down cycle is the worst place to be. Seeing many perma-bulls do that recently.
They’d rather take a 40%+ loss than just cut at the first sign of weakness. Unbelievable.
$SNDK PTs lowered across the board.
Thats why you don’t trust analyst price targets. They’re lagging indicators.
$MU Best feeling is when my group is thriving while market takes a dive. Alhamdulillah!
