Core Viewpoint - The investment strategy focuses on a balanced portfolio between low-cost funds and individual stocks, emphasizing long-term holding and understanding market dynamics beyond mere financial metrics [1] Group 1: Investment Strategy - The portfolio is approximately 50% in low-cost funds and 50% in single stocks, reflecting a balanced investment approach [1] - The investment philosophy prioritizes holding stocks for at least 10 years, avoiding market timing [1] - The analysis of stocks goes beyond P/E ratios, focusing on supply and demand dynamics and predicting human behavior [1] Group 2: Market Perspective - The market is viewed as a meeting point of demand and supply, with a strong emphasis on understanding market sentiment and momentum [1] - There is a belief that many investors do not fully grasp the forward-looking nature of the market [1] - The approach to investing requires creativity, curiosity, and a willingness to go against prevailing trends [1] Group 3: Current Investment Focus - The current bullish outlook includes companies such as AMD, PLTR, TSLA, as well as broad US equities and Bitcoin [1]

Market Trends & Sentiment - AI coins are experiencing a battle between left and right curve, with meme coins potentially overshadowing fundamentals [1] - "Stink index" is considered a bull market indicator, mirroring Bitcoin's price discovery [1] - Positive sentiment surrounds @ReiNetwork0x's latest AI model after public access release [1] Institutional Interest & Investment - Greyscale's AI crypto sector spotlight includes @virtuals_io and TAO, indicating institutional interest in emerging tech innovation [2] - Institutions are increasingly focusing on fundamentals like revenue generation for capital allocation decisions [3] Revenue & Financial Performance - Fartcoin experienced inflows of $8 million [1] - @ionet's compute revenue continues, generating between $20 thousand and $60 thousand per day [2] - @virtuals_io experienced 7-figure net inflows [3]

RETURN TO FUNDAMENTALS. ...

Group 1 - Leveraged ETFs are generally viewed as poor investment vehicles due to high expenses and volatility, often launched after investment narratives have already occurred [1] - The investment strategy discussed involves a balanced portfolio of low-cost funds and single stocks, with a focus on long-term holding and understanding market dynamics beyond just numerical analysis [2] - The analyst expresses a bullish outlook on specific stocks including AMD, PLTR, TSLA, and Bitcoin, indicating a positive sentiment towards these investments [2] Group 2 - Leveraged products like SOXL are associated with high risks, including potential for amplified losses and high expense ratios, suggesting caution for investors [4] - The article emphasizes the importance of conducting personal research and aligning investments with individual financial objectives and risk tolerance [4]

technical analysis 🤝 fundamentals https://t.co/bl7jLh2fBD ...

arb july 16th unlock creates short term noise.14 builders shipping plus timeboost hitting 15m annually.the fundamentals win. ...

RT Token Terminal 📊 (@tokenterminal)Great to see more focus on fundamentals, thanks for the list @stacy_muur! 📊🫡To protocols that aren’t listed:Our DMs are open & we’re excited to work w/ you to get your metrics displayed on TT & across our growing set of distribution partners, like @Bloomberg & @binance. ...

Great to see more focus on fundamentals, thanks for the list @stacy_muur! 📊🫡To protocols that aren’t listed:Our DMs are open & we’re excited to work w/ you to get your metrics displayed on TT & across our growing set of distribution partners, like @Bloomberg & @binance.Stacy Muur (@stacy_muur):Full list of protocols that have >$1M in generated monthly revenue.Just 36 names.Read this as a map of protocols that achieved a product-market fit.Source: @tokenterminal. https://t.co/q3vqdjC3ff ...

Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917 ...

As stocks continue to rise, we talked about this. The S&P is just like 17 points off a record high right now. And my next guest says the underlying trend remains positive for equities, including for the large caps, which she likes here.Kate Morris, CIO at City Wealth. Kate, anything about the Fed here affect your your view on stocks. Look, weak dollar is certainly got to be a boost, although maybe it's not about the Fed, as Muhammad just said.Yeah. Well, look, I think the equity market is looking past anyth ...