Top shared and followed Daily Podcast for stock picks … Not financial advice. All charting using @trendspider
Atlanta, GA
Joined April 2020
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A long podcast and newsletter today and I still feel I left a lot of details out. The market is filled with narratives, but I do believe the most important one right now.
✅ Just like with the $SPCX IPO - mega cap tech is being sold off in order to raise cash for that IPO and we should see the markets return to normal soon.
Here are the topics today:
📉 AI spending reckoning: $AMZN , $GOOG , and $INTC put earnings, debt, and cash flow under the microscope.
🛎️ Dip-buying watch list: $MRVL under $200, $NOW under $100, plus $GOOG , $FTNT , and memory stocks.
📊 My portfolio playbook: Lessons from $NVDA , taking profits, and comparing $VGT , $XLK , and $QQQ .
🤖 Free AI morning-prep hack: How I use Muse for a market briefing—plus a referral-token offer.
Listen on Spotify, YouTube, Apple Podcasts and commercial FREE at dailystockpick.substack.com
And go to dailystockpick.app and search any stock symbol to see what my process says about it.
DailyStockPick⚡ retweeted
The Bottom Catcher indicator by @rockregan is one of our most popular for a reason.
Scan for stocks showing stochastic recovery, ATR-scaled candle strength, and relative volume all on the same bar.
trendspider.cc/BCFinder
DailyStockPick⚡ retweeted
This is f*cking insane. SpaceXAI engineer:
“SpaceXAI pays me $1.2M a year because i know how to build 150+ GrokBot teams that ship 1200+ updates a day while i sleep.
I haven’t written code by hand in months. I set the rules, then check what the bots deliver.”
In a 1-hour livestream, she starts with an empty GitHub and zero bots. 72 hours later, her team has built a company run by bots.
Here’s the system:
step 1 → give each bot one clear role and its own computer in the cloud.
step 2 → teach it a task once. it saves the process as a reusable skill.
step 3 → connect the bots in one group chat so they can hand work to each other.
step 4 → set the rules, let the team run, then check what gets done.
Even the 4 a.m. run happens with your laptop closed.
GrokBot → skills → bot team → one group chat → a company that runs itself
SpaceXAI calls it “a persona, not a task.”
Anyone can open a new GrokBot chat. the real unlock is building a team that keeps working without you.
This 1-hour tutorial is worth more than most $2,000 agentic engineering courses.
Bookmark it and watch today
Then read the article below ↓
Happy birthday @AceTheKid …. Half my age and probably triple my net worth when you’re my age. 🙏🙏
I turned 24 years old today…
If there’s one thing I’m learning about my twenties it’s that I CONSTANTLY feel ahead and behind at the same time. It’s a weird paradox that leaves me working harder than ever and more proud of myself by the day.
I’ve hit milestones I used to dream of, worked with some of the biggest people/companies in the trading industry. Doing things that my younger self would think is so awesome. I’m excited to grow more and get better every single day and I can genuinely say I’m proud of the man I am right now and the man I will become.
Thank you to everyone that’s supported me on this journey of me chasing my dreams. I’m excited for the next chapter in my life.
In today's weekend newsletter I give you 2 strategies:
1. Goldman Sachs - back tested chart strategy in Trendspider with a 100% win rate that's about to signal and entry.
2. Midterms - a 100% win rate going back 50 years with an average win of over 16% in the next 7 months.
Both of these are entering this week and BOTH offer huge upside. Is this time different.
Read it at dailystockpick.substack.com
DailyStockPick⚡ retweeted
OKTA JOINS THE S&P 500, BUT AT WHAT COST?
Okta $OKTA is joining the S&P 500 $SPY, replacing Kenvue $KVUE following its pending acquisition by Kimberly-Clark $KMB.
Okta is a strong cybersecurity company specializing in identity management, with revenue growing 11% YoY, a 13% GAAP operating margin, and a 28% free cash flow margin.
However, trading at roughly 11-12x sales with a beta of 0.73 versus Kenvue’s 0.45, I believe Okta remains expensive and introduces additional volatility into the index.
This reflects a broader trend of the S&P 500 becoming increasingly exposed to growth stocks with premium valuations, so don’t be surprised if market swings become much sharper in both directions.
DailyStockPick⚡ retweeted
DAN IVES: WE’RE ONLY 15% THROUGH THE AI BUILDOUT
Full video on YouTube in the first reply ↓
I sat down with Dan Ives at Zeta Live to discuss $NVDA, $MSFT, $AAPL, $CRWD, $SNOW, $GOOGL, $MRVL, $AVGO and where he sees the AI trade heading into 2027.
@DivesTech believes we’re still less than 15% through the AI buildout, with $3-4T of spending ahead and the next wave of opportunities expanding from chips and hyperscalers into software and cybersecurity.
We also covered his top picks, the memory supercycle, US vs. China and why he thinks Wall Street keeps getting distracted by bearish narratives.
I did an interview with a 23 year old trader @WOLF_TradingX
🚨 BOOMER ADVICE INCOMING
youtu.be/n3KvDKiY0-Q?is=2LvA…
DailyStockPick⚡ retweeted
"Sidekick, make the strategy EVEN BETTER..."
And somehow, it managed to do just that. $ONDS
5X the return of buy and hold with less than half the drawdown.
20% average win, -5% average loss on a 49% win rate...
trendspider.cc/ONDSOpenATRSt…
BUCKLE UP...
This algo has historically returned TRIPLE buy and hold, and it just gave an entry signal saying $ONDS is about to RIP... 🤯
trendspider.cc/ONDS1hrORB
DailyStockPick⚡ retweeted
sometimes i look at @trendspider with awe... how the fuck, like the literal fuck, did we, of all people, build this incredible thing without a penny of VC money? how is this even possible?
so proud of the team. everyone involved works so hard and cares so much. and so grateful for everyone here on x who put us on the map. building great tech is pointless if no one cares or uses it. you guys keep us going every day.
with gratitude <3
youtube.com/watch?v=640Urxvu…
DailyStockPick⚡ retweeted
BREAKING: This person made millions.
Someone bought $13K of Intel $INTC puts yesterday afternoon, hours before earnings. They’re now worth about $1.8 million.
The $68 puts expiring today were 25% out of the money and cost $0.03 each. About 4,400 contracts traded, 90% at the ask. After Intel’s earnings, the puts hit $4.05, roughly a 135x gain (+13,400%).
The Unusual Whales bot tagged the plays, too.
DailyStockPick⚡ retweeted
Five years from now young investors will look back at this market and realize what an extraordinary opportunity fear created. And that opportunity could get even bigger in the days and weeks ahead. Nothing creates greater price misallocations than fear and greed. We’re living through one of those moments right now. And with fear creating opportunities in some of the world’s strongest businesses there’s little reason to take on the added risk of speculative companies.
DailyStockPick⚡ retweeted
There it is.
Over 60% of the S&P 500's components are now in bear market territory, down -20% or more from their record highs.
Four of the Magnificent 7 stocks are now in bear market territory, with these seven names erasing a combined -$4 trillion in market cap since their highs.
We are in a "stealth" bear market.
And, we believe it's a huge opportunity as we outlined below on October 15th.
DailyStockPick⚡ retweeted
We gave Claude Opus 5.5 one goal:
Beat the Nasdaq. 🧠
$QQQ: +63.8%
$QLD: +111.5%
Opus 5.5 Strat: +126.8%
Add this strategy for free 👇
trendspider.cc/QLDScalper
DailyStockPick⚡ retweeted
AMAZON $AMZN CEO ANDY JASSY JUST SAID:
"WE HAVE EVEN MORE CONVICTION THAN WE ALREADY HAD THAT THE INVESTMENT WE'RE MAKING IN AWS WILL YIELD A MUCH LARGER REVENUE AND FREE CASH FLOW GENERATING BUSINESS THAN WE WOULD'VE IMAGINED A FEW YEARS AGO... WE ARE IN A 10 TO 20 YEAR CYCLE"
AMAZON $AMZN IS DUMPING ON AN EARNINGS DOUBLE MISS, DOWN 10% 🩸🩸🩸
Q3 EPS: $1.89 vs $1.97 est ❌
Q3 Sales: $201.944B vs $202.308B est ❌
And you’re not going to buy the dip? $AMZN
AMAZON $AMZN CEO ANDY JASSY SAYS AMAZON COULD HAVE TWO TRILLION-DOLLAR REVENUE BUSINESSES WITHIN 10 YEARS
"There has never been a trillion dollar revenue business, and we may have two of them in the next 5-10 years."
For context, Amazon brought in $201.9 billion in revenue last quarter, and AWS alone is on a $184 billion annual run rate.
. @SullyCNBC with the Seinfeld reference of “it was real and it was spectacular” …. Keep on giving gold Sully