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
Message should be clear that we don’t want wars and manipulated stock markets!
It’ll take time for inflation to come down, but lower oil prices will be the first step InshaAllah.
$AEHR has a backlog of 100M, guides yearly 150M revenue and trades at a $1.8 billion valuation.
When I was doing startups a decade and half ago, these were series E software startup valuation figures - 10x revenue. That was with 70%+ margins while AEHR guides for 20%.
I always tell my group to differentiate between a high beta trading stock and a long term hold.
Folks buying $AEHR for long term here won’t make it.
Halal Investor retweeted
IRAN REJECTS US APPROACH AS “UNACCEPTABLE”
Iran's Foreign Ministry spokesperson criticized Washington's approach, saying Tehran will not accept being treated with a “top-down attitude.”
The spokesperson emphasized sovereign equality and national self-determination, accusing the US of violating international principles in its dealings with Cuba, Venezuela and Palestine.
The comments come amid reports of potential progress in US–Iran diplomatic talks.
$DELL Close to testing the gap now.
Trump pumps getting destroyed before the mid terms.
Is this huge prize in room with us right now? @altcap
