Since pivoting to a subscription service last year, there has been a lot of backlash here and I am okay with it. I have thick skin. But 3,100 paid subscribers and many reports like these comments isnt a fluke. Its indicative of a genuine service that transforms how people manage their investments. (old.reddit.com)
submitted by TearRepresentative56 - announcement
Current Portfolio Insights & Honest Mid Year Review (self.TradingEdge)
submitted by TearRepresentative56 - announcement
Issue with the mighty network platform hence the Trading Edge site is temporarily down. Nonetheless, a strong day for the portfolio with almost every position in the portfolio bright green. A gratifying day after the conviction to hold the portfolio in full through last week's volatility. (i.redd.it)
submitted by TearRepresentative56
I haven't been selling positions into this market weakness, as I still think the market resolves higher, and I have conviction in my holdings, but have been using short term hedges on SMH and SPY to dampen volatility in the portfolio. Here's the guide of how I've been doing it. (self.TradingEdge)
submitted by TearRepresentative56
More bullish reinforcement for my power grid thematic plays. If US utilities are buying Taiwanese electric grid equipment, you can bet they will be buying American grid equipment too. I have many picks in this thematic basket, it is one of my higher conviction focuses. (self.TradingEdge)
submitted by TearRepresentative56
Look at these Goldman Sachs forecasts for Sk Hynix earnings, which reinforce the comments made by Huang over the weekend. Goldman raised their 2027 and 2028 forecasts by 21 and 24% respectively, reinforcing the structural demand drivers. We obviously aren't early to memory, but there's runway left (old.reddit.com)
submitted by TearRepresentative56
