Fool's Edge
@Fools_Edge
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A dummy that's learning
Joined July 2023
Took profit on most of my tariff plays. These retail focused names all hella ran up. As the market starts to price this in, my edge fades, so I am taking profit. Still got a portion holding thru 10:00 am tmrw. But kinda silly to not take profit when up 50-150% in a couple days!
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Bought these this morning and yesterday after some more research. $ELF is VERY impacted by tariffs! Much more so than $as and $amzn Man these are just so -chefs kiss- plays. Freaken LOVE this game. 🥰 Also added $uvix calls for some spice/hedge. I'd cry so hard if liberation
If you are not playing the Trump supreme court tariff decision, then what are you doing? I'm in $AS and $AMZN. The bigger the change the bigger the opportunity. This is up there. Tough part is nailing the timing (w/ options) as it may not be this week. Have a smol options
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$BE performance Dec 19 to Today lulz 😊🥰🥰 ME: "Expect more announcements on deals" -couple weeks later- "Bloom Energy stock soars after AEP inks $2.65 billion fuel cell deal" lolz
I added to my $be position today. Currently about a 10-15% position for me. Watching closely. Expect more announcements from the company on deals and orders. Will happen 100%, not if but when. Wish I bought more when it was cheaper, but feel good about it given recent openai
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ez $QQQ
Should consider at least hedging a little imo Especially going into volatility event like supreme court ruling That's what I am doing. Still super net long, but seems silly to not be hedged until Friday (if the tariff ruling comes out).
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Should consider at least hedging a little imo Especially going into volatility event like supreme court ruling That's what I am doing. Still super net long, but seems silly to not be hedged until Friday (if the tariff ruling comes out).
Asset Managers are almost record-Short $VIX. The last time positioning looked like this (June–July 2024), $VIX spiked in August 2024 and $SPX corrected. Something to think about...
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Made $path my largest single stock position on that dip. Conviction is earned 🫡
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If you are not playing the Trump supreme court tariff decision, then what are you doing? I'm in $AS and $AMZN. The bigger the change the bigger the opportunity. This is up there. Tough part is nailing the timing (w/ options) as it may not be this week. Have a smol options
SUPREME COURT TO ISSUE RULINGS ON TARIFFS FRIDAY The U.S. Supreme Court has set Friday as an opinion day, potentially marking its first ruling on President Trump’s global tariffs. Justices return from a four-week break, with decisions released at 10:00 A.M. ET. A tariff
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Robo stonks like $rr $serv $xbot last year hella pumped massively into CES 2025. I was there, member it well, dank times. Round 2 electric boogaaloo again this year for CES 2026? Y NAT. They will get massive traction on socials again. I'm in $xbot - No pun intended!!! 😂
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My 2025 Returns Couple ✍️ reflections and lessons 🔽 1. Caught the tariff dump in April with margin and leverage. Lesson for me is simply, I will continue to go in heavy anytime in the future where the vix goes near 08 levels. These opportunities don't happen often, and I don't
Gotta share the good and bad 🫡 1 month later since the post below Nasdaq: -2.5% My portfolio: -14% (was down ~30% at one point) 🤢 All things considered, coulda been a lot worse considering how much leverage I had on high beta names. 🙏 🗒️ Journaling my currents thoughts and
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I added to my $be position today. Currently about a 10-15% position for me. Watching closely. Expect more announcements from the company on deals and orders. Will happen 100%, not if but when. Wish I bought more when it was cheaper, but feel good about it given recent openai
We took satellite images that we believe confirm $BE as the provider of ~300MW of power gen in a $NBIS / $MSFT center that is coming online now. This is incremental to what anyone knows (buyside or sellside), is a new customer in NBIS and MSFT, and incremental to the only
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$crwv lolz Here is da 🧾 🥰
Added $crwv today. Never had this stonk before. It's down 70%~ from ATH with everyone screaming Ai BuBbLe. DD is: -Jensen is mega invested in them, they need each other -Jensen said he REGRETS not betting even larger in them. Well now's his chance with the stock so beat up
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🤣Just casually equiv of 1 year of SP500 return in a day. That's if I had gotten shares (which I didn't)
Added $crwv today. Never had this stonk before. It's down 70%~ from ATH with everyone screaming Ai BuBbLe. DD is: -Jensen is mega invested in them, they need each other -Jensen said he REGRETS not betting even larger in them. Well now's his chance with the stock so beat up
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Added $crwv today. Never had this stonk before. It's down 70%~ from ATH with everyone screaming Ai BuBbLe. DD is: -Jensen is mega invested in them, they need each other -Jensen said he REGRETS not betting even larger in them. Well now's his chance with the stock so beat up
Absolute insanity on $CRWV here Someone's buying $CRWV 100 C 03/20/2026 for $17.1M This is a 52% OTM contract and we've seen CRWV get hit with other bullish flow today
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Agreed - Your job is getting replaced by AI. Counterpoint - Most people are not smart/determined enough for a successful startup (myself included tbh). At least one that outearns their current income on a consistent basis. Solution - People NEED to aggressively save to join the
Politicians are terrified about AI job loss, which they know will be colossal In the case of the Trump administration the best they can do is run out the clock and spin it — but the public sees it clearly: 1. 10m+ drivers and factory workers will lose their jobs in the next
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$hood down 9% on Nov metrics. Market's finally catching up. $ibkr outperforming. Until $hood grows its other verticals materially (like predictions markets), valuation will still be tied to crypto/macro for better or worse. My way of getting crypto exposure is thru $ibit &
$hood at around $125 is impressive given the performance of crypto lately. It makes up a massive chunk of their revenue yet the market is shrugging off the decline in crypto? I know predictions market is growing, but size wise, still dwarfs crypto atm. Next few earnings will be
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$SATS up 30% since $ASTS up 100% since Like I said, SpaceX and AST SpaceMobile are both winners. Yesssir 🥰
Initiated starter position on $SATS. Will add on dips. DD is simple: Public SpaceX Exposure To Elaborate: There's enough room for both $ASTS and SpaceX/ $SATS to capture significant market share. Can't bet against Musk. Risks: Deal falls thru, rich Space X valuation
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Certain unexpected life events hit me like a truck out of nowhere this year and made me really really appreciate how fragile, short, and precious life is. Though I'd always been generally curious and introspective (at least I’d like to think so), it's really poured gasoline on
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Been in $BE for a while now, volatile stock, not for the faint of heart. The Substack article by @Arya__Deniz is the best research I've found on this ticker. Highly recommend reading through the whole thing. High risk, already ran up a lot, but if the AI infra buildout story
@Arya__Deniz This is really well written. Great job!
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