Jonathan Whitcraft
@jaywhitcraft
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Hybrid Position/Swing Trader, Cancer Survivor, Father, Brother, Uncle, Wine lover and Windsurfer. All opinions are my own and not investment advice.
Palo Alto, CA
Joined August 2011
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Key Economic and Earnings Reports for the week of 2/26 - 2/29 Thursday BTO: PCE Prices, Earnings wise – Wednesday 2/28 ATC: NTNX OKTA SNOW Thursday 2/29 BTO: CELH ATC: ESTC
Economic releases for the week of February 26th, 2024
Monday – New Home Sales
Tuesday – Durable Goods
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@PeytonElroy
Butter! The brain is 70% fat and needs high quality fats. Certain fats are better than others… I use both though exclusively 😉👍
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Quarantine beneficiaries – $AMZN $BIGC $DOCU $ETSY $OSTK $PTON $RH $ROKU $SHOP $W $ZM - who else? 🤔
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Long via size – $TDOC $JMIA $APPS $SI $ACCD $PLTR $FUBO $LMND $ONEM $NIO and $NNOX
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Long via size – $U $NET $DKNG $TSLA $SNOW $SHOP $ZM $PENN $UBER $ARCT $EXPI and $TRIL
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Long in order of size – $NET $CHGG $WORK $SHOP $TSLA $TTD $TWLO $SPLK $SQ $ATRA $VIR $CHWY and $ACB
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Long via size – $U $NET $ZM $ROKU $DKNG $TRIL $NVTA $FUBO $PLTR and 35% cash
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Long via size – $UPST $AFRM $APP $NET $TSLA $AMBA $SI and $HUT
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Favorites for next week – $AAPL $ACB $AMD $AMZN $APPS $COUP* $CRWD $CVAC $DOCU $ETSY $EXPI $FOUR $FUTU $IIPR $JKS* $KC $KTB $LGVW $NNOX $NVAX $NVCR $NVDA $NVTA $ONEM $PAGS $PDD $PGNY $REGI $SDGR $SE $SHOP $SITM $SMAR* $SPCE $SPOT $SWAV $TRIL $TWLO $TXG $Z $ZS
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Long via size – $NET $DOCU $CRWD $TSLA $UPST $ASAN $GLBE $AMD and $PATH
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@mitchellvii
Remember to hold her hand and that hearing is the last sense to go. Remind her of all the wonderful things you all did together. It will ease her crossing 🙏😊❤️👍
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My boy is 30 today. He’s grown into such a wonderful young man! Funny, bright, compassionate, an extremely successful businessman - knows how to pick stocks and make wine, my life would so much less without him. Love you Lloyd Whitcraft! 🙏😃❤️
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Added $DOCU $NET $NVDA $ROKU $SHOP and $TSLA Stops at very reasonable levels.
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Saturday afternoon market review. The alone time helps with clarity. Old school notebook work...ala
@dennisc230
🙏😊❤️📈🇺🇸🍸💃🕺🎉🙏
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Long via size – $SHOP $ARCT $CRWD $TSLA $ZS $PLTR $U $TWLO $SI $CDAY $FUBO $PACB $LGVW $DBX and $NK
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Long in order of size – $NET $ARCT $SHOP $TSLA $SDGR $BTAI $TDOC $ONEM $WORK $PGNY $TRIL $SRNE and $APT
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Possible TML,(True Market Leader), summary list - $BA $CIEN $CMG $COUP $CYBR $DXCM $EEFT $EHTH $ESTC $GLOB $IRBT $KEYS $LULU $MLNX $NOW $PAYC $SHOP $SPLK $TTD $TWLO $UBNT $VEEV $WDAY $XLNX $ZBRA $ZEN $ZS IMO 😃👍
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Long via size – $TSLA $NVDA $AMZN $AMD $TTD and 48% cash
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Long via size – $AMZN $NET $SHOP $ROKU $TWLO $CRWD $BHVN and 13% cash
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Long in order of size – $TSLA $DXCM $TTD $DDOG $NOW $NET $CRWD $QDEL $SHOP $W and $BILL
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Long via size – $ENPH $COIN $SI $AFRM $UPST $ABNB $APP $LCID $BGIC and $SAVA
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Long in order of size – $TSLA $DXCM $SHOP $TTD $SQ $NOW $DDOG $TWLO $CRWD and $NET
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Long via size – $DOCU $CRWD $NET $FUBO $UPST $FUTU $TSLA $FRHC $ZIM and $DDD
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The migration from growth to value continues. Overcame my bias, positioned and was immediately rewarded. Best acting groups are Energy, Retail, Building, Steel, Copper, Financials, Fertilizer, Mining, and Shipping. Look to EPS report gaps up for clues as to new leadership. 😊👍
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Started the week in 90% cash, but saw setups working & added risk. Fully invested by Tuesday afternoon & had a very profitable week. Despite super cap growth plays floundering, lots of opportunity under the surface. Mid & small cap stocks leading the charge. Biotech acts great!
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Long in order of size – $AMZN $SHOP $TSLA $NET $BTAI $NFLX $ROKU $ARCT $CHGG $SDGR and $SPCE
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Long via size – $ROKU $SHOP $NET $CRWD $DOCU $SNOW $SNAP $NVDA $DOCS and $SAVA
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@PeterSweden7
No, totally inefficient and a complete waste! Not surprisingly they need fossil fuels to run properly 😖👎
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Long via size – $U $UPST $AMD $TSLA $ZI $SI and $ZIM
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@RichardGrenell
So happy you made it! You’re needed back in the White House.
PS:We’re Chemo brothers now. 🙏😊❤️👍
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My most significant mistake this year – Missing the move in Energy and Agriculture. The signs were many! It had broad based group action, commodity price support, huge eps gap ups and a multitude of news drivers. They moved despite major index weakness. Lesson learned…again😖
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The weight of the evidence shows distribution in many leading groups, (specifically Software and Semis’). Also, EPS episodic pivots are being faded. Accordingly, I see little actionable. Given the magnitude of some of the leading stocks drop, my conclusion is that the correction
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Potential True Market Leader Focus list – $AMD $AMZN $API $BABA $BIGC $CHGG $COUP $CRWD $DOCU $ETSY $FSLY $FVRR $HUBS $HZNP $IRTC $JD $LVGO $MELI $NOW $NVDA $NVTA $OKYA $PENN $PTON $RDFN $ROKU $SAIL $SE $SHOP $SPOT $SQ $TDOC $TSLA $TTD $TWLO $VEEV $ZM $ZS
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Long via size – $SHOP $ARCT $CRWD $ZS $FUBO $TWLO $U $SI $ISEE and $DKNG
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Long via size – $TSLA $FSLY $ZM* $AMZN $SE $SQ $SHOP $CRWD* $ROKU and $NTNX
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Long via size – $LMND $ACMR $ROKU $CRWD $PTON $TSLA $SNOW $SKLZ $LGVW $SDGR $U $NIO $CLSD and $DM - (Top 6 account for 71% of assets)
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Long via size – $TSLA $NVDA $SMCI $MSTR $MDB $CELH $ENVX $MARA $IOT $GTLB $MNDY and 24% cash
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Today was a good day! Taking some alone time to reflect on the journey. Extremely humbled and grateful 🙏😊❤️📈🇺🇸👍
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Long via size – $SI $OSTK $RIOT $FUBO $SPCE $NET $LAZR $QS $DM $XERS and 40% cash
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Covid Names looking interesting – $ALPN $ALT $APT $ARCT $AZN $BNTX $CLDX $CODX $DVAX $INO $MRNA $NK $NVAX $QDEL $VIR $VRXT, did I miss anyone?
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Long via size – $SNOW $U $DOCU $NVDA $UPST $APP $ZI $AFRM* and $NCNO
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Long via size – $AFRM $APP $UPST $TSLA $MARA $AMBA and 43% cash
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So typical 😖. I go to cash and they suck me back in. Added $FUBO $QDEL $ROKU $TSLA and $WKHS. 🤷🏼♂️😂❤️📈👍
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Back 61% long...via size - $FUBO $WKHS $JMIA $TSLA $ROKU $QDEL $SI and small in $ONCT Playing it carefully though.
“It’s OK to be wrong, it’s not OK to stay wrong” - William J O’Neil
😊❤️📈🇺🇸👍
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Focus for next week – $AI $ARWR $CRSR* $CYBR* $DDOG $DOCU $FSLY $FTCH $FTHM $FUBO $GDRX $LAZR $LGVW $MDB $NET* $NIO $NNOX $NVCR $OSTK $OTRK $PTON $RCKT $RIOT $SDGR $SFIX $SNOW $STEP $TSLA $WIX $WKHS $ZM
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Long via size – $FSLY $DDOG $SHOP $TWLO $SQ $ROKU $WKHS $TSLA $SNOW $ETSY and $BIGC
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Long in order of size – $QDEL $TSLA $SHOP $NET $NVTA $SWCH $DXCM $ROKU $ARCT $CRWD and $SPCE
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@RichardGrenell
@wavehealthapp
I had a similar hair issue 😂 So happy you survived! Onward and upward - we have a country to save. 😊❤️🇺🇸👍
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NASDAQ broke it’s 21dema as the leaders came under pressure. Distribution days piling up. All pushing me back to cash. Been a great run. A mid-summer to early fall pause could set up a great end into the year run. Tons of EPS reports this coming week. May be time for a vacation.
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@IanJaeger29
Absolutely YES! It’s all baloney and a fierce attempt to deny a president that did the most for the working class, middle class and small business in decades! His list of accomplishments are many..
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Long via size – $SWAV $LI $TSLA $VRTX $ENPH $CELH $TMDX $PRVA $XBI $FNKO $CHEF $SWIR
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Long via size – $ENPH $COIN $AMZN $RBLX $NVDA $AFRM $APP $UPST and $MARA
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Long via size – $AMZN $TSLA $SHOP $SI $NVDA $APP $ZIM and $HUT
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Long via size – $ARCT $SE $U $SHOP $TSLA $SNOW $UBER $ZS $CRWD $FUTU $AMD and $LGVW
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Strongest areas are China, Biotech, Solar, Discount retail, Medical & Security Sftwr. Energy & Ags being distributed. Market needs add to the reversal that started last 6/23. Until proven otherwise, still looking like a rally in a Bear Market. Best of luck next week!😊👍
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Long via size – $ABNB $WIX $APPS $DKNG $CELH and 70% cash
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Pullback watch – ALGN APPN APPS ARCT AVLR BILI BILL BL CHWY CRSP CRWD DOMO DQ EDIT ENPH ETSY EXPI FCX FOUR FTCH FUBO FVRR GRWG GTBIF HEAR IIPR IPOB KC KIRK LASR LMND MDB MELI MGNI MP MRNA MSTR NET NVCR OKTA PDD PENN PGNY PHR PTON REGI RH RNG ROKU SE SMAR (1/2)
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Long via size – $NVDA $ARM $META $SNOW $CRWD $SMCI $AMD $GCT $Z and 16% cash
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Favorites for next week – $AMD $AMTI $BIGC $BYND $CELH $CRWD $DDOG $ETSY $EXPI $FLGT $FSLY $GRWG $HUBS $LAD $LTHM $LVGO $MCRB $NET $NIU $OSTK $QDEL $SAVA $SE $SHOP $SPCE $SRNE $TRIL $TSLA $TWLO $TWTR $UPWK $W $WKHS $ZI $ZS
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@ChartShark13
@PatternProfits
@BSchulz33868165
@alphacharts365
@TMLTrader
@CubbieBears
@MartyChargin
@mwebster1971
@saxena_puru
@Scot1andT
@1charts6
@BlogJulianKomar
@KIERMCD
@sssvenky
@RichardMoglen
@MadMraket
These people help me be better everyday...🙏🏼😊❤️📈🇺🇸👍
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Long via size – $TSLA $SE $EXAS $PENN $NVTA $NVAX $LVGO $SQ $FSLY $TRIL and $BIGC
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Long via size – $RBLX $UPST $MDB $FUTU $PATH* $APP and $SAVA
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Long via size – $CRDO $MBLY $ALGM $AMKR $ON $AMD $TGTX $TSLA $PI and 50% cash
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Long via size – $UPST $TSLA $NVDA $FIGS $DOCS and $ZI
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The election drama is having little effect on the stock market. The indexes are setting up nicely and the Russell 2000 is at all-time highs: we have the wind at our back. I am simply blown away by the sheer number of setups in this weekend’s review. Had my best week of 2020! 😊👍
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Long via size – $SQ $SI $ZI $TEAM $NVDA and 37% cash
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Long via size – $FUTU $SI $UPST $AMAT $SHOP $SQ $ENTG $APPS and $ZIM
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Long via size – $META $NVDA $ARM $SMCI $CRWD $SNOW* $VKTX $APP and 13% cash
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Favorites for next week – $ADPT $AMZN $AVLR $BYND $CCXI $CHWY $CIEN $COLL $CRSP $CRWD $DT $FRPT $GH $GNRC $MDB $MELI $MRSN $NBIX $NFLX $NOW $NTES* $NTLA $OCFT $ONEM $PAAS $PAYC $PGNY $RARE $SDGR $SE* $SNDX $SPLK* $SRNE $SRPT $SQ $SSRM $TDOC $TSLA $TWST $WORK ...so many 😲
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@saxena_puru
I’m extremely grateful for what you share. It’s helped me immensely. Thank you 🙏🏼😊❤️📈🇺🇸👍
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Long via size – $ARCT $U $TSLA $CRWD $ZS $TWLO $FLGT $LMND $SI $ISEE and 30% cash
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Long via size – $FSLY $ETSY $NET $TDOC $PINS $TENB and 50% cash
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Focus for next week – $ABNB $AFRM $AMZN $ARBK $BE $COIN $CRWD $EXPE $FANG $FCX $FRHC $GOOGL $HUT $LCID* $NEWR $ONON* $PERI $PI $PRCH $RBLX $RIOT $SEDG $SGH $SHOP $SI $TSLA $TTD $U $UCTT $WOLF $ZI
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Long in order of size – $SHOP $QDEL $TSLA $NVTA $NET $DXCM $TNDM $WING and $SWCH
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@SenFeinstein
Baloney! My premium doubled and my deductible went up 400%. And I have to fight for every life critical prescription 😡
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Extremely challenging week. Got shaken out of a lot of positions. Big rotation from growth to value and I’m not sure that’s a positive. Potential for news driven overnight gaps is high, making large exposure risky. Appropriate to be cautious. GLNW! 😊❤️📈🇺🇸👍
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Focus for next week - $AXSM $EHC $ENVX $EXPI $GTLB $INTA $IOT $ITCI $MDB $MNDY $NVDA $SHOP $SMCI $SNOW $TSLA $U $YEXT
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Long via size – $TSLA $UPST $AFRM $DOCN $APPS and 65% cash
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Long in order of size – $SHOP $AMZN $TSLA $NFLX $NET $BTAI $CUE $CRWD $IOVA $SDGR and 9% cash
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Long via size – $AFRM $UPST $U $APPS $PLTR $AMBA $NCNO $DOCS and 30% cash
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Focus for next week – $AFRM $AMD $APP $APPS $ATKR $BILL $CF $CRM $DLO $DOCS $DVN $EWCZ $EXPI $GLBE $IIPR $INSP $KLIC $LC $LULU $MARA $MELI $NFLX $NVDA $OAS $OPEN $PLTR $ROVR $SMTC $SNAP $SOFI $SWAV $TSLA $U $VNOM $XEC $ZI $ZS
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Long in order of size – $TSLA $SHOP $ROKU $NBIX $TTD $AMD $TDOC and $LK
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Long via size – $SAVA $DOCU $CRWD $NET $RBLX $ASAN $TIGR $FUBO $PATH and $UONE
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Favorites for next week – $AAXN $AMD $AYX $BYND $CMG $CODX $CRUS $CRWD $FSLY $GSHD $HAIN $HZNP $NET $NOW $ONEM* $PODD $PYPL $ROKU $QGEN $SDGR $SPCE $SPLK $SQ $TCEHY $TSLA $TTD $TWLO $UI $VRTX $WORK
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Focus for next week – $AMAT $CELH $CVAC $DASH $DDD $ELY $EXTR $FLL $FNV $LFMD $LRCX $MD $NVDA* $PATH $PGNY $QFIN* $RBLX $SE $SIVB $SNOW $STIM $TBBK $UPST $YETI $ZNTL
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Long via size – $SNOW $NVDA $AVGO and 84% cash
Focus for next week – $AMGN $CVNA $DOCU $ELF $ESTC $FOUR $ISRG $KGS $MNDY $NVDA $OKTA $PDD $SNOW
Secondary of interest – $CAVA $CELC $CELH $FROG $GKOS $HIMS $LRCX $MDB $SQSP $TEAM $TGTX $TMDX
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Long in order of size – $TSLA $DXCM $TTD $SHOP &NET $DDOG $QDEL $W $CRWD $NOW $MYOK $WPM and $CHGG
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Focus for next week – $ABNB $AFRM* $AMZN $APP* $BE $BILL $BKNG $CCJ $CIVI $COIN* $CPE $EXPE $FANG $FUBO* $GOOGL $JAMF* $LCID* $OSTK $OXY $PERI $PI $PLUG* $RVLV $SHOP $SOFI* $UCTT $UPST* $ZI
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The NASDAQ is extended 8.3% above it’s 21dema – an extreme. Most True Market Leaders are extended. Best groups –Application Software, Biotech, Medical Equipment and Mining. But we are entering the summer months, accordingly, some caution is warranted. Regardless, lots of setups.
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Focus for next week – $AMAT $APP $BNTX $CELH $CROX $CRWD* $CVAC $CUTR $DASH $DDD $EXTR $FLL $FNV $FUTU $GATO $GOLF $HIMX $LFMD $LGFA $LOGI $LRCX $LSPD $LTHM $NVCR $NVDA $ONTO $QFIN $ROKU $SE $SHOP $SIVB $SM $SNOW $SQ $TBBK $TIGR $UPST $ZS
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Work from home beneficiaries showing RS – $AAPL $ADBE $AMZN $API $ASAN $AVLR $BAND $BIGC $BL $BOX $CRM $CRWD $DDOG $DOCU $ETSY $FSLY $FVRR $HUBS $LOGI $MSFT $NET $NOW $OKTA $OSTK $PTON $RDFN $RH $ROKU $SAIL $SE $SHOP $SPT $TEAM $TWLO $U $UPWK $W $WDAY $WORK $Z $ZI $ZM
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