jeremy day
@jeremymday
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“First problem. To produce wealth. Second problem. To distribute it.” ― Victor Hugo, Les Misérables Random thoughts on business and life...
Lincoln, NE
Joined October 2008
July 26 2025 Weighted Holdings. 1. $NET 12%.2. $SHOP 12%.3. $TSLA 11%.4. $SPX 11%.5. $SQ 6%.6. $QQQ 6%.7. $TTD 6%.8. $TXN 4%.9. $TSM 4%.10. $NVDA 4%.11. $AVGO 3%. Surprised and excited to see $NET as #1!. Saving cash for now. Continue to slowly add semiconductors. $SOXX.
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RT @FromValue: $TTD crashed 60% from its highs but has recovered significantly since my last analysis. In March and April, I called it sev….
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RT @Codie_Sanchez: Only 6% of Americans own a business. And of that, less than 1% ever hit $1,000,000 in revenue. After investing in busi….
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RT @jack: Cash App pools rolling out now. your friends don’t even need cash app to contribute (no excuses). multiplayer money in the mo….
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$QQQ $SPX just giving up the July gains. Will they give up the June gains? Sell in May and go away? Hmmm.
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Canada tariffs will just provide another great opportunity to buy more $SHOP.
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Took some profits out of Cloudflare. $NET. Could see some near term weakness in the market. I never stayed disciplined enough in my early years of trading to cash in profits. I'll always keep some sort of position but it doesn't need to be way above 10% of my holdings.
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RT @LynAldenContact: The headline GDP number includes the boom/bust of tariff front-running which adds a lot of noise. When you strip it a….
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RT @FitFounder: How to feel 10 years younger: Lift weights, drop the alcohol, spend hours in nature, take walks without your phone, eat rea….
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Warren Buffett said returns this decade would be much lower than the previous decade. Guess we have 5 more years to prove him right or wrong.
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We knew it was coming. Just had to be patient. Lightning network will win.
square sellers on bitcoin starting today.
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I've said for a long time $SQ $XYZ Block would eventually be in the $SPX SP500 and can't tell you how many times people told me it wasn't possible because of their stock structure. Well here we are. Anything can happen.
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RT @jeremymday: $XYZ lowest it's been in 5 years! I'm such a die hard on this company. One of my biggest positions. Revenue keeps increasin….
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RT @jeremymday: $XYZ Block really loves this $86 number!!! ❤️ . Feels good to be a buyer anywhere below that. I expect it to be over $100….
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RT @jeremymday: Took awhile for $TTD to find the bottom! I will admit I started buying at $75. I bought MORE at $57 and more at $47! . Is t….
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RT @jeremymday: Nothing but up for a month on $TTD. Good to pile in on your favorite stocks when they go on sell!
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Two of my biggest positions have been added to the SP500. $TTD and $XYZ. Pretty amazing I've stuck with these companies and invested in them at their lowest. Both are doubles for me and I see them steadily growing from here. .
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RT @godofprompt: 1. Automated research reports (better than $100 k consultants). Grok’s real-time web search and analytical reasoning let y….
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