Mike (@mikelongterm) 's Twitter Profile
Mike

@mikelongterm

LT Investor
Largest holding $PLTR $AMD $TSLA (75%)
Others $XYZ $AMZN $NVDA $LMT $HIMS $BTC $PYPL $META $SNAP $GOOG $PSFE $DIS $GRAB $WING $DKNG $ADBE $BROS $TSM

ID: 1280587925336530948

calendar_today07-07-2020 19:42:13

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Mike (@mikelongterm) 's Twitter Profile Photo
Mike
@mikelongterm

2 months ago

Interest rate and Earning 🧵 Companies' Earning should be slightly bearish toward year end, and re-spike in 2026. Volatility will top the chart during Q3 2025, especially the scary guidance into Q4. This is buying opportunity just like 2022, just like 2018-2019 or Covid low.

Interest rate and Earning 🧵 Companies' Earning should be slightly bearish toward year end, and re-spike in 2026. Volatility will top the chart during Q3 2025, especially the scary guidance into Q4. This is buying opportunity just like 2022, just like 2018-2019 or Covid low.