p (@paoloannonii) 's Twitter Profile
p

@paoloannonii

ID: 1236752036240265218

calendar_today08-03-2020 20:34:11

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$WM (Long): Today's dip is an entry. This isn't a trade, it's a core holding. Recession-resistant, critical infrastructure with pricing power. A hedge against volatility; garbage gets collected in any market.

$WM (Long): Today's dip is an entry. This isn't a trade, it's a core holding. Recession-resistant, critical infrastructure with pricing power. A hedge against volatility; garbage gets collected in any market.
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$CSIQ (Traded): Called this move. Bought yesterday anticipating the BESS (Battery Energy Storage) catalyst. The 220 MWh project in SA going live is exactly the news that validates the energy storage thesis and jolts the stock. +19% proves the point.

$CSIQ (Traded): Called this move. Bought yesterday anticipating the BESS (Battery Energy Storage) catalyst. The 220 MWh project in SA going live is exactly the news that validates the energy storage thesis and jolts the stock. +19% proves the point.
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The S&P 500 hit a record but 80% of its 500 stocks dropped (102 adv vs 398 dec). ALL the money’s flowing into 4-5 mega-caps: $NVDA, $MSFT, $AMZN, $AAPL, $AVGO. Breadth is thin, risky!

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"We continue to make progress," Eli Lilly CFO Lucas Montarce says on Q3 earnings, adding: Our direct-to-consumer segment "continues to grow extensively. This quarter actually grew 70%." He also announces the pharmaceutical company's partnership with Walmart.

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Called it. $LLY delivers post-earnings. Bought yesterday anticipating the move. Today: +4.5%. The key wasn't just the earnings beat, but the narrative: it's now the world's best-selling medicine, dethroning Keytruda. This isn't a quarterly story; it's a structural shift in

Called it. $LLY delivers post-earnings.

Bought yesterday anticipating the move. Today: +4.5%.

The key wasn't just the earnings beat, but the narrative: it's now the world's best-selling medicine, dethroning Keytruda. This isn't a quarterly story; it's a structural shift in
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At least one good news after today’s session. Amazon $AMZN stock is up 10% in after hours following its earnings 🟒🟒🟒🟒🟒🟒🟒🟒🟒🟒

At least one good news after today’s session. Amazon $AMZN stock is up 10% in after hours following its earnings 

🟒🟒🟒🟒🟒🟒🟒🟒🟒🟒
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Premarket movers: Mag 7 stocks are all higher: Amazon (AMZN) jumps 12% after the company’s cloud unit posted the strongest growth rate in almost three years, reassuring investors who were concerned that the largest seller of rented computing power was losing ground to rivals.

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5 out of today’s top 10 pre-market gainers are in my portfolio β€” $ATEC, $AMZN, $RDDT, $TVTX, $WDC. You can still call it luck. πŸ€πŸ“ˆ

5 out of today’s top 10 pre-market gainers are in my portfolio β€” $ATEC, $AMZN, $RDDT, $TVTX, $WDC.

You can still call it luck. πŸ€πŸ“ˆ
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πŸ“ˆ $CSIQ (Canadian Solar) Up +47.37% in just one week. Momentum fueled by renewable energy demand and their new 220 MWh battery storage project in Australia. Solar sector showing strong revival ⚑️

πŸ“ˆ $CSIQ (Canadian Solar)
Up +47.37% in just one week.
Momentum fueled by renewable energy demand and their new 220 MWh battery storage project in Australia.
Solar sector showing strong revival ⚑️
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πŸ’Ύ $WDC (Western Digital) Up +24.92% this week. Driven by AI-related data storage demand and optimism in NAND recovery. The digital storage play quietly catching fire πŸ”₯

πŸ’Ύ $WDC (Western Digital)
Up +24.92% this week.
Driven by AI-related data storage demand and optimism in NAND recovery.
The digital storage play quietly catching fire πŸ”₯
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Market today was a bloodbath: Nasdaq -2% on tech earnings misses (Palantir -15%), S&P -1.17% to 6,771, Dow lagging. VIX spiking, decliners 3:1 – clear capitulation signal. Pivoting to mean-reversion swing: targeting oversold leaders (RSI<30) in semis/AI with strong cash flow &

Market today was a bloodbath: Nasdaq -2% on tech earnings misses (Palantir -15%), S&amp;P -1.17% to 6,771, Dow lagging. VIX spiking, decliners 3:1 – clear capitulation signal.

Pivoting to mean-reversion swing: targeting oversold leaders (RSI&lt;30) in semis/AI with strong cash flow &amp;
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Yesterday’s buys aged well πŸ”₯ These stocks brings us up to +46.8% combined today strong bounce from tech & semis leading the way. Timing + conviction = everything.

Yesterday’s buys aged well πŸ”₯
These stocks brings us up to +46.8% combined today strong bounce from tech &amp; semis leading the way. 
Timing + conviction = everything.
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πŸš€ Just 1 week in & my portfolio's on FIRE! Bought $SBUX, $BOA.MO, $LLY last Tuesdayβ€”now up +0.97%, +3.42%, & a MASSIVE +9.27% on LLY! $LLY smashing records toward $1T mkt cap on obesity drug deals & Trump admin price cuts. $SBUX soaring on tariff relief for coffee imports and

πŸš€ Just 1 week in &amp; my portfolio's on FIRE! Bought $SBUX, $BOA.MO, $LLY last Tuesdayβ€”now up +0.97%, +3.42%, &amp; a MASSIVE +9.27% on LLY! 

$LLY smashing records toward $1T mkt cap on obesity drug deals &amp; Trump admin price cuts. $SBUX soaring on tariff relief for coffee imports and