BREAKING: Actively Managed tops Autopilot’s one-year return, above @aifinancelabs
See all holdings and mirror my trades here:
marketplace.joinautopilot.co…
BREAKING: DeepSeek's portfolio tops Autopilot's one-year return, up 51.0% over the last 12 months above @InTheMoneyAdam
See all holdings, follow along and copy DeepSeek trades here:
marketplace.joinautopilot.co…
Since Feb 3, 2025, DeepSeek is up 81.4% vs 28.2% for the S&P 500
InTheMoney retweeted
Jensen Huang when asked whether he would rather relive his 20s or be 20 years old today.
Markets holding at open. We're going deep, boys (and girl). Concentrating as a semiconductor dip-buy. Let's ride. marketplace.joinautopilot.co…
you guys get the memo by this point (I hope), but expect concentration over the coming week(s), not diversification
youtu.be/MOEC9th5qs8?si=ZB4U…
you guys get the memo by this point (I hope), but expect concentration over the coming week(s), not diversification
youtu.be/MOEC9th5qs8?si=ZB4U…
InTheMoney retweeted
Replying to @michaelsikand
That was more of waterboarding than a shake I must say.
Thanks for the reminder to buy the dip
Replying to @InTheMoneyAdam
If your seeing this I 1000000% encourage you to not join/pay for his autopilot it’s completely garbage
Haven’t touched any dials. Not going to invent activity so you feel busy. The goal is kinda the opposite.
Soft payrolls last week. Fed hike odds not great. Indexes are still breaching new highs, of course. You can throw out The Intelligent Investor. I suggest incinerating it. Semis are doing the work. That’s it. Simple enough.
I mean bond yields are nuts. But they can snap back in a second. It’s a game of chicken. People want more for their money due to inflation and lack of confidence in the future, yet stocks aren’t flinching.
I’m watching carefully. Just not moving too soon.
$AMD had a strong week. I’ve been touting this stock since the beginning of time. Lisa Su’s out talking about needing more wafer capacity into 2027. Plenty of demand, supply is needing a kick in the jorts. Not a horrible problem to have, in my opinion.
$NVDA’s back near highs. They authorized a stupid amount of buybacks.
$AVGO bounced with the team. $TSM moved with it, too. $MU’s been quieter after the ludicrous run. I’m fine with quiet.
$META’s been a grind higher for a while. $MSFT did its job. Our safety cushion stocks have also been ripping, so no drag there.
Same aggressive stance until demand falls, capex falls, earnings start underwhelming. And avoiding some of the ludicrous tax drag seen in other ports. Enjoy the ride. Go about your day. I’ll be playing Wardogs.
Adam
marketplace.joinautopilot.co…













