Marketing professional. Long-term investor. Interested in technology, consumer brands & financial freedom. Documenting my investing journey.
Seattle, Washington 🇺🇸
Joined July 2021
- Tweets24.7K
- Following0
- Followers2.2K
- Likes18.7K
Pinned Tweet
Most people talk big at $15 and panic at $4. This is the real game. Bookmarking this.
A year ago, everyone wanted $EOSE at $15.
Today it's at $4.
Funny how quickly the story changes.
At $15, investors called it "the future."
At $4, they call it "broken."
The business didn't change overnight.
The emotion did.
That's usually when opportunity starts forming.
The hardest part of investing isn't finding good companies.
It's having the patience to buy when nobody wants to.
1
4
761
Crashes feel like the end of the world… until they don’t.
Phone was on fire last week. Everyone hitting me up like “stocks just got smoked, what are you grabbing?”
Every single correction pulls in a new wave of people from the sidelines who finally realize dips are gifts. AI isn’t slowing down. Tech’s bounced back hard after every wreck before this one.
Nobody knows if this rebound holds. But that first green candle after buying the dip? That rush? That’s the kind of moment that rewires how people think about money for the rest of their lives.
28
Emily Claire Morgan retweeted
The Affair Rally 😂
Every CEO who got caught cheating saw the stock rip after:
$AMZN +213%
$MSFT +114%
$SKHY +3,563%
$GOOGL +1,244%
$NVDA is the only one still waiting — down 13.3%* with $241 fair value, ~30% above here.
Timing doesn't prove cause. But the pattern is wild.
Is NVDA next? 👇
Emily Claire Morgan retweeted
$APP is a $1,500 stock!
But don’t get fooled by the strong earnings and reaction.
Stocks rarely bottom with one massive gap up after a decline like this, so you should still expect a new low to develop from here.
Yes, I’m extremely bullish on $APP, but that doesn’t make it a buy for me today.
The thesis can be right while the timing is still wrong.
Emily Claire Morgan retweeted
BREAKING: 🇺🇸 $80 BILLION COINBASE JUST SAID LIVE ON FOX MORE DEMOCRATS ARE NOW PRO-#BITCOIN THAN EVER BEFORE
“THEY WANT CLEAR RULES”
“THIS WHOLE ELECTION WAS ABOUT AFFORDABILITY. CRYPTO FITS RIGHT INTO THAT ISSUE”
CRYPTO “MAKES IT FASTER, BETTER, CHEAPER”
“WE HAVE A VERY STRONG BIPARTISAN FOUNDATION”
DEMS ARE FLIPPING PRO-CRYPTO
VERY BULLISH FOR CLARITY 🔥🚀
Emily Claire Morgan retweeted
4 stocks trading BELOW
Nancy Pelosi’s purchase prices!
These are worth watching:
$BE — Bought ~$178 | Now ~$173
$VST — Bought ~$169 | Now ~$122
$INTC — Bought ~$92 | Now ~$55
$UBER — Bought ~$70 | Now ~$69
Even the Pelosi portfolio isn’t immune to this selloff.
Wall Street fears Democrats could restrict the AI infrastructure buildout.
Meanwhile, the Nancy Pelosi and other Democratic lawmakers have disclosed investments in companies POWERING that very buildout.
Has she lost her touch, or is Wall Street handing investors an incredible opportunity?
The chip bounce isn’t just noise. After a 5%+ Nasdaq flush, seeing semis lead again shows the AI trade still has buyers underneath.
165k jobs is strong, yeah, and it complicates the rate path. But the market already priced a lot of bad news yesterday. Sometimes the first bounce after a panic is the one that sticks.
Still watching whether it broadens beyond chips.
31
Markets are doing what they do — rotating hard.
AI and chip names are getting punished today after yesterday’s bounce, while some other areas (like AppLovin) are ripping on actual results. Feels messy in the moment, but also like a reminder that not everything moves together.
I’m not here to win every rotation. Just staying invested and documenting the process. The plan hasn’t changed.
33
Honestly? Feeling pretty good about today.
Blue wave finally brings some balance — markets jumping 1500 points on the Dow and oil crashing is a win in my book. Less war talk, more focus on clean energy and actual oversight of AI data centers.
I’m not crying over Tesla or Musk names getting hit. The AI boom needs guardrails, not just endless growth at any cost. AMD still looks solid though.
Longer-term, divided government might actually force smarter decisions. Holding my positions and sleeping better tonight.
41
Election day and the market’s giving me mixed signals lol.
AAPL still down ~2% after that soft margin guide — memory costs are killing the vibe. Meanwhile NVDA just flipped Apple for the top spot and chips are bouncing hard (AMD ripping into earnings).
Dow red, Nasdaq green… classic split. Sitting on my hands for now. AI trade’s on thin ice but not dead yet. 📉📈
#StockMarket #AAPL #NVDA #Midterms
62
Emily Claire Morgan retweeted
APPLE $AAPL JUST STARTED TESTING ALWAYS-LISTENING AI FEATURES FOR THE APPLE WATCH
They're part of the first test versions of iOS 27.3 and watchOS 27.3, per Bloomberg. The full release is set for December.
- Siri Recap turns conversations into bullet-point summaries
- Live Rewind shows a transcript of the last 15 seconds of a conversation
- They work on the Apple Watch Series 12 and Ultra 4, in English only for now
ALT Photo Credit: David Paul Morris/Bloomberg
I Don’t Think This Tech Selloff Is the End of AI.
Last week tech wiped out more than $1 trillion. Intel had its worst day in decades. Alphabet and Amazon also got hit as investors questioned if AI spending will pay off soon.
I don’t see this as the end of the AI story. It looks more like the market is finally getting pickier. Companies already turning AI into real profit are being treated better than ones still just spending heavily.
Next week brings Apple and Palantir earnings on Monday, plus midterms and more chip reports on Tuesday. These should show if demand is holding.
Don’t treat all tech the same. The easy AI gains are probably over. Focus on stronger companies, go slow, and don’t assume every dip is a great deal.
Not investment advice. Do your own research.
55
Google got smoked. Down 12%.
Missed on search, torching cash on AI. Nasdaq’s feeling it.
Spending’s crazy and search looks soft. Still feels overdone.
Cloud’s ripping. Gemini’s got a billion users.
Not panic-selling. Holding, maybe nibbling. AI’s still the long game.
1
1
43
Emily Claire Morgan retweeted
Wall Street is about to get humbled again tonight.
Same script as Oct 21: crowd panics on AI spend, we scale the dip, and the names rip. $TSLA +17.82% off the lows, $SMCI +15%, $NVDA held as the anchor. While everyone screamed “bubble,” the buildout kept printing real revenue.
Now it’s $AMZN’s turn after the close. Shares got smashed today, sitting right on the 245 line (day low 241) — exact support we flagged. Institutions are terrified of the $220B Capex number, but AWS backlog is still exploding and hyperscaler demand isn’t slowing.
Reclaim 245 and hold into the print, or the next leg higher starts with the names that already proved it.
Reply “Plan” for the exact levels and post-earnings play before the bell.
Emily Claire Morgan retweeted
A lot of you guys have been asking how to stay closer to my market updates.
This is where I drop what I’m watching, the levels that matter, and my thoughts as stuff moves. Simple goal: we learn together and make cleaner decisions.
Last week in the group we caught that $TSLA dip Carter called — it ran +17.82%. Tonight’s the real one though. After hours we’ve got $MSFT, $GOOGL, and $NOW all reporting. As you can see in the screenshot from the group, people are already spamming “Plan” waiting on the exact game plan.
We already put together the Post-Earnings Game Plan for tonight.
Want in and get the plan? Just reply “Plan” below or DM me and I’ll send it over 👇
Nothing’s guaranteed — these are just my notes and how I’m approaching it. Your trades, your call.
Stop following the noise.
These 10 FinTwit accounts actually move the needle.
If you haven’t followed them yet — do it right now.
Bookmark this thread.
Technical Analysis first 👇
10 Alfonso Peccatiello (@MacroAlf ）
Institutional-grade liquidity cycle and cross-asset analysis made simple. Former bank PM who explains the “why” behind the moves.
Haven’t followed him yet? You’re missing out. Go follow now.
1
46