Stock Talk @stocktalkweekly says you can't build real conviction by trying to be an expert in 20 industries. When he sees investors switching from banks to AI to healthcare, he doubts they understand what they own. His answer was to narrow down. He has spent the last decade trading almost only technology stocks and learning semiconductors, electronics manufacturing, supply chains and batteries, down to which parts are cyclical, where the moats are and what the margins look like.

"Burry, for example, predicted one crash over his entire career and called for 50." @stocktalkweekly says no short seller has ever consistently predicted crashes. In 30 or 40 years, most never call one in time, "which is all that matters." His takeaway is that nobody can predict crashes, but you should always know the risk factors in the background.

X is the best free tool out there for stock market investors and traders ... If you're following the right people Here are A Bunch of my favorite accounts you should be following 👀⬇️ @WOLF_Financial @TheETFTracker @WOLF_TradingX @faststocknewss @ralliesarena @AceTheKid @WolfRyan @stocktalkweekly @LeverageShares @StocksOnSpaces @SawyerMerritt @IPONewsroom_ @MapleStax @Sam_Badawi @amitisinvesting @JaguarAnalytics @PaperGainsInc @KCTrades777 @adampatti @Futurenvesting @Mr_Derivatives @wallstengine @IncomeETFDaily @carbonfinancex @JRupena @ArkkDaily @wliang @sunxliao @LeverageETFs @WOLF_Bitcoin_ @TickerSymbolYOU @stocksnipa @oliwalkerjones @OptionsMike @bclund @GavBlaxberg @RedDogT3 @eliano @LowBeta @austinhankwitz @BullTradeFinder @everytimeicash @ThemesETFs @WillOHara131 @wholemars @Dr_Crossroads @KrisPatel99 @TomLeeTracker @hamids @StockSavvyShay

Wow! We could not have been more impressed by @WOLF_Financial 's first in-person summit in NYC. From the live trading session (pictured) to the insightful panels throughout, this was an elite event with the rare chance to chat with some great minds including @stocktalkweekly @Sam_Badawi @JC_ParetsX @WolfRyan @KCTrades777 @stocksnipa @StockMKTNewz @PaperGainsInc @MapleStax @AceTheKid @BullTradeFinder & @RedDogT3 🏆Congrats to @GavBlaxberg and team for a job well done!

Only a few days left until the WOLF Summit. The difference between the people in that room and the people who aren't isn't luck. It's that one group is walking out with actual things to implement, real setups from Peter Tuchman, a systematic way to trade NFP from Paper Gains, what it actually takes to survive 25 years from Scott Redler, a real process for picking stocks from Stocktalk, and the other group is still scrolling for the same answers. A rising tide lifts all ships. This is the room where that tide actually moves. We're down to the last handful of seats. Once they're gone, that's it, no second date. Only $250 with a funded Public account.

How to fill your "free time" as a trader: (full breakdown...feel free to bookmark + use) Some of you guys know that the majority of big success in trading comes from waiting + letting positions work. I've talked about this before, but it's too important not to resurface. So how do I fill the extra time with stuff that makes me a better active investor? Welp, I'll walk you though some of what I do. Do Deeper (Continuous) Research: > what's a stock/theme that everyone's overlooking > find cases of unusual volume, insider activity, etc > study thematic maps + changes over time (finviz) > dig into geopolitics, macro > study historical tendencies of markets > look deeply into teams & leadership > understand a company's moat + potential > keep digging into your current positions' thesis Education: Youtube channels: > @Qullamaggie (swing trading mechanics) > @RealSimpleAriel (swing trading, etc) > Amit Kukreja @amitisinvesting (deep dives) > @TheShortBear (all his old stuff is gold) > @TraderLion (well-rounded edu) > Harvard Innovation Labs (business acumen) > Institute of Trading (retail trading) > @Wordsofrizdom (conversations with traders) > @tbpn (business acumen + current events) > will be adding more Substacks: ~ @agnostoxxx's (good mix of macro, ideas, thoughts) ~ @zastocks's (trading principles, lessons, research) ~ @citrini (all around, thematic deep research) ~ @market_sleuth (experience, vix + data, lessons) ~ @michaelsikand, asymmetrical bets (deep research) ~ @babyfolio's edelbridge alpha ~ @Gaetano2026 (photonics, ai, tech) ~ @ren_stocks (ai infra, semis, tech) ~ @TheBigBerbowski (great guy, great writeups) ~ others based on your style Messing around with tools + seeing how to best leverage: - @finviz_com (screeners, thematic maps, etc) - @GodelTerminal (data feeds, movers, news) - @tradingview (charts, scripts, indicators) - bunch more, but it's always good to mess around with tools & see what functionality can help you Interviews: - @StocksOnSpaces (@stocktalkweekly + team) - @MollySOShea's interviews (ceo's, executives, pe/vc) - @patrick_oshag's interviews (investing + market legends) - @amitisinvesting's interviews (ceo's, public companies, leaders) Data dropping favs: + @ConnorJBates_ (data, charts, sentiment) + @WallStJesus (surveys, price target changes, etc) + @KobeissiLetter (deep analysis, news, data) Books: = Reminiscences of a Stock Operator (psych + cycles) = Market Wizards (pattern recognition across styles) = The Psychology of Money (behavior > strategy) = Poor Charlie’s Almanack (decision making) = The Outsiders (capital allocation) Use "free time" to get smarter on markets, business, and how the game works...without overtrading or making stupid trades out of boredom. Other things to observe: > use @finviz_com's (or other) screeners for top gainers/losers, most active, unusual volume, etc. > what headlines dropped + how did those assets react? > which names have relative strength consistently? > what doesn't make sense? > what are the next big catalysts for the markets overall, and your assets? Don't forget to review performance: - use some of your "free time" to go back and review the past few months/years. - what worked? what didn't? why didn't it work? what should I change? - where did I break my rules? - average holding period, % performance month by month, etc - know what makes you tick. find your weaknesses. use data to understand your style Physically LEAVE the desk & screens: > go for a walk > workout > go to the coffee shop > hang out with your kids > drive around with your wife This isn't everything, but it's a start on how to best use your "free time" during, after, or in between trades. The edge isn’t doing more…it’s doing less, with better information. Luc

Well that was an interesting morning for me hahaha. Anyways back to stock talk! $GOOGL looking miserable in pre. Cracked below the 200dma and trading at a fresh 1.5 month low now almost officially hitting a bear market. I liked this name at $340. Will love this name at $330. Will marry this name at $320.