After seeing the Datadog quarter and their guidance for 25%ish revenue growth in 2023, the cloud spending slowdown is confirmed. That means that my thesis that DDOG and SNOW are overvalued is correct.
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I’m closing the SQQQ position when the market opens this morning. This week had a lot of turnover in the portfolio and I uncharacteristically made a…
This sale will take place around 3pm EST today so you’re getting this before I make the sale. I’ll be putting the proceeds directly into my short-term…
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I have a confession to make. I consider myself a long-term investor but as I’m seeing meme stocks rally and unproven tech stocks like post guidance…
This is going to piss a lot of people off.
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Audio recording as well!
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Portfolio Value: $146,285 (+$45,000 YTD)
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Quick note here. I’ll be selling Shopify today after the market opens. Shopify is a fantastic company, but after a 58% gain over a very short period of…
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Growth Curve By Austin Lieberman