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Monday 3/24

Good morning. Markets are gapping up on the PPI print — core came in at +0.2% vs +0.3% expected. Yields are pulling back.

How does that change the rate outlook? I'm still heavy in duration-sensitive names.

The 2-year yield dropped 8bps pre-market. That's a tailwind for $TLT and your $SCHD position. The market is now pricing ~68% odds of a June cut, up from 54% last week.

Ok. What about the tech book? I added to $NVDA last week and $AMZN is reporting Thursday.

Here's where your top tech positions stand heading into this week:

NVDA Up 4.2% since your add. Data center backlog commentary at GTC was strong. Hold.
AMZN Earnings Thursday after close. Street expects $1.14 EPS on $155B rev. AWS re-acceleration is the key metric.
AAPL Underperforming the Mag 7 YTD. China weakness persists but services revenue is a bright spot.
MSFT Copilot monetization still early. Azure growth expected 28% next quarter.

+ 4 Sources

NVDANVIDIA

$881.86$15.32, 1.77%

Should I trim NVDA into strength or let it run? It's now 14% of the portfolio.

At 14% concentration I'd scale out a third here. The risk/reward is skewed after a 40% move in 6 weeks. Lock in some gains and redeploy into laggards.

60%Stocks

Makes sense. Place a limit sell for 200 shares at $925 and trail a stop on the rest at $880.

Got it. I'll set a limit sell for 200 NVDA at $925 GTC and a trailing stop on the remaining 350 shares at $880.

Today

S&P 500 — 5D

Pre-market is flat after yesterday's sell-off. The $SPX is sitting right on the 20-day MA at 5,180. PCE data drops at 8:30 — if core comes in below 2.7% we likely bounce.

2 new messages

PCE just printed: headline 2.5%, core 2.6% — both in-line. Futures spiking. $ES_F up 22 handles. Your $TLT position is up 0.8% pre-market. $NVDA limit didn't fill yesterday — stock opened at $918.

Good — keep the limit at $925. What's the plan for AMZN into earnings tonight?

For the AMZN earnings play, I'd suggest the following:

Hold the core position 400 shares at $176 avg cost. The risk/reward into the print is favorable given the pullback.
Sell 2x April $195 calls against the position at ~$3.20 to collect $640 in premium as a hedge.
Set a hard stop at $168 in case of a miss, that's the 50-day MA and prior breakout level.

+ 4 Sources

iMax 444px

Monday 3/24

Good morning. Markets are gapping up on the PPI print — core came in at +0.2% vs +0.3% expected. Yields are pulling back.

How does that change the rate outlook? I'm still heavy in duration-sensitive names.

The 2-year yield dropped 8bps pre-market. That's a tailwind for $TLT and your $SCHD position. The market is now pricing ~68% odds of a June cut, up from 54% last week.

Ok. What about the tech book? I added to $NVDA last week and $AMZN is reporting Thursday.

Here's where your top tech positions stand heading into this week:

NVDA Up 4.2% since your add. Data center backlog commentary at GTC was strong. Hold.
AMZN Earnings Thursday after close. Street expects $1.14 EPS on $155B rev. AWS re-acceleration is the key metric.
AAPL Underperforming the Mag 7 YTD. China weakness persists but services revenue is a bright spot.
MSFT Copilot monetization still early. Azure growth expected 28% next quarter.

+ 4 Sources

NVDANVIDIA

$881.86$15.32, 1.77%

Should I trim NVDA into strength or let it run? It's now 14% of the portfolio.

At 14% concentration I'd scale out a third here. The risk/reward is skewed after a 40% move in 6 weeks. Lock in some gains and redeploy into laggards.

60%Stocks

Makes sense. Place a limit sell for 200 shares at $925 and trail a stop on the rest at $880.

Got it. I'll set a limit sell for 200 NVDA at $925 GTC and a trailing stop on the remaining 350 shares at $880.

Today

S&P 500 — 5D

Pre-market is flat after yesterday's sell-off. The $SPX is sitting right on the 20-day MA at 5,180. PCE data drops at 8:30 — if core comes in below 2.7% we likely bounce.

2 new messages

PCE just printed: headline 2.5%, core 2.6% — both in-line. Futures spiking. $ES_F up 22 handles. Your $TLT position is up 0.8% pre-market. $NVDA limit didn't fill yesterday — stock opened at $918.

Good — keep the limit at $925. What's the plan for AMZN into earnings tonight?

For the AMZN earnings play, I'd suggest the following:

Hold the core position 400 shares at $176 avg cost. The risk/reward into the print is favorable given the pullback.
Sell 2x April $195 calls against the position at ~$3.20 to collect $640 in premium as a hedge.
Set a hard stop at $168 in case of a miss, that's the 50-day MA and prior breakout level.

+ 4 Sources

Large 624px

Monday 3/24

Good morning. Markets are gapping up on the PPI print — core came in at +0.2% vs +0.3% expected. Yields are pulling back.

How does that change the rate outlook? I'm still heavy in duration-sensitive names.

The 2-year yield dropped 8bps pre-market. That's a tailwind for $TLT and your $SCHD position. The market is now pricing ~68% odds of a June cut, up from 54% last week.

Ok. What about the tech book? I added to $NVDA last week and $AMZN is reporting Thursday.

Here's where your top tech positions stand heading into this week:

NVDA Up 4.2% since your add. Data center backlog commentary at GTC was strong. Hold.
AMZN Earnings Thursday after close. Street expects $1.14 EPS on $155B rev. AWS re-acceleration is the key metric.
AAPL Underperforming the Mag 7 YTD. China weakness persists but services revenue is a bright spot.
MSFT Copilot monetization still early. Azure growth expected 28% next quarter.

+ 4 Sources

NVDANVIDIA

$881.86$15.32, 1.77%

Should I trim NVDA into strength or let it run? It's now 14% of the portfolio.

At 14% concentration I'd scale out a third here. The risk/reward is skewed after a 40% move in 6 weeks. Lock in some gains and redeploy into laggards.

60%Stocks

Makes sense. Place a limit sell for 200 shares at $925 and trail a stop on the rest at $880.

Got it. I'll set a limit sell for 200 NVDA at $925 GTC and a trailing stop on the remaining 350 shares at $880.

Today

S&P 500 — 5D

Pre-market is flat after yesterday's sell-off. The $SPX is sitting right on the 20-day MA at 5,180. PCE data drops at 8:30 — if core comes in below 2.7% we likely bounce.

2 new messages

PCE just printed: headline 2.5%, core 2.6% — both in-line. Futures spiking. $ES_F up 22 handles. Your $TLT position is up 0.8% pre-market. $NVDA limit didn't fill yesterday — stock opened at $918.

Good — keep the limit at $925. What's the plan for AMZN into earnings tonight?

For the AMZN earnings play, I'd suggest the following:

Hold the core position 400 shares at $176 avg cost. The risk/reward into the print is favorable given the pullback.
Sell 2x April $195 calls against the position at ~$3.20 to collect $640 in premium as a hedge.
Set a hard stop at $168 in case of a miss, that's the 50-day MA and prior breakout level.

+ 4 Sources

Wide 840px

Monday 3/24

Good morning. Markets are gapping up on the PPI print — core came in at +0.2% vs +0.3% expected. Yields are pulling back.

How does that change the rate outlook? I'm still heavy in duration-sensitive names.

The 2-year yield dropped 8bps pre-market. That's a tailwind for $TLT and your $SCHD position. The market is now pricing ~68% odds of a June cut, up from 54% last week.

Ok. What about the tech book? I added to $NVDA last week and $AMZN is reporting Thursday.

Here's where your top tech positions stand heading into this week:

NVDA Up 4.2% since your add. Data center backlog commentary at GTC was strong. Hold.
AMZN Earnings Thursday after close. Street expects $1.14 EPS on $155B rev. AWS re-acceleration is the key metric.
AAPL Underperforming the Mag 7 YTD. China weakness persists but services revenue is a bright spot.
MSFT Copilot monetization still early. Azure growth expected 28% next quarter.

+ 4 Sources

NVDANVIDIA

$881.86$15.32, 1.77%

Should I trim NVDA into strength or let it run? It's now 14% of the portfolio.

At 14% concentration I'd scale out a third here. The risk/reward is skewed after a 40% move in 6 weeks. Lock in some gains and redeploy into laggards.

60%Stocks

Makes sense. Place a limit sell for 200 shares at $925 and trail a stop on the rest at $880.

Got it. I'll set a limit sell for 200 NVDA at $925 GTC and a trailing stop on the remaining 350 shares at $880.

Today

S&P 500 — 5D

Pre-market is flat after yesterday's sell-off. The $SPX is sitting right on the 20-day MA at 5,180. PCE data drops at 8:30 — if core comes in below 2.7% we likely bounce.

2 new messages

PCE just printed: headline 2.5%, core 2.6% — both in-line. Futures spiking. $ES_F up 22 handles. Your $TLT position is up 0.8% pre-market. $NVDA limit didn't fill yesterday — stock opened at $918.

Good — keep the limit at $925. What's the plan for AMZN into earnings tonight?

For the AMZN earnings play, I'd suggest the following:

Hold the core position 400 shares at $176 avg cost. The risk/reward into the print is favorable given the pullback.
Sell 2x April $195 calls against the position at ~$3.20 to collect $640 in premium as a hedge.
Set a hard stop at $168 in case of a miss, that's the 50-day MA and prior breakout level.

+ 4 Sources

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Botsender

Copilot·12:44p

Hey, what do you think about $NVDA earnings?

Botmini

Yes

Bot1-line

I think the earnings will be strong this quarter.

Bot2-line

I think the earnings will be strong this quarter. The data center revenue should exceed expectations given the AI infrastructure demand.

Bot3-line

I think the earnings will be strong this quarter. The data center revenue should exceed expectations given the AI infrastructure demand. Plus the gaming segment has been recovering nicely — the new 50-series GPUs are selling well.

Bot@mention

@mcd have you seen the latest on $AAPL? Looks like they're about to announce something big.

Boturl

Check this out https://finance.yahoo.com/news/nvda-earnings — great breakdown.

Botimage

Copilot·12:45p

NVDA 1Y chart

Bottickers

Look at $NVDA $AAPL and $TSLA — all moving today.

Mesender+av

David·12:46p

Based on the headlines, should I trim some risk?

Mesender

David·12:46p

Based on the headlines, should I trim some risk?

Memini

Yes

Me1-line

Yes, what levels would you recommend for $NVDA?

Me2-line

I've been watching $NVDA closely. The run from $400 has been incredible but I'm worried about concentration risk in my portfolio.

Me3-line

I've been watching $NVDA closely. The run from $400 has been incredible but I'm worried about concentration risk. Should I also look at trimming my $QQQ position since there's so much overlap with the tech exposure? What about $AAPL — is that a hold?

Me@mention

@bill what's your take on the $TSLA position? Should we revisit the thesis?

Meimage

Dividerdate

Monday 2/27

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Raw bubble with $NVDA and @mention inline.

Atombubble me

Raw bubble with $NVDA and @mention inline.

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BA

Bill Ackman·12:44p

Atomsender me

David·12:46p

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earnings-q4.pdf

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portfolio.tsx

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Messages

Copilot·12:44p

Hey, what do you think about $NVDA earnings?

Yes

I think the earnings will be strong this quarter.

I think the earnings will be strong this quarter. The data center revenue should exceed expectations given the AI infrastructure demand.

I think the earnings will be strong this quarter. The data center revenue should exceed expectations given the AI infrastructure demand. Plus the gaming segment has been recovering nicely — the new 50-series GPUs are selling well.

@mcd have you seen the latest on $AAPL? Looks like they're about to announce something big.

Check this out https://finance.yahoo.com/news/nvda-earnings — great breakdown.

Copilot·12:45p

NVDA 1Y chart

Look at $NVDA $AAPL and $TSLA — all moving today.

David·12:46p

Based on the headlines, should I trim some risk?

David·12:46p

Based on the headlines, should I trim some risk?

Yes

Yes, what levels would you recommend for $NVDA?

I've been watching $NVDA closely. The run from $400 has been incredible but I'm worried about concentration risk in my portfolio.

I've been watching $NVDA closely. The run from $400 has been incredible but I'm worried about concentration risk. Should I also look at trimming my $QQQ position since there's so much overlap with the tech exposure? What about $AAPL — is that a hold?

@bill what's your take on the $TSLA position? Should we revisit the thesis?

Monday 2/27

Unread

Raw bubble with $NVDA and @mention inline.

BA

Bill Ackman·12:44p

David·12:46p

Input / Compose

NVDA-chart.png

earnings-report.pdf

chat-compose.tsx

report.pdf

portfolio.tsx

earnings-q4.pdf

dashboard.tsx

chat-compose.tsx

NVDA-chart.png

portfolio.tsx

Attachment Badges

earnings-report.pdf

NVDA-chart.png

portfolio.tsx

mcdonut

chart-1.png

earnings-report.pdf

page.tsx

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Messages

Copilot·12:44p

Hey, what do you think about $NVDA earnings?

Yes

I think the earnings will be strong this quarter.

I think the earnings will be strong this quarter. The data center revenue should exceed expectations given the AI infrastructure demand.

I think the earnings will be strong this quarter. The data center revenue should exceed expectations given the AI infrastructure demand. Plus the gaming segment has been recovering nicely — the new 50-series GPUs are selling well.

@mcd have you seen the latest on $AAPL? Looks like they're about to announce something big.

Check this out https://finance.yahoo.com/news/nvda-earnings — great breakdown.

Copilot·12:45p

NVDA 1Y chart

Look at $NVDA $AAPL and $TSLA — all moving today.

David·12:46p

Based on the headlines, should I trim some risk?

David·12:46p

Based on the headlines, should I trim some risk?

Yes

Yes, what levels would you recommend for $NVDA?

I've been watching $NVDA closely. The run from $400 has been incredible but I'm worried about concentration risk in my portfolio.

I've been watching $NVDA closely. The run from $400 has been incredible but I'm worried about concentration risk. Should I also look at trimming my $QQQ position since there's so much overlap with the tech exposure? What about $AAPL — is that a hold?

@bill what's your take on the $TSLA position? Should we revisit the thesis?

Monday 2/27

Unread

Raw bubble with $NVDA and @mention inline.

BA

Bill Ackman·12:44p

David·12:46p

Input / Compose

NVDA-chart.png

earnings-report.pdf

chat-compose.tsx

report.pdf

portfolio.tsx

earnings-q4.pdf

dashboard.tsx

chat-compose.tsx

NVDA-chart.png

portfolio.tsx

Attachment Badges

earnings-report.pdf

NVDA-chart.png

portfolio.tsx

mcdonut

chart-1.png

earnings-report.pdf

page.tsx

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+ 4 Sources

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Botrich bullets

Based on your portfolio, here are my recommendations:

Trim NVDA position by 20% at current levels
Add to AMZN on any pullback below $180
Hold AAPL — earnings catalyst in 2 weeks
Set stop-loss on TSLA at $165

Botrich ordered

To rebalance your portfolio:

Sell 200 shares of NVDA at market open
Place limit buy for 50 AMZN at $178.50
Review remaining positions by EOD Friday

Botrich mixed

Market Analysis — March 25

The S&P 500 is showing signs of exhaustion after a 12% rally from February lows. Key levels to watch:

Support: 5,180 (20-day MA)
Resistance: 5,340 (all-time high)
Volume: Declining on up days — bearish divergence

Botrich code

Here's the API call to fetch your positions:

fetch('/api/portfolio/positions', {
  headers: { 'Authorization': 'Bearer ' + token }
})
  .then(res => res.json())
  .then(data => console.log(data))

This returns an array of Position objects with ticker, shares, and avgCost fields.

Botstock card

NVDANVIDIA

$881.86$15.32, 1.77%

Botcompare

MCD$4.2m

84.87%

Nasdaq17.6k

20.77%

S&P 5005.4k

18.83%

DOW39.9k

13.45%

Botbar chart

Botallocation

60%Stocks

Botrxn emoji

This is a great opportunity to accumulate.

Merxn emoji

I'm trimming 500 shares at market open.

Botrxn ai

Copilot·12:47p

Based on your portfolio, I recommend trimming NVDA by 20%.

Bottrade

BUY:AMZN· Amazon· 1W

$420.00+$42.06 (11.34%)

Bullish

Metrade

SELL:TSLA· Tesla· 1D

$178.20-$12.40 (6.5%)

Bearish

Botlink preview

Apple's issue in China getting worse, receives second analyst downgradeApple shares fell 2.3% after a second analyst downgrade in a week citing declining China revenue.finance.yahoo.com

Botsource

Apple's issue in China getting worse, receives second analyst downgrade.

M@mcdonut✓·2h·💬 144·🔄 $66m

Large 624px

+ 4 Sources

Based on your portfolio, here are my recommendations:

Trim NVDA position by 20% at current levels
Add to AMZN on any pullback below $180
Hold AAPL — earnings catalyst in 2 weeks
Set stop-loss on TSLA at $165

To rebalance your portfolio:

Sell 200 shares of NVDA at market open
Place limit buy for 50 AMZN at $178.50
Review remaining positions by EOD Friday

Market Analysis — March 25

The S&P 500 is showing signs of exhaustion after a 12% rally from February lows. Key levels to watch:

Support: 5,180 (20-day MA)
Resistance: 5,340 (all-time high)
Volume: Declining on up days — bearish divergence

Here's the API call to fetch your positions:

fetch('/api/portfolio/positions', {
  headers: { 'Authorization': 'Bearer ' + token }
})
  .then(res => res.json())
  .then(data => console.log(data))

This returns an array of Position objects with ticker, shares, and avgCost fields.

NVDANVIDIA

$881.86$15.32, 1.77%

MCD$4.2m

84.87%

Nasdaq17.6k

20.77%

S&P 5005.4k

18.83%

DOW39.9k

13.45%

60%Stocks

This is a great opportunity to accumulate.

I'm trimming 500 shares at market open.

Copilot·12:47p

Based on your portfolio, I recommend trimming NVDA by 20%.

BUY:AMZN· Amazon· 1W

$420.00+$42.06 (11.34%)

Bullish

SELL:TSLA· Tesla· 1D

$178.20-$12.40 (6.5%)

Bearish

Apple's issue in China getting worse, receives second analyst downgradeApple shares fell 2.3% after a second analyst downgrade in a week citing declining China revenue.finance.yahoo.com

Apple's issue in China getting worse, receives second analyst downgrade.

M@mcdonut✓·2h·💬 144·🔄 $66m

Wide 840px

+ 4 Sources

Based on your portfolio, here are my recommendations:

Trim NVDA position by 20% at current levels
Add to AMZN on any pullback below $180
Hold AAPL — earnings catalyst in 2 weeks
Set stop-loss on TSLA at $165

To rebalance your portfolio:

Sell 200 shares of NVDA at market open
Place limit buy for 50 AMZN at $178.50
Review remaining positions by EOD Friday

Market Analysis — March 25

The S&P 500 is showing signs of exhaustion after a 12% rally from February lows. Key levels to watch:

Support: 5,180 (20-day MA)
Resistance: 5,340 (all-time high)
Volume: Declining on up days — bearish divergence

Here's the API call to fetch your positions:

fetch('/api/portfolio/positions', {
  headers: { 'Authorization': 'Bearer ' + token }
})
  .then(res => res.json())
  .then(data => console.log(data))

This returns an array of Position objects with ticker, shares, and avgCost fields.

NVDANVIDIA

$881.86$15.32, 1.77%

MCD$4.2m

84.87%

Nasdaq17.6k

20.77%

S&P 5005.4k

18.83%

DOW39.9k

13.45%

60%Stocks

This is a great opportunity to accumulate.

I'm trimming 500 shares at market open.

Copilot·12:47p

Based on your portfolio, I recommend trimming NVDA by 20%.

BUY:AMZN· Amazon· 1W

$420.00+$42.06 (11.34%)

Bullish

SELL:TSLA· Tesla· 1D

$178.20-$12.40 (6.5%)

Bearish

Apple's issue in China getting worse, receives second analyst downgradeApple shares fell 2.3% after a second analyst downgrade in a week citing declining China revenue.finance.yahoo.com

Apple's issue in China getting worse, receives second analyst downgrade.

M@mcdonut✓·2h·💬 144·🔄 $66m

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Fed Holds Rates Steady, Signals Patience on Future Cuts

Apple's issue in China getting worse, receives second analyst downgrade

Apple's issue in China getting worse, receives second analyst downgrade

NVIDIA Reports Record Q4 Revenue of $22.1B, Beating Expectations

Mag 7 Rally Stalls as Rotation into Small Caps Accelerates

Market Analysis — March 25

Large 624px

Fed Holds Rates Steady, Signals Patience on Future Cuts

Apple's issue in China getting worse, receives second analyst downgrade

Apple's issue in China getting worse, receives second analyst downgrade

NVIDIA Reports Record Q4 Revenue of $22.1B, Beating Expectations

Mag 7 Rally Stalls as Rotation into Small Caps Accelerates

Market Analysis — March 25

Wide 840px

Fed Holds Rates Steady, Signals Patience on Future Cuts

Apple's issue in China getting worse, receives second analyst downgrade

Apple's issue in China getting worse, receives second analyst downgrade

NVIDIA Reports Record Q4 Revenue of $22.1B, Beating Expectations

Mag 7 Rally Stalls as Rotation into Small Caps Accelerates

Market Analysis — March 25