I just made 3 trades in my portfolio. 1) Sold almost 100% of my $MSFT and $AAOl Largely to maintain my cash position, even though I want to buy other stocks.… 2) Bought ~30% more $TSLA and $AMZN What canI say.…I think this stock is mis priced under $400! 3) Bought another ~40%

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1. #1

   I'll only say this once. These 7 stocks could look very different after the next earnings cycle... 1. $CRCL (Circle)→ $64 Strong Buy 2. $PLTR (Palantir) → $173 Must Buy 3. $AXTI (…

   William MoonWilliam Moon @guaguaaiwo · 2026-08-11

   
2. #2

   I'll only say this once. These 7 stocks could look very different after the next earnings cycle... 1. $CRCL (Circle)→ $68 Strong Buy 2. $PLTR (Palantir) → $174 Must Buy 3. $AXTI (…

   William MoonWilliam Moon @guaguaaiwo · 2026-08-11

   
3. #3

   IMPLIED VOLATILITY FOR EARNINGS THIS WEEK $LITE ±24.4% $COHR ±20.9% $ENVX ± 19.2% $NBIS ±17.0% $ASTS ± 15.8% $RKLB ±15.0% $HIMS ±14.5% $CRWV ±14.1% $SMCI ±13.5% $CAVA ±12.7% $SE ±…

   William MoonWilliam Moon @guaguaaiwo · 2026-08-11

   
4. #4

   🚨IMPLIED VOLATILITY FOR 📈 📉EARNINGS THIS WEEK $LITE ±24.4% $COHR ±20.9% $ENVX ± 19.2% $NBIS ±17.0% $ASTS ± 15.8% $RKLB ±15.0% $HIMS ±14.5% $CRWV ±14.1% $SMCI ±13.5% $CAVA ±12.7% $…

   William MoonWilliam Moon @guaguaaiwo · 2026-08-10

   
5. #5

   My wife and I both work at JPMorgan Chase. Most people do not realize how many tech giants are already deep in bear market territory. I'm only going to say this once: Buy before A…

   William MoonWilliam Moon @guaguaaiwo · 2026-08-10

   
6. #6

   My August advice: • $SNOW (Snowflake) — Don't buy • $PLTR (Palantir Technologies) — Don't buy • $ARM (Arm Holdings) — Don't buy • $AAPL (Apple) — Buy at $210-$218 • $MSFT (Microso…

   William MoonWilliam Moon @guaguaaiwo · 2026-08-10

   

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