Called $ORCL bullish on Jul 26, 2026: $ORCL rose 38% in 6 weeks.
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Long term investor Visionary Investor. Focused on technology and futurism. Stocks and crypto lover.
Cite asCryptoQuant has tracked the directional calls on APP by @BagholderIQ on X since Aug 2025: not yet scored on APP (as of Nov 12, 2026).
Other assets covered (53)
Relative view by default: fewer than 30 APP calls or days on record.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @BagholderIQ to submit corrections.
Called $ORCL bullish on Jul 26, 2026: $ORCL rose 38% in 6 weeks.
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Funny I brought again at $170 Sold at $175 Knew there was more cockroaches to come out $NVDA https://t.co/w9R1l68ifD
View original →I’ve been spending time looking through the businesses Berkshire Hathaway actually owns, and honestly, it’s fascinating. We all talk about Buffett’s stock portfolio, Apple, Coca-Cola, American Express and the usual names. But there’s another side to Berkshire that I think is even more interesting. GEICO. BNSF Railway. Duracell. See’s Candies. Dairy Queen. Precision Castparts. Lubrizol. Clayton Homes. Berkshire Hathaway Energy. The list goes on. Think about that for a moment. An insurance company, one of America’s largest railway networks, a globally recognised battery brand, chocolate, restaurants, aerospace components, chemicals, housing and energy infrastructure. What connects them? They’re not necessarily exciting businesses. They’re not all chasing the latest technology trend. They’re businesses with established competitive advantages, strong customer relationships, pricing power, essential products and the ability to generate cash year after year. That’s what I find so impressive about Berkshire. Buffett understood that you don’t need to find the next Nvidia to build extraordinary wealth. Sometimes the best investment is a relatively boring business that keeps making money, reinvesting capital and strengthening its competitive position over decades. It also makes me look differently at my own portfolio. Am I buying genuinely outstanding businesses, or am I simply getting excited about what a stock might do next? For the next 10 years, I’d rather own companies with durable economics, strong balance sheets and management that knows how to allocate capital. The real question isn’t which stock will double next month. It’s which businesses will still be outstanding in 2036. That’s the kind of investing I want to get better at. What Berkshire-owned business impresses you most? $BRK.B
View original →Might be the wrong word in the circumstances but I have entered $NVDA Finally at a good price
View original →I’ve been looking closely at the AI infrastructure stocks after the recent sell-off. My current ranking for a 5–10 year investor: $IREN – 8.5/10 $NBIS – 7.6/10 $CRWV – 7.4/10 $APLD – 7.4/10 IREN comes out on top for me. Power ownership, AI demand, contracted revenue and improving GPU economics make an interesting combination. But the risks are real: massive capex, financing, dilution and execution. A great industry doesn’t automatically make every stock a great investment.
View original →200 shares of Nvidia in 2013. Cost: $2,400. Then the splits did the work. 4-for-1 in 2021. 10-for-1 in 2024. 200 shares became 8,000. Today: $1,413,360. A 589x return. A month ago it was $1.9M. What's the one stock you wish you'd bought 10 years ago? $NVDA
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