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 MCD by @BagholderIQ on X since Aug 2025: not yet scored on MCD (as of Nov 12, 2026).
Other assets covered (53)
3 MCD calls on record, a thin history.
Relative view by default: fewer than 30 MCD 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.
View call →Hover the chart to read the thesis of that period · click a day to pin it
One of those days when almost everything in my portfolio is green. $MSFT +4.85% $MCD +3.96% $BN +3.62% $BRK.B +1.47% $O +1.36% $WELL +0.88% $CTRE +0.90% Different sectors. Different businesses. Same philosophy. Buy quality businesses, understand what you own, be patient and let compounding do its thing.
View original →I just drove past a McDonald’s on a Wednesday evening and the car queue was huge Don’t tell me the big arches is dead $MCD
View original →I’m watching $MCD closely here. The stock is getting punished for weak traffic, a tougher consumer and concerns that growth has slowed.But this is exactly where valuation starts to matter. My buy zones: $225 → starter position ~17.4x forward earnings / ~3.3% yield $215 → add ~16.7x / ~3.5% yield $200 → get much more interested ~15.5x / ~3.7% yield $175 → serious opportunity if the fundamentals haven’t broken ~13.6x / ~4.25% yield The thesis isn’t that McDonald’s suddenly becomes a high-growth company. It’s that you’re potentially buying one of the world’s strongest restaurant brands, with massive scale, franchising economics, real-estate exposure and a powerful dividend at a valuation that already prices in a lot of bad news.
View original →Why don’t $MCD just turn loss making restaurants into data centres ? We all know they own the land
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