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 MSFT by @BagholderIQ on X since Aug 2025: not yet scored on MSFT (as of Nov 12, 2026).
Other assets covered (53)
Relative view by default: fewer than 30 MSFT 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
I’m trying to become a better investor, not a busier one. - Own fewer, better businesses. - Buy quality at sensible valuations. - Look for strong returns on capital, durable margins and competitive advantages. - Think in 5–10 year timeframes. - Don’t chase rallies or panic when stocks fall. Cash is a position too. As Buffet says “Buy the business, not the stock” That’s the lesson I’m learning. $well $o $ctre $MSFT $bn
View original →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 think the market is massively underestimating how fast AI is going to progress. We look at what AI can do today and try to predict where it will be in 5 years, but look at how much has changed in just the last 2 years. Coding, reasoning, images, video, voice, agents. What happens if that pace continues? Self driving could become normal. Robots could start replacing a lot of physical work. Businesses could run with far fewer employees. Drug discovery and manufacturing could change completely. I don’t think people appreciate how different the world could look by 2031. The biggest risk with AI might not be overestimating it. It might be assuming progress will be linear That’s one reason I like $META, $MSFT, $NOW and $UBER in my portfolio. If AI progresses faster than expected, I want to own companies that can actually benefit from it
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