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 WELL by @BagholderIQ on X since Aug 2025: not yet scored on WELL (as of Nov 12, 2026).
Other assets covered (53)
Relative view by default: Bag Holder IQ leans one way on 100% of days, so a softer or opposite tone stands out against their usual stance.
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’m not saying AI isn’t the future. It absolutely is. But I’m increasingly uncomfortable with the valuations and risk in some of these high-flying AI stocks. I’ve taken a different route. More Berkshire, Welltower and CareTrust. I’d rather own quality businesses with strong balance sheets, cash flow and long-term demand behind them. You don’t have to chase every AI rally. There are plenty of opportunities elsewhere. $BRK.B $WELL $CTRE $O
View original →While everyone is chasing shiny AI stocks, I’m investing in a different, inevitable megatrend: our ageing population. $WELL $CTRE Welltower just delivered outstanding results: • Normalised FFO/share up 24.6% • Same-store NOI growth of 15.8% • Senior housing NOI growth of 21% • Raised full-year FFO guidance An ageing population isn’t a short-term trend. It’s a decades-long opportunity. And by the way they will also benefit from AI Sometimes the best investments are hiding in plain sight.
View original →Missed the huge run in $WELL? You might want to look at $CTRE. The ageing population isn’t going away. Demand for senior care is growing, and CareTrust is expanding its portfolio while delivering strong FFO growth. The difference? You may still be able to get in before the market fully prices in the opportunity. Growing earnings. A solid dividend. A structural tailwind that will play out for decades. Everyone wants to find $WELL before it took off. $CTRE that opportunity today
View original →$WELL is one of the easiest stocks for me to stay bullish on. This quarter was rediculous • FFO/share +23% • Senior housing NOI +22% • Occupancy +370 bps • Revenue/occupied room +5% • Expenses/occupied room only +0.4% • NOI margin expanded 320 bps This isn’t just a demographic story anymore. It’s operating leverage kicking in. Aging population + rising occupancy + pricing power + falling incremental costs = a pretty damn powerful compounding machine.
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