$CELH forming a wedge
$UPST sitting on the trendline
$FUTU still above the trendline
$CLPT still in the wedge, hoping to great a breakout soon
$STEM sitting on a trendline, if we break here we probably head towards $26
$SOFI needs to hold here at $15.50 otherwise we probably test $15
$LTCH bounced off that support line so we should be good here as long as we hold above
$FRHC looks alright (broke first trend line) as long as we stay above $62
$ZIM should be alright as long as we don't break below this support line
$DMTK needs to hold the 200d or we likely find support around $33
$UPST is sitting right on the YTD anchored VWAP at $114.69 (great place to be a buyer in my opinion)
$ATER is sitting on the support line going back to mid May, after which the stock bounced 75-80% higher before the company clobbered investors with a stock offering
$DM trading horrible, falling wedge that could take us lower but one of these days we'll find a bottom and get a breakout similar to $WISH

$DM looks expensive because the majority of their revenues are coming in second half of 2021 -- then the stock will look cheap.
$OZON looks good as long as we stay above the support trendline
$DNMR needs to stay above $20.50 otherwise we might retest the May lows
$EOLS is in no-man's land, if we don't hold the 100d then we should have support around $11
$CLF pullback to the 20d but still in a bullish uptrend
$TMDX has two big catalysts coming up (FDA advisory panel for OCS Liver today and FDA decision for OCS Heart DBD in the next few weeks) so we're likely breaking up or breaking down 😐
$PGNY is another stock I'm watching closely, hoping for a pullback to this support trendline and then I might start a position because the fundamentals are strong
$LEV is another stock I like long-term although no current position, I'd consider getting in around that $13.91 support but otherwise I'd definitely be a buyer under $13 expecting to get a triple bottom then bounce
Small/mid caps (ie $IWM) could be setting up for a bounce off this trend line that goes back to mid-May

If we break below $218.50 on the $IWM then next support would be around $215.75 which would be the trendline that goes back to January

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More from @JonahLupton

12 Jul
We have decided to go with the @JWMarriott and @RitzCarlton in Orlando for the FinTwit Conference during Columbus Day Weekend (October 8-10).

Tomorrow morning I'll open the bank account then sign the contract and put down the $10,000 deposit.
I have not finalized the exact schedule and where everyone is getting slotted in but so far we have an amazing group of speakers confirmed including: @PatternProfits @alphatrends @hhhypergrowth @StackInvesting @Trendspider_J @Hugh_Henne @RichardMoglen
Between the keynote speakers, breakout sessions and panels we'll have approximately 12 speakers in total.

Since attendees will have to pick which breakout sessions to attend it means they'll miss some however everyone that buys a ticket will also get the recordings for free.
Read 19 tweets
8 Jul
I'm hoping to finalize the FinTwit Conference details by tomorrow -- it will be Columbus Day weekend in October.

Turns out the JW Marriott and Ritz Carlton are next to each other and share the same pool

JW Marriott: marriott.com/hotels/travel/…

Ritz Carlton: ritzcarlton.com/en/hotels/flor…
We've negotiated a block of rooms at both properties for $239/night plus $20 resort fee (down from $40 normally).

We've also decided to do all the content/speaking in one day (Saturday from 9am-1pm) instead of breaking it up over two days which just increases F&B costs.
This means the new schedule would be:
Friday 6-8pm: happy hour (cash bar)
Saturday 8-9am: buffet breakfast (included)
Saturday 9am-12:30pm: speakers, breakout sessions, panels (included)
Saturday 12:30-1:15pm: lunch (included)
Saturday afternoon: OPEN
Sunday: OPEN
Read 8 tweets
8 Jul
Here's my recent interview with @OptoCMC -- I discussed why I like $UPST and $FUTU so much at current prices

**spoiler alert** because their fundamentals are incredible; I'm expecting 170-190% revenue growth from both companies this year

Listen: podcasts.apple.com/gb/podcast/71-…
On a related note, we got a perfect bounce off the trend line today for $UPST -- this could be the near term bottom that many investors and large funds have been waiting for post-IPO lockup expiration which was three weeks ago.
Lastly, here's a recent interview with Sam Sidhu, COO of Customers Bank (one of $UPST's bank partners); they've been working with $UPST for several years and are now processing $100+ million of consumer loans per month through the $UPST platform.

Watch:
Read 4 tweets
2 Jul
7 months ago I loaded up on $UPST $FUTU $CELH before the big revenue growth kicked in -- this worked out very well.

Now I'm doing the same thing with $DMTK $DM $CLPT b/c the big revenue growth will kick in over the next 4-6 quarters which should move these stocks much higher. Image
Just to be clear, $UPST $FUTU and $CELH are still my largest positions and I've been adding to each of them the past few days but I expect $DMTK $DM and $CLPT to be massive winners over the next 18 months as we get into that revenue acceleration.
If you don't know much about 3D printing (especially 3D printing for metal compounds/materials) then this is a great video to get you started that compares 3D printing to the more traditional methods of making metal parts ie casting and stamping

Read 4 tweets
2 Jul
I just got Nielsen scan data for $CELH over last 12 weeks: +198%

This means for Q2 revenues $CELH should do around 198% YoY for US

If international only does 20% YoY we should see $CELH post Q2 revenue growth of 160-165% YoY 🚀

Right now analysts are looking for 78% YoY for Q2
Here are the consensus numbers from analysts for full year 2021 and quarterly.

Now that we have Q2 data from Nielsen there’s no excuse for these analysts not to raise their numbers. Otherwise I have no idea why they are even covering $CELH

I have $CELH doing $290M+ in 2021. ImageImage
This is by far the most empty I have ever seen @CelsiusOfficial shelves at my local @shaws 😬 Image
Read 5 tweets
29 Jun
Today I spoke with 10 different hotels in Florida including Miami Beach, Coral Gables, Fort Lauderdale, Hollywood and Tampa.

Every property I'm talking to either has insane room rates or no event space available or event space that's too small for 500+ people.

Please read 👇🏽👇🏽
Since I'm not a professional event planner I just hired one to help me out.

Don't worry, this won't change any of the event costs or ticket prices -- she actually gets paid by the hotel as a "finders fee or commission" for bringing them our business.
After spending most of today on the phone, I'm less confident we'll be able to do this in Miami. Even if one of the nicer hotels has the available event space for us (and most don't), the room rates are $450+ per night at most places and nobody is doing discounts over 10%.
Read 9 tweets

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