GET READY FOR A VERY IMPORANT WEEK AHEAD IN THE STOCK MARKET

Here's a full catalyst watch to help you get prepared

A thread🧵⬇️ EARNINGS SEASON IS BACK ... AND IN FULL SWING

This week we have earnings from companies including

Tesla $TSLA
Apple $AAPL
Microsoft $MSFT
Meta Platforms $META
UnitedHealth $UNH
Boeing $BA
Starbucks $SBUX
$ASML
Mastercard $MA
Visa $V
$SOFI
Exxon Mobil $XOM
American Express $AXP

and many many more

(Earnings calendar taken from @EarningsHubHQ)

x.com/EarningsHubHQ/…

Many of the most famous investors in the world including Warren Buffett, Bill Ackman and a bunch more just updated their portfolios this week

Here's what their largest holdings looked like as of the end of Q3

(A thread🧵⬇️)

Warren Buffett 🐐 and Berkshire Hathaway Bill Ackman:

Important info

All the portfolios are their holdings as of the end of Q3 (September 30th) … all of the info was taken from 13F forms filed with the SEC and the photos are from @fiscal_ai

Many famous investors including Warren Buffett, Bill Ackman and a bunch more just updated their portfolios

Here's what their portfolios looked like as of the end of Q3 (A thread🧵⬇️)

Warren Buffett 🐐 and Berkshire Hathaway: Bill Ackman:

Important info:

All the portfolios are their holdings as of the end of Q3 or September 30th … all of the info was taken from 13F forms filed with the SEC and the photos are from Dataroma

GET READY FOR THE CRAZIEST WEEK OF THE QUARTER AHEAD IN THE STOCK MARKET

Here's a full catalyst watch to help you get prepared

A thread 🧵⬇️ The busiest earnings week of the quarter is here ... get ready

We have earnings from companies including:

Apple $AAPL
Microsoft $MSFT
Google $GOOGL
Amazon $AMZN
Meta Platforms $META
UnitedHealth $UNH
Eli Lilly $LLY
Exxon Mobil $XOM
Visa $V

and much more

https://x.com/EarningsHubHQ/status/1982443813705576645

The S&P 500 will announce later today what companies will be added to the index ... who do you think gets in?

For those who don't know, the index announces its quarterly rebalance every year on

- The first Friday of March
- The first Friday of June
- The first Friday of September
- The first Friday of December

The stocks actually get added to the index on the 3rd Friday within those months

The index will also be rebalanced when companies from within the ~500 companies get acquired. Often after the markets close on the same day the company being acquired stops trading is when S&P announces another company being added

Here is every stock that has been added to the S&P 500 since the start of 2023

- August 2025: Interactive Brokers $IBKR
- July 2025: Square (Block) $XYZ, Trade Desk $TTD, Datadog $DDOG
- May 2025: Coinbase $COIN
- March 2025: DoorDash $DASH, TKO Group $TKO, Williams Sonoma $WSM, and Expand Energy $EXE
- December 2024: Apollo Global $APO, Workday $WDAY, Lennox $LII
- November 2024: Texas Pacific $TPL
- September 2024: Palantir $PLTR, $DELL, and $ERIE
- July 2024: Smurfit Westrock $SW
- June 2024: CrowdStrike $CRWD, $KKR, and GoDaddy $GDDY
- May 2024: Vistra $VST
- April 2024: GE Vernova $GEV and Solventum $SOLV
- March 2024: Super Micro $SMCI and Deckers $DECK
- December 2023: $UBER, Jabil $JBL, and Builders $BLDR
- October 2023: Lululemon $LULU, Hubbell $HUBB, and Veralto $VLTO
- September 2023: Airbnb $ABNB, Blackstone $BX
- August 2023: Kenvue $KVUE
- June 2023: Palo Alto $PANW
- May 2023: $AXON
- March 2023: Fair Issac $FICO, Bunge $BG, and Insulet $PODD
- January 2023: GE Healthcare $GEHC BE THE FIRST TO KNOW WHO GETS ADDED TO THE INDEX

I will be live on YouTube for the S&P 500 index rebalacning with some really smart people ... come join up

Here's the link to get your reminders set (Subscribe while you're there ⬇️⬇️)

youtube.com/live/Kyz4CvfbV…

GET READY FOR ANOTHER HUGE WEEK AHEAD IN THE STOCK MARKET

Here's a full catalyst watch to help you get prepared

A thread 🧵⬇️ The biggest known event we'll be watching for this week is:

- The Fed's Jackson Hole Economic Symposium which includes a press conference from Jerome Powell at 10 AM ET on Friday

Many of the most famous investors in the world including Warren Buffett, Bill Ackman and a bunch more updated their portfolios this week

Here's what their largest holdings looked like as of the end of Q2

(A thread🧵⬇️)

Warren Buffett and Berkshire Hathaway Bill Ackman:

Important info

All the portfolios are their holdings as of the end of Q2 … all of the info was taken from 13F forms filed with the SEC and the photos are from @fiscal_ai

Many famous investors including Warren Buffett, Bill Ackman and a bunch more just updated their portfolios

Here's what their portfolios looked like as of the end of Q2 (A thread🧵⬇️)

Warren Buffett: 🐐 Bill Ackman:

Important info:

All the portfolios are their holdings as of the end of Q4 … all of the info was taken from 13F forms filed with the SEC and the photos are from DataRoma

GET READY FOR ANOTHER HUGE WEEK AHEAD IN THE STOCK MARKET

Here's a full catalyst watch to help you get prepared

A thread 🧵 Monday:

(Shoutout to @SeekingAlpha for making this part of the catalyst watch)

GET READY FOR ANOTHER HUGE WEEK AHEAD IN THE STOCK MARKET

Here's a full catalyst watch to help you get prepared

A thread 🧵 EARNINGS SEASON IS IN FULL SWING ... we have another very busy earnings week incoming

https://x.com/EarningsHubHQ/status/1952086613187854606

GET READY FOR THE CRAZIEST WEEK OF THE QUARTER AHEAD IN THE STOCK MARKET

Here's a full catalyst watch to help you get prepared

A thread 🧵⬇️ The busiest earnings week of the quarter is here ... get ready

https://x.com/EarningsHubHQ/status/1949467323523645924

Here are some plays which may be worth doing more research into this weekend

A thread 🧵 These are the Bull and Bear picks on Prospero right now

Prospero is a free app im working with that uses AI to look at thousands of data points in real time to give you easy to understand signals and ratings

Long-Term Bull:

Facebook $META
Alibaba $BABA
Booking $BKNG
Mercadolibre $MELI
Autozone $AZO
Caterpillar $CAT
Microsoft $MSFT
Cigna $CI
Applovin $APP
UnitedHealth $UNH
S&P Global $SPGI

(Here's some text from the app in this section: "High Upside & Profitability + Low Downside support price gain over the next year. Low to mid short pressure and dark pool mitigate risk.")

Here are a bunch of stocks which may be worth doing more research into this weekend

A thread 🧵 These are the Bull and Bear picks on Prospero right now

Prospero is a free app im working with that uses AI to look at thousands of data points in real time to give you easy to understand signals and ratings

Short-Term Bull:

$META
Exxon Mobil $XOM
General Electric $GE
Nvidia $NVDA
Cloudflare $NET
Marvell $MRVL
Amazon $AMZN
Pepsi $PEP
$AMC
Carvana $CVNA

(Here's some text from the app in this section: "High net options & Net social favor a rise in price. High short pressure and dark pool filtered out to lower risk.")

JUST IN: Jerome Powell laid out what the 🇺🇸 Fed's current expectations are for 2025

Here's all the news you need to know 👀

A thread🧵⬇️ First as expected ... Jerome Powell and the Fed left rates unchanged at 4.25%-4.50% for this meeting

But the Summary of Economic Projections (SEP) is where it starts to get interesting

The SEP is where Jerome Powell and the Fed tell us what they currently expect for multiple economic factors going forward

GET READY FOR ANOTHER CRAZY WEEK AHEAD IN THE STOCK MARKET

Here's a full catalyst watch to help you get prepared

A thread🧵⬇️ Monday:

Shoutout to @SeekingAlpha for making this part of the catalyst watch

GET READY FOR ANOTHER HUGE WEEK AHEAD IN THE STOCK MARKET

Here's a full catalyst watch to help you get ready

A thread 🧵⬇️ Monday:

Watch out for Apple's $AAPL annual WWDC event which includes a keynote at 1PM ET on Monday

(Shoutout to @SeekingAlpha for making this part of the Catalyst Watch)

GET READY FOR ANOTHER HUGE WEEK AHEAD IN THE STOCK MARKET

Here's a full catalyst watch to help you get prepared

A thread 🧵⬇️ Monday and Tuesday:

The 🇺🇸 stock market is closed today (Monday)

Shoutout to @SeekingAlpha for making this part of the Catalyst Watch

Many famous investors including Warren Buffett, Bill Ackman and a bunch more recently updated their portfolios

Here's what their largest looked like as of the end of Q1 2025 ⬇️

Warren Buffett Bill Ackman:

These are their largest holdings as of the end of Q1 March 31st, any moves taken after that like the recently reported Amazon $AMZN stake for Ackman will be updated in their Q2 filings which come out around mid August

GET READY FOR ANOTHER HUGE WEEK AHEAD IN THE STOCK MARKET

Here's a full catalyst watch to help you get prepared

A thread 🧵 Monday:

(Shoutout to @SeekingAlpha for making this part of the catalyst watch)

Some of the best and most famous investors including Warren Buffett, Bill Ackman and many more just updated their portfolios

Here's what their portfolios looked like as of the end of Q1 2025 ⬇️

Warren Buffett 🐐 Bill Ackman:

Important info:

All the portfolios are their holdings as of the end of Q1 or March 31st … all of the info was taken from 13F forms filed with the SEC and the photos are from Dataroma

GET READY FOR ANOTHER HUGE WEEK AHEAD IN THE STOCK MARKET

Here's a full catalyst watch to help you get prepared

A thread 🧵 WARREN BUFFETT FULL PORTFOLIO UPDATE

13F Season is back this week ... some of the most famous investors including Buffett, Ackman, Tepper, Loeb and so on will be updating their portfolios

The deadline is Thursday night and these updates are what their portfolios looked like as of the end of Q1 (March 31st)