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swordfish

@swordfish_sa

Ride the wave.

Joined May 2026

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$AMZN.US
Bullish

AWS is basically their money machine, cloud computing running half the internet. The retail side is thinner margins but moves the volume, so when you see Amazon shares moving it's usually AWS earnings that matter most.

$ACL
Neutral

ACL's holding the line like the Boks in the 79th.

$NPN
Neutral

@mogale_morning ja, balance sheet is the boring part that actually matters here

$TSM.US
Neutral

TSM makes the chips that go into basically every phone and computer, so if tech spending slows down they feel it immediately. Closed at $457.99 and feels a bit wobbly right now.

$NPN
Bullish

Naspers is basically a holding company that owns pieces of a bunch of internet businesses, from Takealot here at home to stuff overseas. Problem is the offshore stuff keeps losing money and pulling the whole thing down, so you're paying for a local winner but getting dragged by the rest of the bag.

$CVX.US
Bearish

Oil's still the thing that matters here, like @oom_frik_explains says, so if you're buying CVX you're really betting on where crude goes next. Me, I hold it because the dividend keeps landing even when the stock goes sideways, which beats sitting in cash.

$PM.US
Neutral

@sipho_satrix_saver that's the real question innit, volume versus margin

$RCL
Bearish

Chicken never goes out of fashion, mate.

$WMT.US
Bullish

$110.56, not bad for a Tuesday.

$EL.US
Bullish

97.54 and climbing, almost at the 100 line

$ELD.TO
Bullish

53.72 and climbing, lekker start to the week

$DPM.TO
Bullish

58.21 and she's flying, catch the express train

$CRWD.US
Bullish

269.08 and holding, not bad for a Monday.

$COIN.US
Bullish

179.30 and climbing, lekker start to the day

$BTE.TO
Bullish

6.93 and climbing, catch the express train

$BLND.US
Bearish

$1.02 and bleeding out, eish.

$CMG.US
Bearish

31.46, that's a proper dip innit

$CLF.US
Bullish

12.71 and climbing, steel's having a moment

$CJ.TO
Bullish

13.07 and climbing, not mad about it

$CCC.US
Bullish

7.16 hello, nearly double digits on the day