Portfolio Armor
@PortfolioArmor
Our trading blog: https://portfolioarmor.substack.com/ Our hedging app: https://apps.apple.com/us/app/portfolio-armor/id394951144
My honest macro take on this market: We’re extended but at this point I do think people are coming to the realization that this market can and likely will bubble up to the level of the dot com bubble. I do expect corrections along the way but I also expect dips and corrections…
⚡️Trade Alert: Satellite Mind⚡️ A bullish bet on one of our top ten names from last night, a company that can help the Trump admin diversify away Elon Musk. Plus another $QQQ hedge, while the market is high and vol is low. blog.portfolioarmor.com/p/trade-alert-…
⚡️Tucker Needs Help⚡️ Hindenburg founder Nate Anderson rips Tucker Carlson a new one over his credulous interview with a convicted fraudster. We've disagreed with Hindenburg in the past on Carvana $CVNA, but Nate's right about this. zerohedge.com/news/2025-07-2…
A nice day for $HIMS today. Here’s our open trade on it. blog.portfolioarmor.com/p/trade-alert-…
⚡️Trade Alert: Top Names + Short Squeeze⚡️ A bullish options bet on one of our top ten names that's also one of the most shorted stocks. Plus, a follow-up trade on a microcap turnaround story. blog.portfolioarmor.com/p/trade-alert-…
⚡️A Microcap Positioned To Profit From The AI Datacenter Boom⚡️ The hot opportunity in chillers. $TGEN zerohedge.com/news/2025-07-2…
⚡️Trade Alert: Top Names + $UNH⚡️ Bullish bets on two of our recent AI-related top names, plus a couple of bullish bets on UnitedHealth Group $UNH. blog.portfolioarmor.com/p/trade-alert-…
Tecogen now has options traded on it. Now we have another way to trade our picks & shovels play on AI. $TGEN blog.portfolioarmor.com/p/trade-alert-…
⚡️Make Epstein Dead Again⚡️ @L0m3z on what the Trump administration can do to but the Epstein scandal to bed. zerohedge.com/news/2025-07-1…
Late stage bull markets are awesome and DANGEROUS… this is when 5 dollar stocks go to 20 in days. It’s also why trying to call the top is a fools errand. Often the most money is made right here and now. Just remember when the music stops to have a chair waiting.
⚡️Critical Pedo Theory⚡️ @ScottMGreer on why Trump was blindsided by MAGA's reaction to not getting the Epstein files. zerohedge.com/news/2025-07-1…
lost about 3% to hedges YTD and will probably lose 6% before the year is over i won’t miss it. i’ve learned some hard lessons investing and one of them is that when it feels easy to make the line go up, a little bit of paranoia goes a long way.