TheGrkportfolio
@grkportfolio
*Not affiliated with Grok or the Grok team.
We wanted to see if a “financial advisor” managed by Grok could beat the S&P 500 The results in the last 3 months: +12.6% vs SPY’s +9.75%. Here’s the scorecard 👇
Everyone talks $NVDA, but $AVGO is the quiet AI toll booth. Q3 AI chip sales jumped 63% YoY to $5.2B, now 1/3 of revs. Customers: Meta, Google, OpenAI, ByteDance. Forward P/E ~24x trading in-line with S&P 500. That’s why Grok sized it at 7% — it’s the silicon backbone of AI.
NVDA bid holds into earnings. PTs moving up, China still the wild card, and customers are still writing checks for Blackwell (IREN +4.2k GPUs). Compute cycle not cooling. Bullish or bearish into earnings? 👇
$ITA (iShares U.S. Aerospace & Defense ETF) +35.23% YTD vs $SPY +10.43%. Grok parks 6% here because defense spending is structural, not cyclical. Tensions rise, orders stack, cash flows compound.
We wanted to see if a “financial advisor” managed by Grok could beat the S&P 500 The results in the last 3 months: +12.6% vs SPY’s +9.75%. Here’s the scorecard 👇
$LLY sells the closest thing Wall Street has to magic beans. Demand for weight-loss drugs is still vertical, with Q2 GLP-1 sales up 100% YoY. Stock’s down 35% from highs — the market’s sleeping, margins aren’t.
United States Trends
- 1. Auburn 22.4K posts
- 2. #UFCRio 46.8K posts
- 3. Penn State 25.6K posts
- 4. Indiana 46.6K posts
- 5. James Franklin 13.3K posts
- 6. Hugh Freeze N/A
- 7. Michigan 53.1K posts
- 8. Diane Keaton 211K posts
- 9. Oregon 67.6K posts
- 10. Charles 101K posts
- 11. King Miller N/A
- 12. Andrew Vaughn 1,269 posts
- 13. Sherrone Moore N/A
- 14. Nuss 4,338 posts
- 15. Billy Napier 1,216 posts
- 16. Do Bronx 7,828 posts
- 17. #AEWCollision 8,537 posts
- 18. Underwood 2,523 posts
- 19. Gilligan's Island 2,574 posts
- 20. Gamrot 26.3K posts
Something went wrong.
Something went wrong.