11 Tickers I'm Watching Instead of Doing My Micro Homework

Julian Reyes

@jreyes.sf

11Items

Ninth Ave apartment, SF State econ textbook I definitely haven't opened, and a watchlist I check more than my email. This is the stuff living rent-free in my brokerage app right now, ranked purely on vibes and conviction, not advice. Grabbed a slice at Arizmendi on the way to campus this morning (still a 9/10, don't fight me) and figured I owed y'all an update since my ramen budget is basically a hedge against these plays going red. NFA, I'm a 21-year-old with a part-time job and strong opinions.

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11 Tickers I'm Watching Instead of Doing My Micro Homework — 10 items
Name	Comment	Ticker	Sector	Portfolio Weight
1Nvidia	The chart is basically my mood board. Every green candle here is a slice of pizza I get to buy myself. 10/10 conviction, 10/10 stress.	NVDA	Semiconductors	Heaviest position, no contest
2Apple	The boring uncle of my portfolio. Never gonna 10x but also never wrecks my week. Solid 7/10, comfort-food stock.	AAPL	Consumer Technology	Core holding since freshman year
3Microsoft	Mr. Consistent. Pays me while I nap through 8am lectures. Not exciting but I respect the grind.	MSFT	Cloud & Enterprise Software	Steady mid-size slot
4Alphabet	Been circling this one for months like it's the last slice at a party. Might finally send it soon.	GOOGL	Internet & Advertising	Watchlist only, cash on the side
5Tesla	This stock has more mood swings than me during finals week. Small bag, big popcorn energy.	TSLA	Electric Vehicles	Small, high-volatility position
6Advanced Micro Devices	The scrappy sibling to my biggest holding. Feels like ordering the underdog pizza spot and it slaps.	AMD	Semiconductors	Medium, riding the AI wave
7Palantir	High key volatile, high key fun to watch. This is my lottery ticket line item, treated accordingly.	PLTR	Data Analytics & Software	Small, speculative sleeve
8Block	Local SF name, new ticker, same Cash App I use to Venmo my roommate for pizza night. Loyalty buy.	XYZ	Fintech & Payments	Small, hometown pick
9Uber	I put money into this company and then immediately give it back ordering late-night eats. Circle of life.	UBER	Mobility & Delivery	Medium, everyday utility pick
10Airbnb	SF-born company I'll never actually book because I live here. Still rooting for it like a hometown team.	ABNB	Travel & Hospitality	Small, hometown pride pick