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@jehad0659: وين اللى معجنه يا اخواتى🤣🤣#ام_عمر_فراولة #جوزف_مدور #اكسبلورexplore #اكسبلور

جِــهـــاد🦋
جِــهـــاد🦋
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Friday 12 September 2025 19:02:30 GMT
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mimigffcvjjjjhb
nano :
😁
2025-11-11 23:31:43
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user1099497843824
hoda mohamed :
وحشتونا قوى
2025-09-12 19:38:05
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ghada.selim7
غاده ❤️ سليم ❤️ يونس❤️ 👑 :
والله زمان يا حبايبي ❤
2025-09-12 20:48:32
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rima8499
rima 𓋹𓂀🇪🇬 :
😂😂😂🥰💙🍓
2025-09-12 19:59:59
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nagwasamir188
Nagwa Samir188 :
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YASMEEN :
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2025-09-12 19:24:20
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b.hassan16
꧁𝓑.𝓗 ꧂ :
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2025-09-12 20:57:09
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mondejfbeki
🕊️🌟🌛🌜🌹سمــــــــاء :
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2025-09-12 22:03:39
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2025-09-13 05:05:14
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ra.gho.da
Ra Gho Da :
احلى ام عمر واحلى جوزيف
2025-09-15 17:21:34
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Eman elburai :
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2025-09-26 18:55:27
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2025-10-04 10:50:18
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PLEASE READ CAPTION FOR ADDITIONAL CONTEXT: 💸 These are stocks I’ve added in the past month. None currently make up a significant portion of my portfolio (tech + semis, especially with their outperformance, dominate) 😰 MELI and SOFI have significant credit risk and are meaningfully impacted by rising rates (Priced in, but could continue depending on the direction of our Macro environment). They are by no means CHEAP, but I do think they are fairly valued with the context that we know today. Both companies are growth plays. 🌎 SPGI is impacted by rising rates as well, since their ratings business is dependent on dollar volume of institutional debt being raised - but this is regular cyclicality and there is a wave of corporate debt maturities that will need to be refinanced in the coming years. This will help put a floor on the volume of debt they’ll be grading (barring complete financial collapse). This is a QUALITY play. It’s boring, and may underperform for a good period of time. But I do believe the markets will want to be in quality again and SPGI is quality. I also need exposure outside of info-tech. 📺NFLX - I’ve always liked the stock and use it in my own life. Valuation is getting more reasonable and I can see it continue replacing traditional TV. That’s about it. Would add more as it drops further - and probably fill out the position under $70 barring any new concerning information. 📉 We could see a period of underperformance for names like these because AI is really where all the money is at. But no one knows when market sentiment will flip, and starting to be exposed in other names is important to prepare for that moment - because you won’t be able to time it. ‼️ NOT FINANCIAL ADVICE, DO YOUR OWN RESEARCH - THESE ARE THINGS I’M LOOKING AT TO DIVERSIFY MY PORTFOLIO. I CAN SEE FURTHER DOWNSIDE AND SUPPRESSED PRICES ON THESE NAMES - FINE WITH ME. #investing #stockmarkets
PLEASE READ CAPTION FOR ADDITIONAL CONTEXT: 💸 These are stocks I’ve added in the past month. None currently make up a significant portion of my portfolio (tech + semis, especially with their outperformance, dominate) 😰 MELI and SOFI have significant credit risk and are meaningfully impacted by rising rates (Priced in, but could continue depending on the direction of our Macro environment). They are by no means CHEAP, but I do think they are fairly valued with the context that we know today. Both companies are growth plays. 🌎 SPGI is impacted by rising rates as well, since their ratings business is dependent on dollar volume of institutional debt being raised - but this is regular cyclicality and there is a wave of corporate debt maturities that will need to be refinanced in the coming years. This will help put a floor on the volume of debt they’ll be grading (barring complete financial collapse). This is a QUALITY play. It’s boring, and may underperform for a good period of time. But I do believe the markets will want to be in quality again and SPGI is quality. I also need exposure outside of info-tech. 📺NFLX - I’ve always liked the stock and use it in my own life. Valuation is getting more reasonable and I can see it continue replacing traditional TV. That’s about it. Would add more as it drops further - and probably fill out the position under $70 barring any new concerning information. 📉 We could see a period of underperformance for names like these because AI is really where all the money is at. But no one knows when market sentiment will flip, and starting to be exposed in other names is important to prepare for that moment - because you won’t be able to time it. ‼️ NOT FINANCIAL ADVICE, DO YOUR OWN RESEARCH - THESE ARE THINGS I’M LOOKING AT TO DIVERSIFY MY PORTFOLIO. I CAN SEE FURTHER DOWNSIDE AND SUPPRESSED PRICES ON THESE NAMES - FINE WITH ME. #investing #stockmarkets
موسيقى حزينه... ناي 🎷🎶💔 #موسيقى_حزينه #ناي
موسيقى حزينه... ناي 🎷🎶💔 #موسيقى_حزينه #ناي
Sweat in your eyes while riding? Not anymore 🚴‍♂️💨 This cycling cap is a literal game changer!#cycling #fyp #tiktokshop #cap #cyclinglife
Sweat in your eyes while riding? Not anymore 🚴‍♂️💨 This cycling cap is a literal game changer!#cycling #fyp #tiktokshop #cap #cyclinglife
Lewa Please Please Don't Leave 💔😭 // Kinda Mid Edit Icl // tags: #fyp #edit #football #lewandowski #barcelona #ucl #sad #moonlightontheriver #macdemarco #lewa #smooth #yamal #ballondor #footballedit #cold #pedri
Lewa Please Please Don't Leave 💔😭 // Kinda Mid Edit Icl // tags: #fyp #edit #football #lewandowski #barcelona #ucl #sad #moonlightontheriver #macdemarco #lewa #smooth #yamal #ballondor #footballedit #cold #pedri
#شاهد.. النائب علي شداد يوجه انتقادات بشأن ملف أبناء البصرة، فيما يؤكد النائب عدي عواد التميمي موقفه بالدفاع عن حقوقهم والمطالبة بإنصافهم. #العراق_السعوديه_الاردن_الخليج #عدي_عواد_التميمي #couple #mobilelegends
#شاهد.. النائب علي شداد يوجه انتقادات بشأن ملف أبناء البصرة، فيما يؤكد النائب عدي عواد التميمي موقفه بالدفاع عن حقوقهم والمطالبة بإنصافهم. #العراق_السعوديه_الاردن_الخليج #عدي_عواد_التميمي #couple #mobilelegends
your worthy of loving whether you think so or not, everyone is beautiful and has amazing attributes to them that makes them that way #SelfImprovement #motivation #philosophy #wisdom #mentality #peace #selflove #scholar #SelfCare #musashimiyamoto #vagabond
your worthy of loving whether you think so or not, everyone is beautiful and has amazing attributes to them that makes them that way #SelfImprovement #motivation #philosophy #wisdom #mentality #peace #selflove #scholar #SelfCare #musashimiyamoto #vagabond

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