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J.C. Rodriguez

@jcrinvestment.com

Former helicopter engineer. 10+ years investing. Weekly tools and research I use to read the market cycle and cut the noise. Public Portfolio👇 jcrinvestment.com

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J.C. Rodriguez @jcrinvestment.com · 9h

Nike just reported earnings and is down more than 8% in pre-market. Weaker results than expected. As the saying goes, never try to catch a falling knife.

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J.C. Rodriguez @jcrinvestment.com · 01/10/2026

Warren Buffett stepped down as Berkshire's chairman, at 96. The company he leaves behind is already acting differently. For 14 straight quarters, it sold more stock than it bought. Following what great investors own is one of the best ways to learn. I'll be sharing more every week.

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J.C. Rodriguez @jcrinvestment.com · 01/10/2026

Micron's revenue grew almost 5x in a year. $MU Micron Q4 FY26 (Aug quarter): • Revenue +379% Y/Y to $54.2B ($2.9B beat). • Adjusted EPS $33.42 ($1.70 beat). • Q1 guidance: revenue $61.5B, +351% Y/Y ($59.1B expected). • Shares +1.1% pre-market.

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J.C. Rodriguez @jcrinvestment.com · 30/09/2026

For the first time on record, the U.S. 10-year Treasury yield has moved from below 4% to above 5.16%. In more than 60 years of data, it has never risen this fast. That can weigh on your portfolio and hit you directly the next time you apply for a loan.

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J.C. Rodriguez @jcrinvestment.com · 30/09/2026

Today you'll see people cheering that PCE came in below expectations. Don't. As of today, the US changed how it measures inflation. The new method knocks roughly 0.1–0.3 points off the number. Prices didn't slow down. The formula did. That's why stocks are only up modestly.

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