If you really listened to NVIDIA’s full earnings call yesterday, literally all AI bear thesis was buried in the graveyard. 🪦 $NVDA

Bitcoin $BTC — Who Will Buy? I treat Bitcoin the same way I treat other commodities: its price is ultimately driven by supply and demand. Yes, Bitcoin’s limited supply is its core selling point, but for me to buy again with conviction, I need to clearly see who the next major

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In the stock market, I’ve seen this play out over and over again, and history always repeats itself. You just need patience to see the final outcome.

Naval once said “The reason to win the game is so that you can be free of it.” Once you win those games by your own definition, be free from it and know when to stop — don’t trap yourself by always chasing more or beating yourself to leveling up without enjoying what you’ve

I bought $IREN and $METU on Friday, added $IREX and $WULX last week, and will buy more next week. I prefer making a large number of good buys, rather than one “perfect” shot, which in reality doesn’t exist. I don’t mind interim mark-to-market losses. What I do mind is missing

Risk–reward ratio is the single most important metric in any investment. If you evaluate it objectively, emotionlessly adjust when the facts change, and have the nerve and discipline to act on it, the long-term success is almost systematically assured. 🔐

My game is simple: to buy the stocks I like at as cheap as possible, because the upside will take care of itself.

Don’t be confused. Some particular "narrative" or "mis-managed" stock bubbles may burst, but not compute. Compute is a truly secular and irreversible trend, and data centers are the purest manifestation of compute. That’s why Jeff, Elon, and Sergey are expanding data

This is the signal—not noise. The tech giant with ample cash, billions of users, and a strong ecosystem will likely to beat a pure-model player who is weak in those. If you see a potential pivot like this and don’t adjust your portfolio accordingly, that’s on you.

1. 🇹🇭 Thailand 2. 🇯🇵 Japan 3. 🇪🇬 Egypt 4. 🇬🇷 Greece 5. 🇹🇿 Tanzania

Sergey’s DNA is computer scientist. Sam’s DNA is investor. Let that sink in.

Good read for today.

$GOOGL did not just buy power, but took a meaningful 14% equity stake in $WULF. Let that sink in.

💎💎 The right direction in life always involves the freedom to become the best version of yourself. Anxiety and envy are the signs that you are not playing the games you truly want to play. 💎💎

A good read on financial freedom. For me, financial freedom means having the freedom to do what matters most to you and becoming the best version of yourself. Don’t force yourself to find your purpose — it will come to you naturally. And once you level yourself up, dreaming