There's only one thing we really need for $NBIS - that's more analyst coverage.

I have a lot of exposure to $BTC with BTC and $MSTR But I've not focussed on $ETH at all and not loved what I've seen in the past few years, focussing more on other layer 1s like $SOL and $SUI But $ETH is definitely back with the stable coin narrative and so I'm looking to move

$ZETA is valued at a very reasonable 22 times Free Cash flow when you consider they are growing FCF at over 80% annually

$CRWV price to sales is 33 times. If $NBIS achieves the top if their guidance then price to sales is expected to be 17 times.

So happy Antonio Linares is doing a deep dive on $ZETA (out Monday) His awesome teaching is giving me the awareness to spot FCF per share disconnects in the market. This was a few weeks ago now and it's good to see others start to notice.

This interview with the CEO of $OSCR made me so bullish! youtube.com/watch?v=3ilpWf…

$SBET is now a double for me. I like the stock!

So glad I sold out of PainPay when I did and invested in stocks with more momentum $PYPL

This is my thesis

Small position I'm most interested in learning more about right now: $ZETA $OSCR $MARA $SNAP $FUBO $GRAB

Very bullish on $HAMA (London)

News incoming!

$HOOD OR $APP?

Bullish $HAMA.L

$ZETA spent 7 years re-building their marketing cloud for AI - gives them a huge advantage in winning RFPs

Teachers who I'd like to thank for being part of my investment journey... Antonio (Antonio Linares) Amit (amit) Daniel (UNRIVALED INVESTING) Raoul (Raoul Pal) Jeremy (Jeremy Lefebvre) Very grateful to you all for sharing your wisdom so generously.

Incredible track record. Highly recommend Antonio's course.