Took some of my $NBIS profits and rotated it into $SOFI this morning @ $16.69 I think anything under $20 for $SOFI is fantastic long-term and my cost basis have come up to $9.65 Are you buying or selling $SOFI here?

$AMZN just crossed $250 after adding more than $100B in market value today.. and the stock market is now reading NEUTRAL! What a run this month giving us yet again, another V-shape recovery Hedge funds are now switching to bullish too $SPY could very likely close at an ATH..

Despite $ASTS down big today, we’re still winning. $IREN +10% $NBIS +6% $ZETA +5% $SOFI +4% This is one of the more stupid dips that $ASTS has faced.. so I would take advantage if I were you. We have a launch Friday.. just saying 😉

Ben Horowitz on SaaS companies surviving AI… “It use to be well known that you cannot throw money at the problem … that’s NO LONGER true. You cannot throw money at the problem.” $ADBE $CRM $NOW

WOW... What a day for my portfolio: +3.36% Biggest gainers: - $NBIS +5.7% - $SOFI +5.1% - $ELF +5.1% - $PGY +4.6% Only stock in the red: $DUOL How did your portfolio perform today?

$NKE CEO Elliott Hill steps in and buys ANOTHER $1M of shares @ $42.27 But that isn't all... - Tim Cook, $AAPL CEO, bought $1M of shares @ $42.43 - Bob Swan, $NKE Director, bought $500k of shares @ $42.44 - John Rogers Jr, $NKE Director, bought ~$175k of shares @ $43.34 Is

$AMZN Leo could be quite impressive... Think about this: Globalstar, which they acquired today had a deal with Apple that was estimated to generate $200M/yr. If we use that as the floor, $AMZN expects RAPID growth for Leo... - Est CAGR: ~216% That's over 4 years if they hit

Bill Ackman on portfolio diversification… “Warren Buffett once said, diversification is protection against ignorance … I think it’s very hard to out-perform the market once you become a diversified portfolio.” – Bill Ackman $GOOGL $UBER $BN

The portfolio has gone gang-busters... I'm up +15% in 4 days. - $ZETA: +10.5% 🟢 - $NBIS: +33.4% 🟢 - $META: +10% 🟢 - $AMZN: +12.3% 🟢 This is literally a U-turn on the direction for the entire year. Something feels fishy about this situation! Bull trap or trigger?

$AMD COOKING Today Patience pays off: - $AMD: Avg Price $120 (+131%) - $AMD CDR: Avg Price $19.28 (+162%) $AMD = 13% of my portfolio I still believe we're early on this company and I'm very excited to see where it goes over the next 2-3 years+ Congrats to all $AMD

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Back above $19/share. I think $SOFI smashes earnings. - 0.81 PEG ratio The kicker is, Noto is guiding for 35% YoY growth… I mean how is it not attractive? $SOFI

Yet ANOTHER green day in the market for me Biggest Gainers: - $HIMS +12.1% - $AMD +6.9% - $DUOL +4.75% Biggest Losers: - $FUBO - $CAKE - $CELH I also bought some stocks today, any guesses?

We will be LIVE for this earnings report folks. Huge quarter incoming for $ZETA

I've been buying recently: - $ELF @ $69.14 - $PGY @ $13.74 - $MA @ $520.82 I believe all 3 of these companies are undervalued at current valuations Thoughts?

I can't believe this stock has sold off on this print... $NFLX is -10.7% in re-markets right now. They just reported: - Over 91% YoY FCF growth - Over 70% YoY Advertiser growth - Guided for 2X Ad revenues by EOY 2026 I mean, wow sometimes opportunities can stare you straight

FACT: $ZETA is growing at nearly 4x the market average. Ad/MarTech Average: ~9% YoY $ZETA

Straight of Hormuz is OPEN Oil is TANKING w/ Crude -10% this morning Futures are hot AGAIN: - S&P +0.73% - Nasdaq +0.83% - Dow Jones +1.1% Looks like we'll be seeing 13 straight green days of the Nasdaq, the longest streak since 12 consecutive days in July 2009 Congrats to

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$ZETA Economic Index: March 2026 Score: 68.6% (+1.8%) Every single industry is up MoM, except auto. Wow... - Retail: +3.1% MoM - Travel: %3.0% MoM - FinServices: +3.1% MoM The are the types of insights you gather when you have one of the largest 1P consumer intent data graphs