Pretty good primer on $IREN and $NBIS. Wish I could give credit but I don't know who made it.

This would be universally bad for all investors, but it would hurt retail more. Investing in US companies would be much riskier and less transparent. “Somebody knows something” would be the norm as we wait 6 months between reports to actually know what’s going on.

I rarely see $CRDO in my news feed. And there is a lot to like there. Revenues up 274% YoY and 31% QoQ, gross margins at 67%, GAAP profitable to the tune of $63.4m. Downsides are massive customer concentration, p/s ratio of 50, and lighter than usual quarterly rev guide.

I think people forget how bad 2020/2021 was lol $OKLO needs to 3-5x FROM HERE for it to be like 2021 2021 had 0 revenue companies like: $LCID - $90B $RVIN - $100B+ valuation during IPO(larger than ford at the time) $NKLA - $30B ending up being a scam $FSR (Fisker) -

Portfolio +59% YTD Cumulative Performance since 1/1/2020: +311% APP 26% AXON 9% ALAB 9% NVDA 7% RDDT 6% MELI 6% IREN 6% HIMS 5% ZS 5% RBRK 4% NBIS 4% IOT 4% CRDO 3% 3% or less: TSLA, HNGE, DAVE, CRWV

Lot of retail investors (myself included) posting their portfolios and high fives all around. Is it a local top? Could be. But is it actionable? For me.. no. Macro is a highly uncertain endeavor. Even the smartest people typically get it v wrong. So I'm staying the course.

Solid take got me from curiosity to opening a tiny starter position

Adding in February at the beginning of the Applovin short report nonsense ended up being a great decision. Similar theme today - probably a buying opportunity but at the end of the day no one really knows until the probe is complete Long $APP

I should give GrowthInvestingMastery a finder’s fee for his work on $IREN. Great job on that one!

Portfolio +61% YTD Cumulative Performance since 1/1/2020: +314% APP 23% IREN 15% NBIS 14% AXON 8% ALAB 8% NVDA 8% MELI 5% RDDT 4% RBRK 4% 3% or less: WYFI, HIMS, CRWV, PGY, CRDO, HIVE

$IREN signing a $9.7b cloud contract with $MSFT is a thesis-defining moment for shareholders For the last couple of years, doubters have argued that $IREN is just another $BTC miner or, in recent months, that they can’t compete with the likes of $NBIS or $CRWV because they lack

Love when my tweets age well! $IREN 🚀 🚀

Portfolio +56% YTD Cumulative Performance since 1/1/2020: +312% Holdings: APP 24% IREN 19% NBIS 12% NVDA 8% AXON 7% ALAB 7% MELI 6% RDDT 4% <= 3% : WYFI, CRWV, PGY, CRDO, HIVE, RBRK

NVDA just told you the depreciation debate is irrelevant and nobody’s repricing. Burry closed his fund after shorting NVDA, claiming companies overstate GPU useful life at 2-3 years. The market debates whether depreciation should be 3, 5, or 7 years. AWS just cut AI hardware

2025 Portfolio: +33% Cumulative Performance since 1/1/2020: +250% Holdings: APP 30% IREN 10% NBIS 10% NVDA 9% ALAB 9% AXON 7% MELI 6% RDDT 5% RBRK 4% CRDO 4% <= 3% : CASH, WYFI, CRWV, PGY, HIVE