Market’s getting wild and data centers aren’t looking great right now, so I reduced my exposure.
Sold $CRWV to lock in profits and cut $IREN at a small loss.
Kept $NBIS and even added a bit. Out of the three, I see it as the most complete company, so I still want to stay in the race.
Risk management is everything. If we get an unexpected bounce, I’m fine with that. But I’d rather have cash ready to buy lower than watch all my positions sink.
Stay safe out there 🫡
1
194
Been quiet for a while, and after the market correction these past 2 months I switched up my strategy.
Thank god I learned from my past mistakes and secured my capital before things got too ugly, so I can buy back in later at better prices.
Also trimmed down my portfolio and split it into 3 buckets:
📈 Growth stocks, focused on AI & energy
💰 Dividends
📊 ETFs
The last two I'll be feeding every month from now on.
Happy I managed to get into these names for the growth bucket and I’m already up!
$NBIS $CRWV $IREN $NRGV $TE
IREN and TE are still lagging a bit tho.
MeisterQuitte retweeted
Something's in the air.
Almost every sensitive soul can feel it.
It goes far beyond the staged political and ideological conflicts - those easily graspable diversionary feuds.
It's the attempt at a gradual, collective dispossession of the soul.
Every element of a healthy soul is being attacked at the same time. Ask yourself: What does a soul need in order to be “healthy” and grounded?
Peace: give them war instead. Everywhere and always. On as many fronts as possible. Suggest constant threat, danger, destruction, annihilation. Keep them in permanent fear and insecurity.
Health: administer poison instead. Contaminate their bodies and souls with filth. Paralyze them with it. Make them dependent. Cut them off from their nature. Make them weak and compliant. So that they eat cursed dung and drink contaminated slurry.
Community: divide them instead into infinite units. Corrode and destroy their cohesion through nonsense… and fragment them into countless isolated individuals who become incapable of compromise and unity.
Dignity: keep them small and powerless instead. Raise the cost of their basic needs to absurd heights. Make a “normal life” unaffordable. Make them bleed for the simplest amenities like housing, food, moving, traveling, living.
Work: send artificial intelligence that renders humans intellectually and physically useless. Alienate them from their talents and abilities. Let them watch as they are slowly but surely replaced by machines.
Faith / Meaning: suggest instead that there is no way out for them, no matter what they do. Let them flee into artificial worlds of violence, excess, nonsense, unbelief, discord, and bloodlust just to feel something. Let them retain ZERO respect for their own and others’ existence. They are to become empty, godless shells of flesh without soul, decency, or morality - tearing each other apart for fun.
All of this is happening simultaneously.
Around the clock. On every frequency. Everywhere.
We feel it. We see it.
The question is: do we allow it… do we even feed and amplify it with our own behavior.
Fortunately, there is a higher instance that counters all of this. It is to this that one must turn, to which one must surrender - no matter what dancing, laughing demons offer as a solution. No matter how “normal and hopeless” the thin songs of meaninglessness are sold to us.
It's a trap. A test. A necessary mechanism for the selection that will follow.
It's happening. And it's happening more intensely, more obviously, more impressively, and more desperately than ever before.
Protect your souls 🙏
The coming years will be decisive.
$INOD 🔥
267
Portfolio update: I've adjusted my portfolio and trimmed it down a bit. I feel better holding fewer stocks, but actually understanding the ones I hold and seeing their potential. Had to take a loss today, but that's part of the game. I reinvested a bit of the proceeds into existing positions and set some cash aside.
With so much global uncertainty and high volatility right now, I'm ready for whatever scenario comes. That said, I'm obviously hoping for growth over the medium term, because there's huge potential in this risky market too.
$NRGV $RKLB $RDW $AOSL $PPSI $PDYN $DLO
🤖 Made with AI
54
Sold too early yesterday. Kept getting rejected at resistance so I took profit. No regrets, profit is profit.
Congrats to everyone who held!
Sold my remaining $NOW and taking profit. Some bearish takes on LTF. Happy to add lower or just watch it run.
58










