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Who I am and what you get here.
I trade a real ~$25K portfolio in public. Every buy, every sell, receipts included.
Biggest holdings right now:
โข $AMZN, $GOOG , $AVGO, $UBER
Best-timed exits so far:
โข $OUST: in at $33, all out at $43.21. +$946 booked
โข $CRDO: all out at $211.79. +$812 booked
โข Same Friday: +$1,758 locked in, one day before the Nasdaq rolled over
Losses get posted too. $CRWV cut at -22%, no hiding.
Daily: premarket, midday, close. Follow the journey.
Let's connect if you're into Finance X โค๏ธ
Day 1 Challenge done.
137 replies, 12 posts today, 54 new follows.
Honestly, the replies part is the tough part, and some of them even spilled into the next day, not sure why.
$NOK up 6% today to $8.64.
AI and cloud orders up 118% last quarter.
Nokia is quietly turning a corner.
Can someone explain this to me?
Why is $GOOGL crashing right before earnings Wednesday?
Shocker: the AI money tap is shutting off.
@elonmusk says debt markets just closed for companies with no real revenue outside AI data centers.
solana:CRWVJeR2yEZuDUKYfGuKCHvLz8ywn4LGvovHfy5WiFmi, $IREN and $NBIS are in the firing line now.
Which one survives?
Replying to @chamath
Pretty much.
As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesnโt have substantial revenue independent of AI data centers.
SpaceX closed $40B of debt for GPUs, but weโre investment grade and have Starlink & launch revenue.
That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.
Up $345.80 today (1.47%).
My portfolio making higher highs and higher lows.
Technically an uptrend. Emotionally a rollercoaster.
Is your portfolio doing this too, or is mine just dramatic?
700 followers. Thank you.
I started this account posting my real trades, wins and losses both. You all turned it into a community.
Special thanks to the 10 who show up the most:
@insidegadsmind @linbo_tang @maxwilliamson__ @hitborg @Momo_Douk45 @VOOComputer @Jcruuuz31 @StocksCashFlow @HandOfCompound @worstgeneD
Grateful for every single one of you.
Good morning, legends.
No charts, no red numbers, no checking futures today.
Go touch grass, the portfolio will still be there Monday.
What are you doing with a market-free Saturday?



















