By studying $IREN, $ASTS, $RKLB, $ABCL, $RIVN and others closely over time I'm starting to figure out how to apply my framework (behind my massive $PLTR, $AMD, $SPOT, $HIMS picks) to early-stage, pre-cash-flow VC bets in the public markets. Here's what I've learnt.
$ASTS is increasingly positioned to become the machine that prints personalised spectrum at a marginal cost, much like $IREN for datacenters and $RKLB for constellations. The end game is Physical AI / AI at the Edge and the moat is looking stronger to me than a year ago.
This is pretty insane and I’ve seen many of you doing this
The thing is when you do a DD in a stock many times, for us its a signal for investing in the business. When you come back one and another time means something. We can outperform any portfolio just with your multiple DD non-invested stocks.
How it feels to have not bought $IREN, $RKLB, $ASTS and others while carefully studying them, as them stock prices rocket upwards
The number of times you reference the "stage" of the "cycle" is inversely proportional to your IQ and your returns.
$ASTS is actually an AI at the edge company.
Only pussies spend more than 5 minutes reading income statements
I believe $AMD is going to announce a few more giga-partnerships soon. The power of $AMD's chiplet platform remains widely misunderstood. Experts are only just starting to understand it. $AMD is the next trillion $ AI giant.
I’m an early and long term $AMD, $TSLA, $PLTR, $SPOT, $HIMS, $DUOL investor. My incentives on this platform are to make the best investments possible in public, so more people want to buy my course to learn the mental framework behind my picks.
$PLTR is evolving into a network of Ontologies. The meaning of this might not be clear to you. But it doesn’t matter to $PLTR.
100x potential. From here. The origin story.
This was the day @alc2022 became an immortal legend who lives rent free in the heads of his haters for all of eternity.
This is the day you said goodbye to your reputation $PLTR
I’m happy to fully delegate the management of any risk that I see and that I don’t see for $HIMS. This doesn’t mean the stock won’t drop 80%+ at some point. It means it makes sense to hold it in the context of my portfolio.
$PLTR is the Ontology platform. $HIMS is the healthcare Ontology. The last thing humans will pay for is entertainment and optimized health. Just saying.
If you don’t sound like an idiot at the start, you’re not making a lot of money.
You’d only have to get a call of this sort right in your life to get very wealthy. Buying $PLTR at $7, I’m now in a position to watch it grow for decades.
🚀 Check out last week’s top gainers on CoinEx! These coins skyrocketed—did you catch the wave? Follow their X & trade on our app! 1. $DONKEY 2. $PROMPT @AIWayfinder 3. $XTER @XterioGames 4. $NOBODY @nobodysausage 5. $NEON @NeonLabsOrg
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