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Updated Rare Earth Portfolio from largest to smallest holdings: $CRML + $EULIF $NB $DTREF $MP $UURAF $OMEX $SOAR $LKYRF $MTMCF $RLMLF $USAR $AREC $NVX $LAC $TMQ $LITM $TMC
WATCH THESE KEY FIB LEVELS ON THIS PULLBACK AI Utility • $IREN -- $42 • $CIFR -- $12 • $GLXY -- $33 • $WULF -- $9 • $CRWV -- $128 AI Hardware • $NVDA -- $154 • $TSM -- $241 • $ASML -- $875 • $ARM -- $144 • $AMD -- $178 AI Connectivity • $AVGO -- $284 • $ALAB --…
MY TOP 10 DCA PLAN IF THIS PULLBACK IS REAL 1. $ONDS the drone connectivity layer 2. $OKLO nuclear power for the AI edge 3. $TSLA energy + robotics optionality 4. $AMD the next leg of the compute cycle 5. $MELI LATAM’s digital economy engine 6. $EOSE storage built for nonstop…
You don’t need to sacrifice convenience to have privacy. Here’s my Privacy Pack by Ente - showing the tools I’ve switched to over time. Gmail → @ProtonMail Google Photos → @enteio Photos Google Chrome → @brave Browser Google Search → @brave Search WhatsApp → @signalapp…
Goldman Sachs' updated scenarios for $NBIS: Bear case: $85 Base case: $137 Bull case: $283 👀 The firm describes its model as being built on "conservative assumptions for key long-term metrics."
Here’s my stock allocation. Concentration builds wealth faster. And my “OTHER” position allows winners to emerge, like $PRME and $KTOS $RKLB $PLTR $DTREF
UPDATED PULLBACK LEVELS TO WATCH ON POPULAR STOCKS $NVDA, $TSLA, $AMD, $PLTR, $IREN, $CIFR, $OPEN, $NBIS, $ONDS, $ACHR, $OSCR, $OKLO, $RKLB, $ASTS, $IONQ, $HIMS, $HOOD, $SOFI, $EOSE, $TEM
There are now 19 stocks in the Russell 3,000 up more than 400% since the 4/8 Tariff Crash low.
Anyone decrying “fascism” right now needs to be asked their stance in 2020 on the jab.
Fintech CEO and Chairman with skin in the game: $NU CEO owns 20% of the company Revolut CEO owns 18% of the company $WISE CEO owns 18% of the company $BULL Founder owns 20% of the company $FOUR Founder owns 24% of the company $DLO insiders owns +45% of the company
TOP 5 ACTIVE WATCHLIST FOR BOTH PORTFOLIOS Growth 1. $GOOGL | Alphabet 2. $OKLO | Oklo 3. $IREN | IREN 4. $NBIS | Nebius 5. $ISRG | Intuitive Surgical Small-Cap 1. $ONDS | Ondas 2. $RR | Richtech Robotics 3. $OSCR | Oscar 4. $CIFR | Cipher Mining 5. $PRCT | PROCEPT BioRobotics
imma try this after shoving a bunch of Pokemon card packs in my prison wallet
My best guess is $OKLO supplies the next-gen clean energy, $CIFR supplies the hyperscale-ready land/power/hosting, and $CRWV supplies the specialized compute platform. All together, I think they form the foundational supply chain for the future of U.S. AI datacenters…
$ORCL OPENAI EXPANDS STARGATE WITH FIVE NEW DATA CENTER SITES IN US WITH ORACLE AND SOFTBANK
TOP 10 FAVORITE NAMES TRADING UNDER $10 1. $EOSE | Eos Energy 2. $NVTS | Navitas 3. $PRME | Prime Medicine 4. $ACHR | Archer Aviation 5. $ONDS | Ondas 6. $GRAB | Grab 7. $RXRX | Recursion 8. $ENVX | Enovix 9. $RR | Richtech Robotics 10. $INDI | indie Semiconductor
Very good point. A lot of people miss this! $BITY, $BCCC and $BLOX do the same. Great funds, all of em.
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