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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:
• $AMZN, $GOOG , $AVGO, $UBER
Best-timed exits so far:
• $OUST: in at $33, all out at $43.21. +$946 booked
• $CRDO: all out at $211.79. +$812 booked
• 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 ❤️
Told myself I would not check the market until after my workout.
Checked it between sets. Anyone else lose that battle every single day?
Good morning. Tuesday, fresh start.
Tag one person who makes your timeline better and tell them good morning.
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?
Pretty much.
As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers.
SpaceX closed $40B of debt for GPUs, but we’re 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.
