DVB @DeepValueBaggel
$8M NW | pre-fatFIRE | Peter Lynch 2.0. Long term investor 90%, trade 10%, chasing deep value baggers. Short fiat, long btc. e/acc Bahamas Joined October 2010-
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FULL PORTFOLIO 2024 RETURNS (TAX/IRA/CRYPTO) $SPY S&P 500 +23% $QQQ NASDAQ +29% YTD I am ending out a banger year with 600% on main portfolio, IRA with 273%, and crypto nearly 250%. This exceeded all my expectations. I expected election year the returns were good, and a…
I don't believe Elon Musk spent $4Bil+ on Nvidia AI chips if there really existed a way to shortcut physical laws of scaling artificial intelligence. I'm not betting against Elon.
What is a likely explanation for deepseek?
Here's my prediction how DeepSeek is built: 1) copy a foundation model like llama, you can download for free at llama.com 2) publish some fancy paper to claim their work is original. 3) infer from (1) with some filter to make it look unique.
Here's my prediction how DeepSeek is built: 1) copy a foundation model like llama, you can download for free at llama.com 2) publish some fancy paper to claim their work is original. 3) infer from (1) with some filter to make it look unique. https://t.co/HbwmB0cSGU
Deepseek FUD on $nvda soon will be over and we can be more optimistic about its growth rate again.
Peter Lynch's wisdom: Revenue/earnings/growth rate are all that matters.
This is fuel for the stock market. Expect higher corporate spending (hiring, capex)
This is fuel for the stock market. Expect higher corporate spending (hiring, capex)
$tsla is yoyo-ing today. When i see charts like this I'm glad that i don't day trade looking at technical anymore. Tesla is the least predictable stock. Just HOLD!!
Oh snap. $oklo parabolic? Nfa/dyor
My cousin is in town to learn Peter Lynch 2.0. Exciting times. Peter Lynch 1.0 - OG, stocks Peter Lynch 2.0 - stocks + options
Took profits on $57k YTD, and 14.6% YTD on portfolio. $oklo $spy $bitx $rklb
$OKLO is a cool company I have been swing trading. They're going to take old nuclear waste (FREE), recycle and reuse 80% of it. With the country's supply, they can power the entire US population for 100 years. Once they build the power station, they plan to own & operate and…
$asts is down 17% after dilution. This proves my argument that what $asts doing requires a lot of capital which is difficult to raise. How many times are they going to do again to have full coverage to start making money? I don't want to find out. Bought $10, $4, sold $28.8
$asts is down 17% after dilution. This proves my argument that what $asts doing requires a lot of capital which is difficult to raise. How many times are they going to do again to have full coverage to start making money? I don't want to find out. Bought $10, $4, sold $28.8
Sold 3100 $asts on sept 16
Did someone read my $rklb thesis? Crazy Closed my sell puts $26 for $14k profits.
For the record: My earliest $rklb buys on September 3 at $6.11/sh and cheapest on Sept 9 at $5.99/sh
As promised, Here is the full thesis on Rocket Labs $RKLB. I am looking at Rocket Labs through the lens of system thinking (first principle, feedback loops, and pattern recognition) and Peter Theil (invested in SpaceX) Zero to One. Read & discuss on this thread. Link:…
As promised, Here is the full thesis on Rocket Labs $RKLB. I am looking at Rocket Labs through the lens of system thinking (first principle, feedback loops, and pattern recognition) and Peter Theil (invested in SpaceX) Zero to One. Read & discuss on this thread. Link:… https://t.co/qnV9TcOI27
For disclosure: I own 37000 shares of $rklb across taxable and ira. Ideally i would like to add 3000 more shares.
I keep writing $rklb with LABS plural 😂. I used go run a 20 person product, eng, operations LABS team. Force of habit.
Look at this $sofi GOAT
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307 Followers 272 Following 新NISAをキッカケに投信と株を始めたサラリーマンの記録。初心者。2030年までに金融資産1億円を達成するために試行錯誤中。投資信託での投資の傍ら無理ない範囲でスイングトレード練習中。暗号資産への少額の積立も開始。
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130 Followers 1K Following Roti kapra aur makaan for all in metaverse. RTs are not endorsement.
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