$13M NW | fatFIRE | Peter Lynch 2.0. Long term investor, chasing deep value baggers. Ex-Senior Exec Tech/SV. Building agentic equity research platform. e/acc
Bahamas
- Tweets 27,670
- Following 626
- Followers 56,987
- Likes 35,129
Pinned Tweet
This portfolio journey started with all-in $ASTS and kickstarted 1430% in my IRA account.
> I bought in Covid era SPAC around $10.
> In 2023, I watched it drop to $3ish, and I scheduled weekly buys of $ASTS to accumulate for 6 months.
> By Oct 2024, I decided that $RKLB was the better company, and better valuation, I switched 100% over $RKLB around $5ish and higher. (sold $ASTS in 30s).
> I switched half to $CRCL at IPO mid 2025, then to $IREN at $20.
> By early 2026, I switched half to $INTC calls (~$30-50).
> Sold all $INTC calls when stock price hit $100, and bought $NBIS
> In May, I sold all of my $RKLB before SpaceX IPO and bought $MU and $NBIS.
When I shared my ASTS vs RKLB after I made the switched, people said I was wrong, stupid whatever.
When I shared why I sold my IREN for NBIS, people called me stupid too.
When I bought MU, people were telling me that memory is a commodity, and cyclical.
And here are my gains...
65
9
713
124,124
BREAKING: $INTC Intel & $AMD are collaborating to simplify AI development on x86 CPUs via PyTorch.
At a recent Open Compute Project panel, Intel confirmed they’re merging oneDNN and AMD’s ZenDNN under a single API so there’s only one upstream path into PyTorch.
They’re also jointly advancing the ACE matrix extensions for consistent AI acceleration across both vendors’ CPUs.
This reduces fragmentation for developers and improves CPU options for edge and latency-sensitive workloads. Hardware support for ACE is expected later this decade.
2
1
22
3,423
I bought $RR and took small profit for fishing trip.
It's a fake robot company - eg bought a bunch of chinese made companies and pretend they're some sort of innovative company. I knew it because i looked at the credentials of the team, and $1m cash capital they had on hand. It was a big obvious red flag.
It peaked $7, and crashed down to $1.24
Closed $rr for quick 71% profits ($2k), 3 days holding period. Per my dd, I don't feel comfortable holding too long.
Nice profit to take my cousin deep sea fishing with charter captain. $500 per person!! The charter captain gambles on crypto. It's a full circle. 😂
5
20
5,482
Another shitco i called early $KULR , from $40 to $1.75
I muted at some point because i got tired of hearing it.
4
16
4,152
Try attacking on substance, and not personal attacks.
When i attack the stock, it's like I'm attacking their family member...
7
34
5,874
Don't think too hard. We're just collateral damage in the battles between hedge funds. Your goal is not to be in the crossfire (over leveraged or over exposed), and survive when the dust clears.
13
3
181
9,568
A wise investor once said, shares are just like calls without expiration dates.
It's time like this you appreciate this wisdom.
8
110
8,001
