Soo.... I just ran the numbers and officially have $1M net worth!! 🥳29 years old. No financial help from parents. I graduated college with $86K in debt and a finance degree. Hard work and long term investing got me here. Let's keep this going!! Ty for everyone's support on YT and X :) Ty @amitisinvesting @Futurenvesting @Kross_Roads @FunOfInvesting - mostly you lads that I've been watching for years. Cheers!😊

I just saw a TV ad for $APP for the first time ever during the Texans & Jags London game

> GREETINGS, PROGRAM. > WE'VE BEEN EXPECTING YOU. lemonade.com/agentic

Currently using Muse to help my shop for a PC mouse but daaaaamn I wish it could just connect it to purchase straight from Amazon. Seems like a blunder on Amazon’s part. Especially when Walmart and others are leaning into agentic commerce. Amazon, we don’t always want to use Alexa (assuming that’s your plan). I’m sorry to tell you that. $META / $AMZN / $WMT

I have a friend who got fired from his blue collar job on Monday. Starting Wednesday, he used $META Muse to apply for jobs for him. Friday morning, he had a job offer. Muse did nearly everything for him outside of signing the offer documents.. He just let it run. Crazy world we live in!

Now shake them out before record AI earnings.

This is why I added more shares today. This is a gift. If it keeps going lower, I will keep adding. $SOFI is one of the most fundamentally sound companies and are growing like crazy. They baked in 2 rate increases into their guidance, and CEO has been buying himself at $18/share. Fresh Horses 🐎

My brokerage account is down 6% today. My younger self would be very upset. My today’s self bought the dip. 🙏

So.. we are going to listen to Elon Musk now when he compares his companies to competition? What about when he’s been saying Grok is the best LLM? Remember when he was shit talking Waymo? I’m sure SpaceX has a great data center team, but $CRWV has proven to be #1 in the ability to execute in this space. To the point where Jensen Huang himself has brought up CoreWeave a number of times. They were the first to get their hands on Vera Rubin and have lead SemiAnalysis charts on cloud performance for a long time. Another question.. Do we really think $NVDA will let CoreWeave fail?

It’s cool to see $ONDS starting to get some more FinX love. I’ve been in this name for a while since my uncle, who is retired as a military intelligence analyst, told me about it. He’s been buying it since $2 and texted me today that he bought more after the Regna AI announcement today in partnership with $PLTR. Ondas can play a strong role in Trump’s golden dome initiative, and Regna AI + strengthening Palantir ties seem to point toward that. I’m at 4K shares, bought some more as well today!

Michael Burry always blocking a ton of X users is pretty ironic. It helps explain his investing strategy: put blinders on and only see what you want to see.

Locked in gains on $NU and $VST this morning: $NU - Sold at $15.32 (+30.9% overall in ~1.5y, cost basis $11.70). Up 23% past week. $VST - Sold swing at $155.83 (+11.7% overall in ~1.5mo, cost basis $139.50). Up 11% past week. Reasoning? I'm extremely bullish on $FIGR and will be adding to that positions. I currently have 875 shares (~$23.6K) into this name but I'd like to up this to about a $50K+ position size. Figure is leading the shift to on-chain lending and provide incredible value to their clients with cheaper, faster, and more secure lending. Leadership (@MBTannenbaum, @mcagney) is executing at a high level while teaching the market the benefits of blockchain tech. I've also been buying $LMND, currently have 258 shares ($11.8K) and would like to get this sizing close to $20K. At $3.5B market cap, this company feels like a steal. The thesis here is simple, an AI-native (low-expense) company that is disrupting an old, slow insurance industry full of legacy (bloated) competitors. With agentic AI popping off recently, I could also imagine a world where agents will be able to purchase low-friction services to save customers money. Insurance is one of the first services people will look into to cut costs, and Lemonade fits perfectly here. 🍋 Both business are giving me more diversification while also keeping my portfolio tech forward. The future is exciting! 🎇

Why are you lying? You know full well Trump said, immediately before this line, that higher gas prices are a small price to pay to keep our country safe from Iran nuking our cities. This is really, really bad. There are, unfortunately, a lot of people who will believe you.

As we all know, $META and everyone else need more compute. Agentic SI is going to scale this requirement never seen before. Then think about Robotaxis in ‘27+28 and humanoid robotics in 2030 & beyond LLMs and agentic AI are only a fraction of the puzzle causing constraint on compute. Incredibly bullish some of my holdings $CRWV, $NBIS, $NVDA, $AMZN, $MU Once Muse is back up, my agent is gonna log in there and check for me!!! 😂

Holy crap. $META Muse helped @FunOfInvesting finally get a new camera. Incredible product. 👏

In hindsight this dude was a genius -- $INTC

I built a PC back in 2015 with a $NVDA GeForce GTX 970. It's still kicking and I use it daily. Depreciation, my ass. Do with that information as you will.

I just set up Muse to give me my entire stock portfolio breakdown each week at 8 am. I connected 7 different (brokerage, IRA, 401K) accounts seamlessly though Plaid, so it visually breaks down my individual holdings account by account. It breaks it down so beautifully too. Loving the design. I’ve been doing this manually in Google sheets for years! No more spreadsheets. @alexandr_wang $META 🐐💯