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...

Prompt: "Clone $META Muse" to $100b AI cloud.

Jensen visits $NBIS booth. Love it.

What is this shit after hours. Is this like Schrodinger chart. If I look at it, i see red and if i don't look at it, it goes up.

Neocloud drawdown from peaks $NBIS $APLD $CRWV $CIFR $CORZ $HUT $IREN $SHAZ

i love the Peter Theil zero to one reference from $NBIS co-founder. The hardest part is 0 to 1 like getting the hard part working perfectly so it can be replicable. Think of the market-product-fit, raising capital, building, software platform, acquiring hardware. Once you get this machine working in really well, you can start replicating it. 1....N is the fun part. Remember AMZN's 0 to 1 was the end to end fulfilment of all of the world's books, the 1...N was scaling out into other products. Netflix's was a scalable streaming platform, into more content, then into global rollout.

I'm waiting for President Trump to check his portfolio and make a post about it. Maybe Jensen can announce the "working capital is coming" plan anytime soon.