Prediction: $NBIS will be 300$ by end of 2026 Bookmark this and check back later. I might actually all in this.

I've added $SIVE, $LPK / $LPKFF on the dips today

MASSIVE DELAY: Just 3 months after Jensen demoed Kyber NVL144 at GTC, it has faced major setbacks and has been delayed by more than 12 months, pushing it back to 2028. Below, we explain why Kyber has faced massive delays and why NVIDIA’s NVL72x2 back-to-back rack architecture was also cancelled, leaving Rubin Ultra with a limited scale-up domain. 👇️ 1/6🧵

$NBIS $229 on hyperliquid on the Anthropic x Australia leak. Good stuff.

To be a world-class investor and especially trader you need to think for yourself and make the right decision over and over again. No rule is set in stone. Always give yourself permission to break any rule you once set. Ignore ALL the general wisdom like trend is your friend or never catch a falling knife. For average investors they work but if you want to be one of the best, all of those are stupid generic nonsense that sounds like wisdom but oversimplifies reality and gives you the illusion of acting rationally when you're just going with the crowd. Every decision is unique and there's NEVER a template to just copy paste. Always make a fresh decision based on the best data you have and your judgement. What truly makes a world-class trader is to stay flexible and identify the winning conditions and play style required in every environment. It's for that reason that volatility and uncertainty are welcomed by such people because they trust in their ability to learn and adjust faster than anyone else and start every new paradigm with fat early alpha. This view is heavily influenced by my experience in competitive gaming.

I'm up 250%ish YTD (my peak before the recent pullback was over 300%). I still have my goal set on getting to $10M this year. I'm currently at $6.7M, so there's still plenty to do. I started the year essentially all-in $NBIS, which is up 131% YTD. I'm very happy with the decision to actively trade rather than simply hold. When I first started trimming, a lot of people told me it's dumb and doubted it. But those moves led to some of my biggest winners this year, including $OUST, SK Square, $CRDO, and others. So even after taxes, I've significantly outperformed my original all-in $NBIS buy and hold scenario. That doesn't mean I'd recommend anyone copy my approach. For me, though, trading has been incredibly rewarding. I'll probably continue doing it going forward, and if you're interested, you're welcome to follow along on the journey.

Portfolio Update: 82% $NBIS 10% $285A (Kioxia) 8% $000660 (SK Hynix) No cash

SemiAnalysis on $META “overcapacity” and market reactions with $NBIS and others: “We believe Meta’s datacenter and compute will accelerate”. “Capex in 2027 will be shockingly high”. Recent global crash, especially in the photonics sector was stupid… Off misleading narratives of Meta dropping out of AI race to sell excess compute… When in fact things are likely to accelerate from Meta catching up to GPT5.5. I’m personally expecting a sharp V recovery, especially with the names that crashed 50% from this narrative.

I'm up 250%ish YTD (my peak before the recent pullback was over 300%). I still have my goal set on getting to $10M this year. I'm currently at $6.7M, so there's still plenty to do. I started the year essentially all-in $NBIS, which is up 131% YTD. I'm very happy with the decision to actively trade rather than simply hold. When I first started trimming, a lot of people told me it's dumb and doubted it. But those moves led to some of my biggest winners this year, including $OUST, SK Square, $CRDO, and others. So even after taxes, I've significantly outperformed my original all-in $NBIS buy and hold scenario. That doesn't mean I'd recommend anyone copy my approach. For me, though, trading has been incredibly rewarding. I'll probably continue doing it going forward, and if you're interested, you're welcome to follow along on the journey.

I'm up 250%ish YTD (my peak before the recent pullback was over 300%). I still have my goal set on getting to $10M this year. I'm currently at $6.7M, so there's still plenty to do. I started the year essentially all-in $NBIS, which is up 131% YTD. I'm very happy with the decision to actively trade rather than simply hold. When I first started trimming, a lot of people told me it's dumb and doubted it. But those moves led to some of my biggest winners this year, including $OUST, SK Square, $CRDO, and others. So even after taxes, I've significantly outperformed my original all-in $NBIS buy and hold scenario. That doesn't mean I'd recommend anyone copy my approach. For me, though, trading has been incredibly rewarding. I'll probably continue doing it going forward, and if you're interested, you're welcome to follow along on the journey.