AdrianCInvests

Corp by day. Long-term stock picker. Main Holdings: $ANET $AXON $HOOD $RDDT $CRDO

[AdrianCInvests @AdrianCInvests]

Themes over tickers. Long-term over quick trades.

Thesis/thematic investor here, with a bias toward long-term compounders. Names I am super bullish on: $ANET, $HOOD, $RDDT, $AXON, $CRDO.

26, full-time corporate, full-time obsessed with building generational wealth one thesis at a time.

Follow along my investing journey.

[AdrianCInvests @AdrianCInvests]

@ZackStacksKap Below $290 is pound the table valuation for me. I dont even think last earning miss was a real miss its purely down to a federal contract delay that is out of $AXON hands

[AdrianCInvests @AdrianCInvests]

@bullish1312 I do agree with ya but i will wait after ipo to get $ANT

[AdrianCInvests @AdrianCInvests]

If you could only own one for the next 5 years:

$ANT or $NVDA

Which one?

[AdrianCInvests @AdrianCInvests]

@CamperdownCo 😂😂😂

[AdrianCInvests @AdrianCInvests]

@JManCapital That would be my pick too!

[AdrianCInvests @AdrianCInvests]

@BenTradesData That is my pick too!

[AdrianCInvests @AdrianCInvests]

@Raj_Invests Same for me!

[AdrianCInvests @AdrianCInvests]

@hitborg That would be my pick too

[AdrianCInvests @AdrianCInvests]

@KGInvests_ Haha same i will wait

[AdrianCInvests @AdrianCInvests]

@wwbuysstocks That would be my pick too!

[AdrianCInvests @AdrianCInvests]

@CarsonTalkMoney Subscriber and margins drop makes me not a fan but at sub 20 the risk reward is good

[AdrianCInvests @AdrianCInvests]

@BuildingAfter5 @grok Probably a good idea to wait

[AdrianCInvests @AdrianCInvests]

Follow up on $ANT:

How have IPOs actually done as long term investments?

Buy at the IPO or wait for the dip?

[AdrianCInvests @AdrianCInvests]

Is anyone planning to buy $ANT?

[AdrianCInvests @AdrianCInvests]

@xItsTinnyx Thats what i plan to do too

[AdrianCInvests @AdrianCInvests]

🚨 MOST IPOs FAIL TO LIVE UP TO THE HYPE. SO WHY FIGHT FOR $ANT SHARES?

Here are other ways to get Anthropic exposure without buying shares directly.

$GOOGL and $AMZN already own major stakes.

$NVDA, $AMD, $AVGO, $MU, $MSFT and $TSM are committing $16B combined at the IPO price.

$QQQ could also gain exposure after the IPO.

Would you buy $ANT directly at the IPO or play it through indirect exposure?

[AdrianCInvests @AdrianCInvests]

@pekutovsky45098 That would be my pick too! Its way safer imo

[AdrianCInvests @AdrianCInvests]

@QualCompounders $NBIS better lock in

[AdrianCInvests @AdrianCInvests]

@Carsontalkstock i dont think its overhyped but overpriced yes

[AdrianCInvests @AdrianCInvests]

Is anyone planning to buy $ANT?

[AdrianCInvests @AdrianCInvests]

@worstgeneD that is my pick too lol

[AdrianCInvests @AdrianCInvests]

@atldesipm i would say overpriced but i dont think its overrated lol

[AdrianCInvests @AdrianCInvests]

@iamanthonyrubio i would agree, usually after ipo it dips below the ipo price