Beer Money Bull

🍺 Blue collar roots. Wall Street mindset.
Built a $1M+ net worth from nothing.
Stocks, real estate & the road to $10M.
Not financial advice

[Beer Money Bull @BeerMoneyBull]

🍺 First post. Figured I'd start with one of my highest conviction plays.

$SIVE

Bought my first shares at $3.10. Just added 1,500 more at $6.90 nice lol. Already up almost 6% on the day.

Why?

Sivers has exposure to:

AI/data infrastructure
Satellite communications
Defense
Next-gen connectivity

High risk? Absolutely.
High upside? I think so.
A redneck with a brokerage account trying to turn beer money into generational wealth.

Road to $10M.

[Beer Money Bull @BeerMoneyBull]

If you’re still bullish on AI, you should still be bullish on DRAM.

$MU is giving back almost all of its post-earnings gains.

My thesis hasn’t changed.

AI memory demand isn’t slowing.
HBM demand is still exploding.
Supply remains disciplined.

The lawsuit headlines may create volatility, but they don’t change the long-term trajectory of memory demand.

If anything, weakness is where conviction gets tested.

I’m still buying.

And if you’ve got the stomach for volatility… $RAM deserves a look too.

3–5 years from now, I think the winners in memory will look obvious.

[Beer Money Bull @BeerMoneyBull]

@retard3dinvst0r $200 by end of this week

[Beer Money Bull @BeerMoneyBull]

Bought more today.

$AAOI
$MRVL
$RAM

Could I be early? Sure.
Could I be late? Sure.

Could they drop another 20%? Absolutely.

I don’t care.

The AI buildout isn’t ending because of one red week.

Optical.
Networking.
Memory.

Those are the picks and shovels of this decade.

My goal isn’t to win this month.

It’s to build wealth over the next 10 years.

[Beer Money Bull @BeerMoneyBull]

Just sold one of my rental properties today for a $200k profit. Depositing the check tomorrow. What’s everyone buying tomorrow? Should I invest all 200k or send it and use half to buy my dream car?

@bubbleboi @michaelsikand @Gubloinvestor

[Beer Money Bull @BeerMoneyBull]

@NotA_Bull 8

[Beer Money Bull @BeerMoneyBull]

@aleabitoreddit This is incredibly bullish right? Feel like possible rate hikes were behind a lot of the recent ai/photonics selloff.

[Beer Money Bull @BeerMoneyBull]

@__Con_ The thesis hasn't changed. Many good things are coming in the next several months—perfect buying opportunity for anyone late to the game.

[Beer Money Bull @BeerMoneyBull]

@Gubloinvestor A great asset doesn’t always make a great stock. The question isn’t whether Bitcoin wins — it’s whether MSTR’s valuation already priced in years of success.

[Beer Money Bull @BeerMoneyBull]

@asianinvestors Picked up 1500 more shares today at $6.9

[Beer Money Bull @BeerMoneyBull]

@aleabitoreddit Was able to pickup 1500 more shares today at $6.9. What a deal!