Howdy @X I decided to start posting my Journey as a Real Estate Wholesale Entrepreneur & Investor here consistently into the future!
Based in Phoenix, Az and have been involved in the real estate industry since 2016 and have completed well over 1400 transactions.
Now running a solo operation you will see me posting the ins and outs of daily functions within my business to hopefully help others aspiring to do the same, take their first steps.
In addition over the past year my journey in the world of investing has expanded. With that, I will be posting about my path here for documentation.
All of this with the possibility for some lifestyle content along the way.
Follow along!
what a day man
semis get destroyed all month
turns out it was a structural deleveraging event that really caused the worst parts of it
best day for semis in a year once the biggest AI levered hedgefund gets liquidated
has to be one of the craziest days this year for markets
There's a lot of stupid commentary around Leopold raising funds. After names like $BE, $SNDK, $SHAZ, and others all had very sharp drawdowns in July.
Just remember... here's a man in finance that's
1. 6'5
2. Blue Eyes
3. Hedge Fund
Probably better looking than you, and was up 439% through June YTD.
Regarding the drawdown, Aschenbrenner acknowledged that the fund had "not been immune" to the market turmoil, particularly in Asia. FT separately reported that leverage amplified both its extraordinary gains and recent losses.
He described the sell-off as potentially the best buying opportunity since early 2025
I'd agree with him and hope he succeeds with the raise.
Since a lot of the current selloff looks like it overshot its mark through forced deleveraging.
Did Citadel really just liquidate Situational Awareness…
Then brought up entire markets the next day?
$NBIS +26.25%
$IREN +25.96%
$SHAZ +22.82%
$SNDK + 23.98%
$BE +23.67%
$SKHY +16.98%
$INTC +12.16%
Amid many others. This has gotta be one of the wildest liquidations I’ve seen.
My strategy is that of a multi layered compound affect machine.
First I invest into myself: getting better at and learning skills that generate cash.
For me that is wholesale, real estate and trading which generates active income.
These investments and profits compound leading to taking these profits and investing into individual stocks.
Those stocks then go to work earnings dividends and possible further multiply over time.
The cycle rinses and repeats over and over.
$SPY $QQQ
Not a bad month for the Swing Trading Acct.
Going to take the week off from trading unless I see something crazy tomorrow; and head to California.
Buy some stocks in my long term portfolio
Listen to earnings calls for long term holdings I need to catch up on
At the beach this weekend with my Dog
Cheers
🍻 ✌️ 🏝️ 🐼
$MSFT $META $TSLA $SOFI $QQQ $SPY
Ended up exiting runners from a large swing in $META in highs this month leading into earnings.
Simply out I was afraid of another earnings call with cap ex announcements and no clear justification from $META
The market response leading into earnings and after earnings show shareholders shared concern.
While the ad revenue business is fierce competition, one would appreciate an approach such as @MSFT is taking to the opportunities in the Ai boom with their cap ex spend.
MAYBE we are all wrong.
And in the long term I’ll continue to DCA in long term portfolios because the company is still showing crazy growth and I believe will continue to be the best users of Ai in the world converting into revenue for their ad business. And acquisition business.
I believe Zuck will start reversing the narrative when we see the stock bear 50% from ATHs
$MSFT Might end up saving the Ai trade in the near term. AFTER lagging while being lumped in with the software category.
People forget about their azure cloud business which is showing substantial growth and they’re actually announcing a rollback in cap ex in this Ai boom showing profitability with Ai.
This is echoing hope to the rest of the market and response on earnings after hours shows it too Up 8% plus at time of posting
The key to becoming a successful investor:
Earning more money than you spend
Investing as much as possible
As consistently as possible
Ideally on a weekly, biweekly, or monthly basis
✌️
Many do not know this but Fox Restaurant Concepts is a local to Phoenix, Arizona Business built around creating and launching and operating new concepts and expanding on these concepts now nationwide.
Sometime around 2019 / 2020 shut down era Fox Restaurant Concepts was acquired by $CAKE
Living in Arizona and seeing the success of these concepts, also understanding the machine of a business at the foundation that is the Cheesecake Factory, it became evident to me these new concepts from FRC have an incredible chance at expansion nationwide even internationally.
Taking after the business model such as a $DRI or Darden.
$CAKE increases another 3.81% after hours on reaction to earnings.
What’s your favorite FRC establishment?
Great article from @finkd on a positive glance into the future of Ai and super Intelligence.
Mark sites $META ‘s commitment to building with principled of empowerment for all with super intelligence in mind.
What is $META doing with the cap ex though…? 🤔😂
$QQQ Down nearly 11 % from highs today. Eyeballing a touch below the 200 EMA for a possible support around $633.00
Lots of chatter about oct being the bottom for bitcoin:native and other areas in the markets.
Waiting to buy or buying every red candle?