CompoundCurious

Longterm investor, buy and hold index funds and some individual stocks $NVDA $GOOG $META $HOOD $NBIS $SOFI $ZETA $BMNR $NOW $CELH $APH $GEV NFA DYOR

[CompoundCurious @CompoundCurious]

Journey to $1M
I’m a Medical Laboratory Scientist who spent my college years under a microscope, but in 2020, I shifted my focus to the biggest magnifying glass of all: Compound Interest. 📈

[CompoundCurious @CompoundCurious]

@CarsonTalkMoney I bought $CELH

[CompoundCurious @CompoundCurious]

@Ashton_1nvests So sorry to hear that!

[CompoundCurious @CompoundCurious]

It’s so fascinating when everything is red, this stock goes the opposite and vice versa lol 😂 $META. Holders of this stock are contrarian to the market !

[CompoundCurious @CompoundCurious]

@CarsonTalkMoney I think if you are a trader, then you sell or buy these news but as an investor I want my investments to not shake like earthquakes so I m all in $NVDA for my chip exposure

[CompoundCurious @CompoundCurious]

@SwissInvestr That’s why I m in $NVDA but if you are a trader then $AMD has better upside potential

[CompoundCurious @CompoundCurious]

@DividendRob I think he is getting overexposed to $ NVDA 👀

[CompoundCurious @CompoundCurious]

@RockInRobin_99 Hard part is patience!

[CompoundCurious @CompoundCurious]

Shit is getting shittier 💩. At this point should I sell or keep quiet and trust in TOM LEE $BMNR.

[CompoundCurious @CompoundCurious]

The market is currently obsessing over the "picks and shovels" of the AI revolution, and while everyone is fighting over chips, the real bottleneck remains: Energy.

We are entering a structural energy supercycle. The data center demand isn't just a trend; it's a fundamental shift in global infrastructure requirements.

Why $GEV remains a core hold for me:
The Moat of Scale: With a massive ~$163B backlog, GE Vernova isn't just selling equipment—they are building the backbone of the AI grid. 

Essential Electrification: From high-efficiency gas turbines to critical grid software, they are essentially the "utility" of the digital age.

The Dip Opportunity: After a sharp run, we’ve seen a cooling period (down ~11% in the last month). For those with a long-term horizon, this is classic consolidation within a secular uptrend. 
The thesis is simple:

Power is compute and compute is power.

If you believe the data center expansion has legs, you have to own the companies that keep the lights on and the grid stable.

I’m viewing this recent pullback as a prime entry point to continue dollar-cost averaging into a position that I expect to be foundational for the next decade.
Not financial advice—just observing the physics of the market.

[CompoundCurious @CompoundCurious]

$NBIS to the moon 🌙

[CompoundCurious @CompoundCurious]

Looks like a good time to DCA into $GOOGL !

[CompoundCurious @CompoundCurious]

Finally the legend awakens $NVDA ! 👀

[CompoundCurious @CompoundCurious]

@FIREDUpWealth $ZETA $NOW $NBIS $NVDA

[CompoundCurious @CompoundCurious]

$NBIS covered call holders right now !

[TrendSpider @TrendSpider]

You have my attention $SOFI

[CompoundCurious @CompoundCurious]

Wife: Tom Lee is a genius. I am glad you bought $BMNR. We should sell some of the stocks and plan a vacation.

Me:

[TrendSpider @TrendSpider]

Space stocks absolutely cooked in May 🔥🍳

$RKLB +70%
$LUNR +70%
$ASTS +50%
$PL +37%
$VSAT +21%
$SATS +4%
$GSAT +2%

[CompoundCurious @CompoundCurious]

@Dom_Investing Yes, I usually check once a month and top it off and do a oil change service after 3000 miles

[CompoundCurious @CompoundCurious]

Anyone, what had happened to $NVDA !

[CompoundCurious @CompoundCurious]

@Dom_Investing Honda accord 2010