Dan In The Markets

🇬🇧 UK Retail Investor

Documenting my journey from £5,000 to £100,000.

[Dan In The Markets @Danielson0199]

First investment of the £5K → £100K journey.

I've just put £500 into $SIVE.

That's 10% of the portfolio committed on day one.

Could it go against me? Absolutely.

Could it be a great decision? Time will tell.

The point of this account isn't to pretend every pick is a winner.

It's to document the journey, the mistakes, and the lessons along the way.

Position #1: $SIVE

Portfolio: £5,000
Invested: £500

Let's see how this plays out. 🇬🇧📈

[Dan In The Markets @Danielson0199]

@KieranT1000 Kioxia, is the one looking most likely.

[Dan In The Markets @Danielson0199]

You can’t make the UK up anymore 😂

[GB Politics @GBPolitcs]

🚨NEW: Asbestos has been found in at least 1,000 wind turbines across Britain after essential parts were shipped into the country from China

[@thetimes]

[Dan In The Markets @Danielson0199]

@KieranT1000 Kioxia and $KTOS so far, both very attractive companies and seem to have a bright future.

[Dan In The Markets @Danielson0199]

@DougAMacgregor They should just kiss and make up already

[Dan In The Markets @Danielson0199]

@HormuzLetter Another full week of this rubbish then I guess?

[Dan In The Markets @Danielson0199]

@KobeissiLetter When leveraged ETFs start becoming some of the biggest funds in the region, it’s usually a sign euphoria is replacing discipline.

[Dan In The Markets @Danielson0199]

@fynnvestor It certainly looks attractive at these levels

[Dan In The Markets @Danielson0199]

Been looking through $KTOS Kratos Defense and honestly it’s pretty interesting.

They’re not just some boring defence stock. They’re involved in drones, hypersonics, rocket systems, space/satellite stuff and electronic warfare.

Few numbers that stood out to me:

- Revenue: $371m, up 22.6% YoY
- Unmanned systems: up 30.9%
- Bookings: $605m
- Backlog: $2.01 bn
- Bid pipeline: $14.3 bn
The backlog is the part I like most. It looks like demand is actually coming through, not just hype around defence spending.

Only issue is valuation. It’s already had a strong move and doesn’t exactly look cheap now.

Definitely adding $KTOS to my watchlist though. Feels like one of those next-gen defence names worth keeping an eye on.

[Dan In The Markets @Danielson0199]

@piersmorgan what a legend!

[Dan In The Markets @Danielson0199]

@Mapago9 Ive shared a few on my page recently! Take a look.

[Dan In The Markets @Danielson0199]

@TheParaInvestor Welcome Luke, i've only been part a few days myself and it's unbelievable!

[Dan In The Markets @Danielson0199]

This one was recommended by someone within the community and all I have to say is WOW!

Kioxia $KXIAY is one of the wildest AI infrastructure names I’ve looked at.

This isn’t just “AI hype” either… the numbers are moving.

FY Mar 2026:

- Revenue: ¥2.34tn, +37% YoY
- Operating profit: ¥870bn, +93% YoY
- Net profit: ¥555bn, +104% YoY
- Operating margin: 37.2%

The real eye opener is the next quarter forecast:

- Revenue: ¥1.75tn
- Operating profit: ¥1.30tn
- Net profit: ¥869bn

That would be more net profit in one quarter than they made in the whole of FY2026.

AI data centres need insane amounts of fast storage, and Kioxia is one of the major NAND / SSD players.

[Dan In The Markets @Danielson0199]

@FelixHopkins7 Gm mate! enjoying the weather for sure... HBU?

[Dan In The Markets @Danielson0199]

@financialjuice It was in the contract no? US going back on their word now…

[Dan In The Markets @Danielson0199]

@asklivermore 2016-2022 “8 years” okay… cycle did not end in 2016 😂

[Dan In The Markets @Danielson0199]

@StocksandDares Goos morning Ross!

[Dan In The Markets @Danielson0199]

@ben__investing Good morning!

[Dan In The Markets @Danielson0199]

@BRICSinfo Is the deal back on??

[Dan In The Markets @Danielson0199]

@elonmusk Robotics is the future!