Your greatest asset isn’t found in a brokerage account—it’s the resilience you build along the way.
Every market cycle is a lesson in character, and every dip is an opportunity to practice courage.
Trust the process, trust your discipline, and watch yourself grow alongside your wealth.
$RDDT
- Sixth most visited website in the world
- Sam Altman owns 9%
- 70% revenue growth
- Google + OpenAI data deal
- Anthropic settlement pending
- 92% gross margins
Quite the setup.
@SchwartzFinance Own both. $MELI masters commerce and logistics, while $NU dominates pure fintech. Together, they capture total LATAM tech in one ultimate portfolio.
@DvdndDiplomats Very important thing is NAV grew to $33.46 (a $0.13 increase from Q4 2025). For long term dividend growth investore, this is rare opportunity to grab a premium BDC at steep discount.
IMHO Munich RE's dip presents an excellent buying opportunity.
Strong fundamentals, reliable dividends, and the business is rock solid.
Markets panic, quality stays. Easy top up territory for long term dividend growth investors.
long #MunichRE
$MELI just keeps delivering!
Q1 revenue came in at $8.85 (+49% YoY), well ahead of expectations. Brazil items sold surge 56% driven by smarter logistics execution, while fintech MAUs climbed to 83M. Credit portfolio jumped 87% to $14.6B.
E-commerce + fintech 🚀
long $MELI
Really curious about $NVO earnings tomorrow. Mostly watching to see if new wegovy pill is actually catching on, how bad that price wr with Lilly is hurting their margins, and if they finally fixed the supply bottlenecks. Could be wild.
Looking forward to the earnings tonight. But whatever the results are, the bigger picture isn't changing:
$AMZN just put about $ 50B into OpenAI, making sure its models run AWS for years.
$GOOG owns around 14% of Anthropic and roughly 6% of SpaceX, covering both AI models and the infrastructure around them.
$MSFT is sitting on about 27% of OpenAI while continuing to pull in the top talend across the field.
$META is spending roughly $ 135B in capex to shape the open sourse ecosystem everyone else depends on.
In AI boom they don't need to win every race, they own the track.