The time has come to start posting more on X
I've been investing since January 2025 and used to post last year but I stepped away to spend more time learning the market and making sure I know what I'm talking about when I post.
The journey starts here - lets see where it goes
These are strong results in any environment, but they're even more remarkable when considering how the macro environment in 2026 has unfolded. Nine months into the year, the environment looks different than what we expected.
Our original 2026 guidance assumed two rate cuts. Instead: one rate hike and today we are positioned for two more this year.
The good news is @SoFi is executing as well as we ever have. I now have as much confidence in our ability to drive durable growth in a high rate environment as I do in a low rate environment.
@growthrapidly So glad I had a chance to buy more $RKLB. Was my first ever holding, and I diddnt buy enough shares. When it dropped to $65 I started loading more. Now when it finally goes where it should I’m happy with my position
Started investing less than 2 years ago. Today I achieved my first 5 figure position thanks to $ELF
Bought at $55 when it was at its lows and its grown to be my biggest holding.
Not selling yet as way more upside. Long!
@Ashton_1nvests What do you think to the tech side of the business? Was beaten down over the last few quarters, seems to have started to come back this quarter ?
Ondas and @PalantirTech formed Regna AI to help governments and enterprises deploy mission-specialized fine-tuned AI models in sovereign environments, down to edge hardware in DDIL conditions.
Ondas is the first customer, building on SkyWeaver C4I. $ONDS
https://t.co/haLHmA60ud
Ondas received a $56M order for Electronic Safe & Arm Devices supporting a European loitering munition program, the first since the GATE and Bron acquisitions.
Production moves forward with qualified technology and an established manufacturing base in Poland. $ONDS
https://t.co/RKIuk5hRAz
Citizens initiated coverage of Ondas $ONDS with an Outperform rating and $14 price target.
The firm views the company as a "dynamic player" in the autonomous systems category with a diversified platform "spanning four high-growth submarkets."
Ondas' strategy to consolidate capabilities within the autonomous systems domain creates a unified "systems of systems" platform with the benefits of scale, the analyst tells investors in a research note.
One of my biggest mistakes was not buying enough shares of great companies at cheap prices.
Here’s some of the positions I still own that I wish I bought more when they were cheaper :
$AMD
$RKLB (although I have been buying recently)
$ELF
This was my portfolio when I first started investing.
The only positions I hold now is $SOFI and $RKLB
Everything else other than $AMZN are at similar price levels.
In the last 12 months my portfolio has retuned 30+ %
Research is key🧐
First tweet i have ever done like this.
My current portfolio lineup, any pointers or questions are welcomed. Or any tips i can look into
$SOFI $AMZN $HIMS $TSLA $RKLB $FUBO $NVDA
Here are some of my biggest lessons since investing :
1 - Your stocks won’t double overnight. Patience is key
2 - Always save cash for the dip. It will ALWAYS dip
3 -Less stocks > more stocks
4 - Averaging up is better than not having enough shares.