Investor Ash

Data & Tech Leader, PhD in Computing Science.
📈 Investor: sharing my stock analysis & investment journey on X. Not financial advice!
💷 250K+ portfolio update

[Investor Ash @InvestorAsh]

@sundarpichai University of Sussex researchers estimate that breaking #Bitcoin encryption in 1 day would need 13M qubits. Willow has 105 qubits. Not possible today, but theoretically:

~124000 Willows: to break the encryption in 1 day
~340 Willows: in 1 year

[Investor Ash @InvestorAsh]

@ariaradnia Not gonna be your favourite answer, but $GOOGL, bro!

Been up ~100K since buying the dip last year.

[Investor Ash @InvestorAsh]

The 10 biggest contributors to portfolio gains as of the end of Apr 2026.

[Investor Ash @InvestorAsh]

My stock portfolio has outperformed the S&P 500 and FTSE All-World Index since 2024
And is now closing the gap with the NASDAQ-100

[Investor Ash @InvestorAsh]

@Mindset4Money_X It's beautiful, isn't it!

[Investor Ash @InvestorAsh]

@MelnixInvest They've been unbelievable!

[Investor Ash @InvestorAsh]

Look at $GOOGL's insane earnings!
This is the same company people were calling "dead" a year ago!

If you understood the tech and judged the risks well, you're probably enjoying the gains right now 🚀

#tech #investing #ai

[Investor Ash @InvestorAsh]

@sundarpichai https://t.co/VKPXUJi86A

[Polymarket @Polymarket]

BREAKING: Google research reveals quantum computers may be able to crack Bitcoin's private keys in just 9 minutes.

[Investor Ash @InvestorAsh]

@sundarpichai University of Sussex researchers estimate that breaking #Bitcoin encryption in 1 day would need 13M qubits. Willow has 105 qubits. Not possible today, but theoretically:

~124000 Willows: to break the encryption in 1 day
~340 Willows: in 1 year

[Investor Ash @InvestorAsh]

2022: AI writes text
2023: AI writes code
2024: runs code
2025: deploys code
2026: opens the app, tests and fixes bugs!

[Investor Ash @InvestorAsh]

Proof that I don't just post my gains!

£20K down on my Invest account in 2026, and it still feels great! I've been buying more of my favourite stocks.

Currently sitting on 7% cash in this account.

[Investor Ash @InvestorAsh]

btw, this actually happened!
$MSFT

[Investor Ash @InvestorAsh]

The discount rotation this year has been wild!

$GOOGL → $AMZN → $META (EV/EBITDA < 16)

Is $MSFT next?

[Investor Ash @InvestorAsh]

@joecarlsonshow @joecarlsonshow, have you shared your annual return as usual? I might have missed that.

[Investor Ash @InvestorAsh]

* 2025: Portfolio 20.8%

[Investor Ash @InvestorAsh]

I beat all 3 indices in 2025 ✨Nasdaq-100, S&P 500, and FTSE All-World!

🟢2025:
Portfolio 18.5% | $XNAQ 11.3% | $VUAG 8.4% | $VWRP 12.9%

🟡Since 2024:
Portfolio 40.4% | $XNAQ 45.1% | $VUAG 39.1% | $VWRP 36.3%

Considering that 15% of my portfolio is in cash.
Top10 holdings👇

[Investor Ash @InvestorAsh]

Portfolio Update (1 Dec) vs. $XNAQ (Nasdaq-100 ETF) and $VUAG (S&P500):

Period | Portfolio | XNAQ | VUAG
2024-Nov'25 |🟡+43.2% | +47.0% | +40.1%
YTD |🟢+22.3% | +12.7% | +9.2%

[Investor Ash @InvestorAsh]

@his_eminence_j There are dozens of internal tools, for marketing, document search, visual generation, document processing, etc.
You name it, there's a team working on it. There are also client-facing versions, but they're being released more slowly and with a more limited scope.

[Investor Ash @InvestorAsh]

@his_eminence_j I don't think that's accurate. I've managed multiple engineering teams at 2 different companies over the past 2 years, and nearly everyone used GitHub Copilot (a different product) for coding.
In my current role, we even have quarterly targets for AI usage.

[Investor Ash @InvestorAsh]

@dividenddude That's typical Elon!
As he tweets, Waymo expands to more cities!

[Investor Ash @InvestorAsh]

@oguzerkan I agree!
https://t.co/b3Ut7xTjNH

[Investor Ash @InvestorAsh]

Amazon could nearly 3x in 5 Years!

$AMZN 5-Year Price Target: $627 (176.4%)
Implied Annual Return: 22.6%

Assumptions:
🟢10% Annual EPS Growth (vs. 72.2% historical)
🟢Target PE: 55 (vs. 54.8 median historical)

[Investor Ash @InvestorAsh]

Amazon could nearly 3x in 5 Years!

$AMZN 5-Year Price Target: $627 (176.4%)
Implied Annual Return: 22.6%

Assumptions:
🟢10% Annual EPS Growth (vs. 72.2% historical)
🟢Target PE: 55 (vs. 54.8 median historical)

[Investor Ash @InvestorAsh]

Do we all agree that Zuck just knows the game?
The way he saves his stock every time it gets hit hard is pretty remarkable!
$META

[Shay Boloor @StockSavvyShay]

$META ZUCKERBERG IS PREPARING TO CUT METAVERSE SPENDING BY AS MUCH AS 30%

[Investor Ash @InvestorAsh]

@GrindeOptions https://t.co/bk0QTxHteY

[Investor Ash @InvestorAsh]

$MSFT 5-Year Price Target: $990 (107.2%)
Implied Annual Return: 15.7%
Assumptions:
🟢15% Annual EPS Growth (vs. 17.4% historical)
🟢Target PE: 35 (vs. 33 historical)