LongGameEquity

Long-term investor focused on disruptive tech 🚀
AI • SaaS • Software | 5–10 yr horizon

👇 Investing tools + brokerage signup

[LongGameEquity @LongGameEquity]

$AMD reminds me a lot of $PLTR. It looked expensive at $60, but growth blew past expectations and the tailwinds were so insane it was actually cheap.

$AMD will likely crush estimates and look dirt cheap in a year or two.

[LongGameEquity @LongGameEquity]

@axctrading Only matters how the market interprets it and they won’t care. I agree though

[LongGameEquity @LongGameEquity]

Is $MSTR about to break the Bitcoin market? 🚨

With $BTC dipping below $62k, MicroStrategy is officially underwater on its 843k bitcoin stash held at an average cost of ~$75.7k. If Saylor is forced into a liquidation loop to service debt, a panic cascade could easily dump crypto down to the $40k support level.

[LongGameEquity @LongGameEquity]

@LeifInvests 40k then back up probably

[LongGameEquity @LongGameEquity]

@LHJoshuaWrites Me too 💯

[LongGameEquity @LongGameEquity]

Let’s settle this once and for all

Which one are you taking

Portfolio A:
$META + $AMD

Or

Portfolio B:
$AMZN + $NVDA

[LongGameEquity @LongGameEquity]

@trevhesinvests Need em cheaper

[LongGameEquity @LongGameEquity]

Crypto bros are freeing up liquidity to buy the SpaceX IPO 😂

$BTC $LINK $SOL $ETH $XRP

[LongGameEquity @LongGameEquity]

@Mattihcq1 Can’t go wrong with their imo

[LongGameEquity @LongGameEquity]

@valerijatrades1 Yep!

[LongGameEquity @LongGameEquity]

This aged extremely well is now the time to reenter $SOL $ETH $LINK?

[LongGameEquity @LongGameEquity]

Selling my $ETH $LINK and $SOL is aging well so far. ALT coins usually drop 80-90% during crypto winters

[LongGameEquity @LongGameEquity]

@MarvenzzFranc Lol

[LongGameEquity @LongGameEquity]

@Investinc_Intel Thank you!! Dodged a bullet lol

[LongGameEquity @LongGameEquity]

@GoBlueArizona Yeah i’m here for views clearly 😂. You are the one who mentioned views not me

[LongGameEquity @LongGameEquity]

Hell of a day to be heavy in $AMD and $META. How are y’all doing?

[LongGameEquity @LongGameEquity]

@AK57100 Needs more $ZETA

[LongGameEquity @LongGameEquity]

@GoBlueArizona This comment tells me why you get no views people like people who act like you

[LongGameEquity @LongGameEquity]

@Acevent95706230 Lmao

[LongGameEquity @LongGameEquity]

$CRWD (-12%) and $AVGO (-8%) are both down sharply in after-hours trading.

Expectations were simply too high for both going into earnings. It looks like a rough session ahead for SaaS and semiconductor stocks tomorrow.

[LongGameEquity @LongGameEquity]

Started a position in Centrus Energy $LEU today.

They are a pure picks-and-shovels play for advanced nuclear, operating the only active HALEU enrichment facility in the US—breaking a functional Russian monopoly on the fuel required for next-gen SMRs.
The balance sheet is uniquely liquid: holding $1.87B in cash against a ~$3.59B market cap means roughly 52% of the company's valuation is backed entirely by cash.

[LongGameEquity @LongGameEquity]

@mitchellfoxtec I like $CEG and $VST

[LongGameEquity @LongGameEquity]

Top high-conviction buys right now:

🔹 $VST & $CEG: The AI utility thesis is only accelerating. As hyper-scalers scale next-gen data centers, secure baseload power remains the ultimate constraint. Still my top plays on the physical infrastructure layer.
🔹 $ZS: New position. Adding Zscaler as enterprise cyber spending hardens. You can't deploy massive AI workloads without zero-trust architecture at the edge. Risk-to-reward is too clean here.
Powering the grid and securing the edge.

[LongGameEquity @LongGameEquity]

@NinjaPT33 That’s how the big money is made!!

[LongGameEquity @LongGameEquity]

@LeifInvests Waiting for a bigger dip on these