Mariusx | Investings in the UK 🇬🇧

Road to £2M 💰
ISA: £330k (33%) • SIPP: £69k (7%)
Top Holdings: NBIS $25 • RKLB $4.5 • MU $400 • AMZN $150
Consistency + Compounding = Wealth 🇬🇧

[Mariusx | Investings in the UK 🇬🇧 @MariuszxInvests]

Over 6 years and over £213k in realised profits 💰
It’s incredible how investing can change your life.
I basically bought myself retirement a good few years earlier.

Follow for more, no bullshit, just screenshots.

[Mariusx | Investings in the UK 🇬🇧 @MariuszxInvests]

Nice message from T212

£33.93 on uninvested cash this week.

More than X paid me all last month.
😂😂

[Mariusx | Investings in the UK 🇬🇧 @MariuszxInvests]

Long $SKHY across ISA and SIPP.

Forward P/E somewhere between 4x and 5x depending whose estimates you use. Either number is absurd for the second largest HBM supplier on earth.

The noise is the opportunity.

5Y horizon. DCA. DYOR. https://t.co/kGR71q12lK

[Babyfolio @babyfolio]

SK Hynix 000660.KRX / $SKHY is currently at a ~$732 billion market cap, trading at 4.0x forward P/E.

The company is expected to generate around $676 billion in net income between 2026 and 2028.

That means SK Hynix could generate almost its entire current market cap in net income over the next three years.

The market is definitely not pricing that in.

Sometimes the opportunity is obvious, but the noise makes it hard to invest.

[Mariusx | Investings in the UK 🇬🇧 @MariuszxInvests]

Three names reporting tonight after the close.

$RKLB, $HIMS, $ASTS.

Options are pricing a 12 percent move on HIMS alone.

Going to be a bumpy evening.

Which one are you most nervous about?

[Mariusx | Investings in the UK 🇬🇧 @MariuszxInvests]

ISA up £25,225 this week. 8.5%.
Concentrated. Uncomfortable. Working.

[Mariusx | Investings in the UK 🇬🇧 @MariuszxInvests]

Agreed it’s a nice increase. $nbis lovers 😉 https://t.co/to14zty0xM

[Paradis @ParadisLabs]

Goldman Sachs increase Nebius position from 7.2% to 10.5%. Huge.

$NBIS

[Mariusx | Investings in the UK 🇬🇧 @MariuszxInvests]

One more buy today $nbis lovers

[Mariusx | Investings in the UK 🇬🇧 @MariuszxInvests]

Sun setting. Beer cold.
Have a good weekend all.🇪🇸☀️

[Mariusx | Investings in the UK 🇬🇧 @MariuszxInvests]

Closed the $NOW LEAP today.
+$2,365.

[Mariusx | Investings in the UK 🇬🇧 @MariuszxInvests]

$NBIS lovers, one for you.

Added 100 shares yesterday.

[Mariusx | Investings in the UK 🇬🇧 @MariuszxInvests]

Gm all.
Let’s start this day right 😂🤣☀️

[Mariusx | Investings in the UK 🇬🇧 @MariuszxInvests]

Monitoring the situation and grinding back the losses from that $APP earnings trade. A quick win on $SNDK helps. At least the beer and the view ease the pain 🍻🌴😂

[Mariusx | Investings in the UK 🇬🇧 @MariuszxInvests]

19.81% green today. Almost certainly a glitch.

Which still makes it more rational than yesterday's price action.
😂

[Mariusx | Investings in the UK 🇬🇧 @MariuszxInvests]

$NBIS at 30.83% in an actively managed fund is a conviction call, not an index outcome.

Agreed with it. Highest conviction position in my book too.

Though $NBIS and $CRWV being 58% of the fund means this is a two stock bet wearing an ETF wrapper.

DYOR. https://t.co/M9zwhDHh5y

[Paradis @ParadisLabs]

Roundhill are launching Neocloud ETF today.

Top 5 holdings:
1. $NBIS | 30.83%
2. $CRWV | 27.30%
3. $IREN | 7.72%
4. $HUT | 6.32%
5. $WULF | 4.97%

Curious to see if this becomes as popular as $DRAM over the coming months!

[Mariusx | Investings in the UK 🇬🇧 @MariuszxInvests]

Two more days 😎🥺

[Mariusx | Investings in the UK 🇬🇧 @MariuszxInvests]

$920 booked this week across three closes.

$RDDT short call expired worthless. $NBIS and $CRWV credit spreads both taken off around 55% of max profit.

Did not hold any of them to expiry.

[Mariusx | Investings in the UK 🇬🇧 @MariuszxInvests]

Out of 2MU, into $MU.

Result plus £540 on the leveraged position.

Let’s enjoy rest of the day 😉🏖️

[Mariusx | Investings in the UK 🇬🇧 @MariuszxInvests]

$UBER: bookings beat, EPS in line, EBITDA up 33%, first ever $10B trailing free cash flow.

Guidance midpoint light by 0.13% and the stock drops 4%.

Down 12% this year while the Nasdaq is up 14%.

Someone is wrong here.

[Mariusx | Investings in the UK 🇬🇧 @MariuszxInvests]

Still think the ETF is the safe option?

The S&P 500 trades around 29 times trailing earnings.

$META, which is inside that index, trades at 21 trailing and about 17 forward. ROE near 30%. ROIC over 25%. PEG 0.82.

So you can pay 29 for the average, or 17 for one of the best

[Mariusx | Investings in the UK 🇬🇧 @MariuszxInvests]

I’m not coming back 🤣🤣

[Mariusx | Investings in the UK 🇬🇧 @MariuszxInvests]

$META out of the SIPP. $SKHY in.

What a beautiful day ☀️🏖️