Mark Laird

Assets + Automation | Real Estate, Equities + AI | Building systems in public.
Not Financial Advice. Largest Holdings: $IREN, $TSLA, $HOOD, $NVDA, $SIVEF

[Mark Laird @MarkTheLaird]

@Gubloinvestor No, just passed out.

[Mark Laird @MarkTheLaird]

@optionscjp Nearly 6 figures. Horrific.

[Mark Laird @MarkTheLaird]

Nibbled more $AAOI today at the lows.

I'll continue to do so where applicable.

I'd love for us to get back to the 150s and below.

I've still got a bit of the position to finish building out.

[Mark Laird @MarkTheLaird]

@NotA_Bull Probably $META or $NVDA.

If I was feeling frisky $AAOI or $LPK.

[Mark Laird @MarkTheLaird]

@napoleon21st Ahh, under that frame I see your point.

I'm hoping we get a heavy dip in $AAOI so I can continue accumulating.

$LPK is super exciting, I just think comparatively more risk but also higher delta potential.

[Mark Laird @MarkTheLaird]

Red day.

Down a full year of private university tuition today.

I'm nibbling some opportunities, but honestly as hot as we've been running it doesn't seem too unhealthy to get a day like this.

It's never fun though.

[Mark Laird @MarkTheLaird]

@DeepValueBagger @pepemoonboy Hubris.

You pinged it on the head with inflated egos.

[Mark Laird @MarkTheLaird]

@DeepValueBagger @banquetsbetter That's what I'm thinking.

I'm starting to lean that way with Nike.

I've never owned it, but people who do look at it because of its brand and "value".

In the age of so many competitors and internet distribution I feel such a moat is pretty weak.

[Mark Laird @MarkTheLaird]

@moninvestor Nibbled more $AAOI.

I'm just sitting pretty with my $IREN stack.

When the next deal happens... Glorious.

[Mark Laird @MarkTheLaird]

I don't know what it says about my nerdiness, but I'm sitting here deriving some alpha from FinX and laughing my ass off half the time about ya'll's hilarious shit posting.

🤣🤣🤣

The internet is undefeated.

[Mark Laird @MarkTheLaird]

I keep nibbling $AAOI.

It's one of those names I keep coming back to.

I believe that although it has run, it is a name we will be wishing we bought at prices like this in the future.

I'd love it to get back to the $150s or lower.

I'd buy heavier if it does.

[Mark Laird @MarkTheLaird]

@cnbean2883 Gotcha, I'll have to see what news drops midway or after then

[Mark Laird @MarkTheLaird]

I can't decide whether to take one massive position or split my capital between $XFAB, $AAOI, $LPKFF.

I like all those names and their catalysts.

Leaning towards $XFAB or $AAOI.

What is everyone's thoughts out of curiosity?

[Mark Laird @MarkTheLaird]

@athuinvests same.

[Mark Laird @MarkTheLaird]

@athuinvests Eyeing it, but wary of the downward pressure at the moment.

Also, very convicted on other names that I want to complete positions in.

[Mark Laird @MarkTheLaird]

Honestly, so impressive and low key I'd definitely check it out.

[Elon Musk @elonmusk]

Iliad (Troy) trailer made by Grok Imagine 1.5, which was just released

[Mark Laird @MarkTheLaird]

@DeepValueBagger @goooonnney Congrats, DVB.

Hopefully, I meet you within this threshold in a few years.

[Mark Laird @MarkTheLaird]

@cnbean2883 Do you know what time? I didn't realize that, I'd love to listen in.

[Mark Laird @MarkTheLaird]

@ParadisLabs I really like $XFAB.

I own a lot of $SIVE and a bit of $AAOI already.

$XFAB looks undervalued and at a pivotal point within EU buildout.

[Mark Laird @MarkTheLaird]

@TLEROY5 @moninvestor No prob, brother.