Dave.

Millennial in Finance | MBA | Irrationally enthusiastic about residential real estate investing | Enjoyer of high beta tech companies | Meme procurer

[Dave. @MoneyCommentary]

Net Worth updates - August 1, 2026

We've reached $394,111 (+31.5% YoY)

This comes after a brief pullback in the month of May & a fairly stagnant June, both as a result of legal expenses (wife immigration process) and home improvement expenses

I'm looking forward to August being a more normalized month (hopefully) in terms of expenses so that I can put some extra cash towards the student loan payments & our emergency fund

Hoping we will see $400k+ by the end of the month!

[Dave. @MoneyCommentary]

Net Worth Tracker updated for April 2026

May 1st, 2026 Net Worth = $369,670

MoM increase = +$22,382 🤯 (largest positive change since Nov 2024)

YoY increase = +$121,648

- Debt levels remained nearly unchanged but assets increased significantly

- Most asset increases were investment accounts, predominantly the Roth IRA which benefited from appreciation + 2025 contributions

- Home values in the Providence area remained fairly steady, so insignificant changes to the rental property values

May 2026 is going to be filled with a lot of maintenance expenses and CapEx improvements for the rental properties, so I don't expect to see much improvement on paper... But we will see!

[Dave. @MoneyCommentary]

Current portfolio set-up. Striking a balance between boring active & passive funds, and individual stock picking.

Still heavy on the semiconductor/AI-infrastructure trade but trying to keep the individual stocks <50% of the portfolio.

$INTC $HOOD $META $CRWV $IREN $GEV are my largest individual positions.

[Dave. @MoneyCommentary]

Might need to take out a loan to buy more $IREN &amp; $CRWV after this one

[Dave. @MoneyCommentary]

Grabbed more $IREN at $40.39

Didn't want to double up my LEAPS position right before earnings so I just went with shares.

[Dave. @MoneyCommentary]

Finally out of $CMG

My July $37.50’s expired out of the money, and last week I had another $37.50 call expire just out of the money.

About $200 of premium collected between the two contracts.

Today we gapped up, so I took the opportunity to close out the $CMG shares at $37.91 instead of playing around with more covered calls.

After collecting premiums & holding for over a year, I’ve probably just about broken even on this trade 😅

[Dave. @MoneyCommentary]

$CMG we are so back 🌯 🔥

(Covered calls at $37.50 expiring this Friday)

[Dave. @MoneyCommentary]

Light $CRWV add here at $84.40

Probably won't touch it for a while below this price level 😬

[Dave. @MoneyCommentary]

Close to adding to $CRWV? 🤔

They have a massive backlog against a GPU-constrained market, trading at a valuation discount to neocloud peers, and has seen expanding contracts, financing, and diversification beyond hyperscaler dependence

I feel like around $85, the juice is worth the squeeze...

[Dave. @MoneyCommentary]

Grabbed more $IREN at $40.39

Didn't want to double up my LEAPS position right before earnings so I just went with shares.

[Dave. @MoneyCommentary]

Got caught up at work and missed $IREN just a hair below $40 🤦🏼‍♂️

Was looking to double up my LEAPS position by rolling some $$$ out of my $IGF allocation.

[Dave. @MoneyCommentary]

Added a share of $GEV at $935.66

Structural tailwinds + I like this price level for a near term bounce

[Dave. @MoneyCommentary]

This stat makes me want to double my $GEV position

[Dave. @MoneyCommentary]

@TheDrugMoney When you start dating you pay. When you’re married everything is combined.

[Dave. @MoneyCommentary]

@HodlTarzan @unusual_whales Exactly

[Dave. @MoneyCommentary]

@KobeissiLetter Build baby, build

[Dave. @MoneyCommentary]

@Jamesboening 👀

[Dave. @MoneyCommentary]

Futures in a few hours

[Kalshi Finance @Kalshi_Finance]

JUST IN: Strait of Hormuz traffic reportedly explodes nearly 400%

[Dave. @MoneyCommentary]

How fast are you hammering accept on a Tet McMillan for Ashton Jeanty offer before the official injury report drops 👀

[Dave. @MoneyCommentary]

Trying to keep a poker face while the group chat is roasting me for losing Ashton Jeanty after losing Malik Nabers last year 😐

[Dave. @MoneyCommentary]

Trying to keep a poker face while the group chat is roasting me for losing Ashton Jeanty after losing Malik Nabers last year 😐

[Ryan McFadden @ryanmcfadden_]

#Raiders running back Ashton Jeanty left practice early after suffering an apparent knee injury.

During the team period, he was diving for a catch and landed awkwardly. He was helped off the field by trainers and couldn’t put any pressure on his right leg.

Entire team took a knee and said a prayer.

[Dave. @MoneyCommentary]

@unusual_whales Those $NBIS gains hitting gramma’s account different

[Dave. @MoneyCommentary]

This stat makes me want to double my $GEV position

[The Kobeissi Letter @KobeissiLetter]

We don't have enough power.

AI chip-driven electricity demand is projected to surge to a record ~315 gigawatts globally by 2033.

That would represent an increase of more than +1,100% since 2025.

The US is expected to account for ~64% of this new AI electricity demand, or ~200 GW.

Meanwhile, AI data centers are also putting huge strain on power infrastructure.

During model training, hundreds of thousands of GPUs can power up and down simultaneously, causing electricity usage to spike as much as 50% above design capacity.

These sharp power swings can accelerate wear on batteries, generators, cooling systems, and other critical infrastructure, increasing maintenance and replacement costs.

We need new energy infrastructure.

[Dave. @MoneyCommentary]

“Automatically replicate stock indexes” is a wild excuse

[Evan @StockMKTNewz]

The White House said that the President

has no role in the trading, which it said is handled by independent managers that use computer models that automatically replicate stock indexes - WSJ

[Dave. @MoneyCommentary]

@unusual_whales The average financial services industry employee faces regulations far more intense than any politician

[Dave. @MoneyCommentary]

@Mr_Derivatives Guac is extra? Doesn’t matter. I am wealth. 🥑

[Dave. @MoneyCommentary]

@StockSavvyShay Burry him