Olivia
Online
Tech Equity Engineer
@TechEquityEng
Fortune-500 Engineer managing $1M+ 📈I break down moats so you can invest in tech without hype🤖Follow my journey to a multi-million dollar portfolio 💵
Silicon Valley
Joined July 2023
208 Following
1.1K Followers
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1,000 followers. Thank you to everyone for following along on my journey to a multi-million dollar portfolio.
I started this account to share real observations from a decade working inside Fortune 500 tech companies alongside my graduate background in AI.
As promised, here is my updated high-conviction personal portfolio layout (excludes retirement accounts all in S&P 500 ETFs):
$UBER (20%) 🚗🍲
Dominating the global mobility and delivery layer. The compounding network effects across rideshare and logistics create an unmatched moat as autonomous integration accelerates.
$AUR (20%) 🚛
The frontrunner in autonomous freight. Their L4 platform is complete and they are actively scaling commercial truck fleets ($1T TAM) on the road this year.
$MU / $DRAM (30%) 🧠
Hardware infrastructure is the foundational bottleneck of this Ai tech cycle. Memory demand is compounding rapidly.
$RDDT (10%) 📜💬
Massive user engagement paired with a highly capital-efficient business model. It is rapidly turning into a dominant platform for authentic attention, and Reddit's data will be the "oil" for the Ai era.
Other (20%) 💡
Tactical allocations with $IREN making up a decent chunk.
I am pinning this here to track the progress openly over the coming quarters. If you want to track the intersection of AI, tech infrastructure, and market realities, hit follow and let's build wealth together.
-T.E.E.
@ZaStocks Completely agree. The AMA gave us a ton of bullish clues and positive catalysts coming up for $RDDT. In regards to Anthropic, I wrote an article the other day on it: https://t.co/SBuqfQuadd
https://t.co/iH7OlCjrrU
Just like how electric companies are utilities to power Ai datacenters, what I mean is that $RDDT is clearly a valuable source of “oil” for Ai models via their proprietary and constantly updating data. In terms of specifics, I’m certainly going to be wrong on things like revenues and ROI, but we can simply read Huffman’s message and deduce that big things are coming within the next 12 months.
$RDDT CEO Steve Huffman had a fascinating AMA yesterday.
One comment really stood out.
Reddit has spent the last two years learning what its data is worth in the AI ecosystem. Now they’re thinking beyond simple licensing deals and toward deeper product partnerships.
The market still views Reddit primarily as an advertising business.
I think that’s going to change.
Reddit sits on one of the largest collections of real human conversations on the internet, and AI models need fresh, constantly updating information more than ever.
My view remains the same: a major rerating is coming as investors begin to see Reddit as an AI utility business, not just a social media platform.
2027 could look very different for $RDDT, and I believe it’s one of the most undervalued names in the market right now.
-T.E.E.
@YodaStockInvest Agreed… 5 is simply not enough, At least 10 times per day is more healthy.
@aleabitoreddit $RDDT is such an obvious investment. There was so much doom and gloom just two weeks ago 😆. I see ac massive rerating by next year as the market recognizes it as an Ai beneficiary.
@BlackPantherCap I think a lot of retail got scared cause of Serenity, so less upward pricing momentum on that front. I’m a big believer though. $IREN is a no brainer investment.
@ryan02ryan02 Awesome find! Glad they making good progress in Bay Area.
Despite $UBER’s stock going sideways, I think the market is still missing the bigger story.
Uber has built one of the best ways to invest in autonomous vehicles.
Instead of betting everything on a single AV company, Uber has positioned itself alongside many of the leading players across the industry.
The confirmation that Uber made a $500M investment in Nuro is the latest example. By investing in $UBER, I get exposure to their investments in all the leading AV startups.
Every new partnership expands Uber’s exposure to the future of transportation while keeping its core rides and delivery business intact.
If autonomous vehicles become as large as I think they will, Uber doesn’t need to pick the winner.
It just needs to be the platform they all want to use.
-T.E.E.
THE ROBOTAXI MONEY KEEPS GETTING BIGGER
Uber, $UBER, has committed almost $500 million to self-driving startup Nuro, far more than was previously reported, as per Reuters.
The breakdown:
- Participation in a $203M Nuro round at a $6B valuation
- An unreported follow-on investment significantly larger than the first
- Milestone-tied funding for driverless testing and commercial launch
Some milestones have already been hit. Funds have started flowing.
The remaining money is gated to:
- Driverless testing, planned for later this year
- Carrying passengers without a driver, expected by year end
- Commercial ramp in 2027
This is part of a three-way partnership with Lucid, $LCID, to deploy 35,000 robotaxis using Lucid Gravity SUVs and Nuro's tech on Uber's platform.
@SerfCapital Correct. $UBER is also fairly resilient to recessions and global conflicts as well.
Nuro's system is designed to work on any vehicle in theory, so they can definitely go into trucking. But robotaxi and sidewalk delivery is what I expect Nuro to continue focusing on for the next 5 years. The market for robotaxi is huge. Most companies aren't focusing on autonomous trucks and robotaxi simultaneously. This is exactly why Waymo exited trucking so they have more focus.
$AUR has a huge technological moat in my opinion that others can't match right now, both in hardware (proprietary lidar that can see 30 seconds ahead of the truck), and software (their simulation and verifiable Ai system).
Reddit is deploying incredibly strict backend infrastructure to handle this exact issue. Their updated API walls and account verification protocols are designed to detect and block automated behavior before it compromises the network.
When it comes to the rise of AI slop, Reddit has a massive historical advantage. Their entire ecosystem was built from day one to survive waves of coordinated spam, karma farming, and human slop. The engineering team and the community moderation layers have spent over a decade perfecting the exact playbook needed to filter out low quality noise, making automated bot waves just a new variation of a problem they already know how to solve at scale.
Personally I am not worried.
https://t.co/iH7OlCjrrU
@aurora_inno Very impressive! The reaction was very smooth and safe.
@TheFoxRadar @ken_trails whole market down. $AUR is more volatile so it tends to jump up and down in larger percentages.
@HalalSN Thanks! Wishing you the best in these investments. I agree with what you said as well.
1,000 followers. Thank you to everyone for following along on my journey to a multi-million dollar portfolio.
I started this account to share real observations from a decade working inside Fortune 500 tech companies alongside my graduate background in AI.
As promised, here is my updated high-conviction personal portfolio layout (excludes retirement accounts all in S&P 500 ETFs):
$UBER (20%) 🚗🍲
Dominating the global mobility and delivery layer. The compounding network effects across rideshare and logistics create an unmatched moat as autonomous integration accelerates.
$AUR (20%) 🚛
The frontrunner in autonomous freight. Their L4 platform is complete and they are actively scaling commercial truck fleets ($1T TAM) on the road this year.
$MU / $DRAM (30%) 🧠
Hardware infrastructure is the foundational bottleneck of this Ai tech cycle. Memory demand is compounding rapidly.
$RDDT (10%) 📜💬
Massive user engagement paired with a highly capital-efficient business model. It is rapidly turning into a dominant platform for authentic attention, and Reddit's data will be the "oil" for the Ai era.
Other (20%) 💡
Tactical allocations with $IREN making up a decent chunk.
I am pinning this here to track the progress openly over the coming quarters. If you want to track the intersection of AI, tech infrastructure, and market realities, hit follow and let's build wealth together.
-T.E.E.
@yeshuaige9988 Yup, holding many years for this name!
Why do I get anons on X doubting $AUR?
Management is so transparent on their roadmap, and you can literally watch their trucks running everyday on Youtube. No other AV company does this.
The crazy thing is, even after 100% run up this year, I am quite confident the share price is going to double yet again by 2027 as they ramp up to thousands of trucks and announce new partnerships and lanes.
Not financial advice, just my thoughts on long term holdings with huge potential.
-T.E.E.
Aurora’s autonomous truck is out on the road. You’re invited to witness autonomy in action.
🕐 Live | 1PM–5PM CT
📍Featured Routes: Rotating daily
Also streaming on YouTube Mon-Fri | 8AM-5PM CT
https://t.co/YVdrcotwrC" https://t.co/2lwfutqUS6
@bmkhawk @WisemanCap they definitely could. The renewal is in 2027 based on current contracts. But if they do exclusive it would have to be on the $1B+ range.
@YodaStockInvest Agreed on $META. I finally started my first position ever in it last week, and adding slowly on all the dips.
@jukan05 Deserves it. Until $TSLA solves robotaxi, they will be indefinitely stagnant in valuation.
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