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I used to have 3 different apps open just to check my portfolio.
One for the brokerage. One for a spreadsheet. One for dividends I might've missed.
None of it agreed with each other.
Then I found a platform that replaced all three within seconds 🧵
🚨 $NVDA is buying Hugging Face
The deal: ~$11.9B cash to shareholders + up to $1B in retention equity for Hugging Face employees joining Nvidia. The deal is expected to close H1 2027.
Why: Nvidia isn't just selling the shovels anymore, it's buying the mine.
"Buy low, sell high" is the most repeated advice in investing and also the least followed.
It's a simple rule but it feels wrong in the moment, which is exactly why most people can't do it.
Gold is crashing.
Silver is crashing.
Crypto is crashing.
$NVDA is crashing.
S&P500 is crashing.
The dollar is crashing.
Genuinely what should we buy now?
A 1% fee doesn't sound like much.
But over 30 years, it can quietly eat a large chunk of your account.
The costs you don't notice are usually the ones that do the most damage.
The gap between those who bought assets and those that didn’t will be very obvious 10 years from now.
One group will sitting on a portfolio that compounds on itself in the background and have plenty of options.
The other will still be trading time for money.
Billionaires shouldn’t exist? Let’s talk about it…
Here’s what this post leaves out.
Those thousands of people got paid. They chose the job. They could leave if they wanted to. And some of them got equity and became millionaires too.
Can someone explain to me how the Cheesecake Factory $CAKE is up 107% YTD while Nvidia $NVDA, arguably the U.S.’s most important company right now, is up only 17% YTD.
Are we all doing investing completely wrong?
Everyone remembers the crash.
Almost nobody remembers what happened in the three years after it, which is usually when the real money is made.
Fear is loud, but the recovery is quiet.