Vol on my Desk

Institutional Banker. Gamer. Just interested in high-beta stocks. NFA.

[Vol on my Desk @VolOnMyDesk]

If Leopold’s right (and I think that he is), then AI compute and power will be constrained in order to reach AGI.

I am 99.99% sure that we will see AGI by 2028. Who knows if this will lead to the end of humanity.

BUT it doesn’t mean we can’t profit on betting that we can, in fact, reach AGI.

This is why I bought 1000 shares of $KEEL at $5.12.

This makes up 25% of my portfolio, along with $SIVEF $DRAM $NOW.

My LD would have a heart attack, recover, and have another heart attack if he saw my brokerage.

[Vol on my Desk @VolOnMyDesk]

Atlanta’s traffic should be bombed. Nuke the entire city off the face of this earth.

[Freddy🇩🇪 @FreddyLA7]

Atlanta is so green it’s crazy. It feels like you’re in a forest the whole time.

[Vol on my Desk @VolOnMyDesk]

@JrdnMcFarland @chrishume_ Florida and Texas unite, brother.

[Vol on my Desk @VolOnMyDesk]

@SolutionB2u @pizzaboy This is either troll or you have no idea what Goku stood for lol.

[Vol on my Desk @VolOnMyDesk]

@EliasofIX @AristoAhler Not if that liberty allows unruly and uncivil individuals to cause mayhem on law-abiding citizens and their environment.

[Vol on my Desk @VolOnMyDesk]

@jameshaleinvest $660 to “test” lmfao.

Brother, you cannot be serious.

[Vol on my Desk @VolOnMyDesk]

@BullTradeFinder Jensen touting it is why I bought at $95.

Trump and Politicians and the CEO loading more was a huge plus.

Market is underpricing SaaS due to misconception of AI replacement for it as a whole.

[Vol on my Desk @VolOnMyDesk]

@HolySmokas 30 Shares of $NOW at $95.

I like seeing my brokerage account be a steady green.

[Vol on my Desk @VolOnMyDesk]

Didn’t expect to see the great news on $KEEL after buying my position yesterday.

Sharon, PA data center in-progress and trending on @Stocktwits today.

I can see this being $6 by the end of the month and that’s an easy 20% to my position.

If they keep executing, this will be a parabolic run.

[Vol on my Desk @VolOnMyDesk]

@stalmico @kevinxu Hey bro, the hit box is smaller, okay?

I just use it for PvP purposes, I swear…

[Vol on my Desk @VolOnMyDesk]

These are all undervalued right now, but the most attractive for me is $NOW and $PLTR.

$NOW because Daddy Jensen said all agentic ai will use this as an OS. And Zoolander CEO.

$PLTR because embedded in government and making moves in the private sectors.

Both software plays, undervalued, with growth.

As much as I dislike Palantir (especially after their manifesto), they are a massively influential company and it’s hard to ignore their growth over the next few years.

Also the “group” I can’t talk about that controls everything is part of Palantir.

[Vol on my Desk @VolOnMyDesk]

@asianinvestors Great call my friend 🤟

[Vol on my Desk @VolOnMyDesk]

$KEEL specifically, because of their Scubgrass, PA campus. This is a sleeper, 1.3 GW campus.

Once they lock in a lease (3 signed leases according to @hashoveride) on this campus and start applying the full 1.3GW, a re-rating is inevitable.

And they are retrofitting this campus for $NVDA Vera Rubin. Huge for 2027.

I see an exit in H2 2027 or H1 2028.

NFA

[Vol on my Desk @VolOnMyDesk]

If Leopold’s right (and I think that he is), then AI compute and power will be constrained in order to reach AGI.

I am 99.99% sure that we will see AGI by 2028. Who knows if this will lead to the end of humanity.

BUT it doesn’t mean we can’t profit on betting that we can, in fact, reach AGI.

This is why I bought 1000 shares of $KEEL at $5.12.

This makes up 25% of my portfolio, along with $SIVEF $DRAM $NOW.

My LD would have a heart attack, recover, and have another heart attack if he saw my brokerage.

[Vol on my Desk @VolOnMyDesk]

@ContrarianCurse My current holdings make my Line Director rethink his past 30 years of his financial career.

[Vol on my Desk @VolOnMyDesk]

@Investmentkage If you can’t pay for the car with cash, don’t get it and keep investing until you can.

[Vol on my Desk @VolOnMyDesk]

I grew up playing GTA 5 and for the better part of a decade.

It’s $TTWO crown jewel, and they know exactly how to market it.

Rockstar buying #FiveM was a quiet genius move. In GTA 5, community roleplay servers kept people playing for years. Player retention and Shark card revenue was their model.

Now they own the tech. For GTA 6, fans still build the wild custom worlds, but everything runs official. Rockstar adds a marketplace for premium mods, assets, and server perks — and takes their cut.

This is an anchor in my high beta portfolio.​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​ Market is mispricing and it’s a good entry right now.

NFA

[Vol on my Desk @VolOnMyDesk]

@PalmerLuckey Physical media is precious during these times.