@mikealfred Yeah adds some fun I guess. It is kind of boring just holding CIFR IREN and WULF. Made only one trade in 2025 and none in 2026 so far but YTD at 76% so boring but rewarding. Thank you for the time spent on X. You don’t need to do it but you do, and it’s much appreciated. Thx.
@mikealfred Do you feel that you are diversifying too much and moving out of the category of concentrated value investor. At what point do you feel that you are already too thin with too many investment theses to follow?
@ianbremmer I think this is a category error. Are you an AI doomer? Love your content, I haven’t seen you post much regarding AI or maybe I’ve missed it. Do you have a geo political position on AI or is this more of a personal tweet like the moose tweets?