Ben - £10K 🇬🇧

Fairly new investor - 21 Years old - £10K portfolio

[Ben - £10K 🇬🇧 @b_cliff79]

Hi I'm Ben. My portfolio currently sits just under £10,000 and growing.

This account is for tracking progress, sharing what I'm learning, and staying accountable to long-term goals.

Follow along for the ride 🚀

#FinTwit #InvestingJourney #UKInvesting

[Ben - £10K 🇬🇧 @b_cliff79]

YOU KNOW WHAT HAPPENS NEXT RIGHT?

[Kalshi Finance @Kalshi_Finance]

JUST IN: US data center construction spending hits a record $75,000,000,000

[Ben - £10K 🇬🇧 @b_cliff79]

Hi I'm Ben. My portfolio currently sits just under £10,000 and growing.

This account is for tracking progress, sharing what I'm learning, and staying accountable to long-term goals.

Follow along for the ride 🚀

#FinTwit #InvestingJourney #UKInvesting

[Ben - £10K 🇬🇧 @b_cliff79]

Anyone playing the Modern Warfare 4 beta this weekend?

#mw4

[Ben - £10K 🇬🇧 @b_cliff79]

Broadcom($AVGO) just guided for 84% revenue growth and the stock still dropped last week. If you’re not confused by this market right now, you’re not paying attention. What am I missing here?

[Ben - £10K 🇬🇧 @b_cliff79]

The common thread: every name here is either building the AI stack or getting paid to power it. Doesn’t mean risk-free — Meta’s cash burn and Broadcom’s competitive noise are real. NFA

[Ben - £10K 🇬🇧 @b_cliff79]

5 stocks I’m watching in the AI infrastructure trade right now. Not advice — just what the numbers are showing 🧵 A Thread:

Nvidia ($NVDA )
Just posted Q2 FY27: revenue of $96.22 billion and adjusted earnings of $2.22 per share, both crushing estimates. Year-over-year revenue growth accelerated to 106%, and Q3 guidance of $108 billion came in above analyst consensus. Jensen isn’t slowing down.

[Ben - £10K 🇬🇧 @b_cliff79]

Broadcom ($AVGO)
Guided Q3 revenue to $29.4 billion, up 84% year over year, and is navigating scrutiny from competitive pressure and heavy debt financing even as its AI growth trajectory stays strong. Custom AI silicon deals with OpenAI and Google keep it central to the buildout story.

[Ben - £10K 🇬🇧 @b_cliff79]

Morning ☕️

Bit of a bumpy week for the portfolio but finished off in the green ✅

Hoping for a good one next week!
But for now I'm going to enjoy my Saturday

Have a good weekend everyone 👋

[Ben - £10K 🇬🇧 @b_cliff79]

What’s one investing ‘rule’ you were taught that turned out to be completely wrong?

[Ben - £10K 🇬🇧 @b_cliff79]

This is my portfolio currently

Made some decent gains since last night

My main growers are:
$MU
$NVDA
$INTC
$SMGB

[Ben - £10K 🇬🇧 @b_cliff79]

Good Morning people

How are your portfolios looking today? 👀

[Ben - £10K 🇬🇧 @b_cliff79]

@Kalshi This market is so dumb

[Ben - £10K 🇬🇧 @b_cliff79]

@2147mill Every time 😭

[Ben - £10K 🇬🇧 @b_cliff79]

$NVDA Earnings:

• Revenue $96.2B vs Est. $91.9B
• EPS $2.22 vs Est. $2.09
• Data Center $89B vs Est. $86B
• Gross Margin 75% vs. Est. 75%

Q3 Guidance
• Revenue $108B vs Est. $104B
• Gross Margin 74% vs. Est. 75%

Jensen Huang: “AI has reached its inflection point.”

Safe to say they delivered 😅

Onwards and upwards
NFA

[Ben - £10K 🇬🇧 @b_cliff79]

Good Morning ☕️

How We feeling for $NVDA results today?

[Ben - £10K 🇬🇧 @b_cliff79]

Nobody explained ISAs to me properly when I started, so here's the 60-second version 🧵

A Stocks & Shares ISA is just a tax wrapper. You put money in, invest it in the market as normal, and any growth or dividends are 100% tax-free. No capital gains tax, no dividend tax.

The catch: there's an annual allowance. For 2026/27 it's £20,000. Use it or lose it — the allowance doesn't roll over into next year.

Cash ISA vs Stocks & Shares ISA: cash is safer short-term, but over the long run the stock market has historically outpaced cash savings by a wide margin. If you won't need the money for 5+ years, S&S usually wins.

You can hold pretty much anything in one — individual shares, ETFs, index funds. Most beginners start with a simple global index fund rather than picking single stocks.

The real lesson: it's not about timing the market perfectly. It's about using the tax wrapper you're entitled to, consistently, over years.

I'm just sharing what I've learned building my own portfolio — NFA

[NoLimit @NoLimitGains]

The weird thing about money targets is the number never actually matters.

You hit it and want the next one before you’ve even enjoyed it.