Here is how I would build a new $10K portfolio!
$OSCR $2,000
$NU $2,000
$DLO $1,500
$SOFI $1,500
$META $1,000
$AMZN $1,000
$GOOGL $1,000
Here is why ๐งต
$ETH to $7,500: The Irreplaceable Engine of Web3
Ethereum consolidation period is ending soon....
Since 2022 Ethereum has just been trading in a range between 800-4880.
$ETH is currently setting up to break out of its channel range and move back to ATHs. If we can break above 2900 then we should start seeing momentum come back into the name and finally break us through ATH to send us to 7500.
Irreplaceable Utility & Real-World Application:
Ethereum enables trustless, programmable applications at scale
BlackRock, JPMorgan, and Visa are building directly on Ethereum
Layer 2s like Arbitrum and Base scale Ethereumโs reach, not replace it
New projects still choose Ethereum first, it's where innovation happens
Future Growth Opportunities
ETH as a yield-bearing, deflationary asset post-merge
Trillions in tokenized real-world assets coming on-chain
AI-native agents will use Ethereum as their financial layer
Ethereum isnโt just another crypto: itโs the foundation of Web3. From DeFi and NFTs to DAOs and tokenized assets, it powers the most valuable parts of the on-chain world. With the deepest network effects, most developers, and over $95B in value secured, Ethereum has cemented itself as the base layer for the decentralized future.
We put a price target of $7,500 by Mid-2025.
Not Financial Advice Just My Opinion!
First company to hit a $1 Trillion market cap - Apple
First company to hit a $2 Trillion market cap - Apple
First company to hit a $3 Trillion market cap - Apple
First company to hit a $4 Trillion market cap - Nvidia
S&P 500 has traded above its upper Bollinger Band for the past 8 days ๐จ The last time it did that was in July 2024 and then $SPY promptly corrected by 10% ๐๐
Thanks for all the suggested business battles - Iโll work on them next week!
Coming up:
โข $HOOD vs $COIN
โข $ASTS vs $RKLB
โข $PANW vs $CRWD
โข $MELI vs $SE
โข $LLY vs $NVO
Any others youโd like me to cover?
Wide-Moat Business Series, No. 6 of 12: $GOOGL
๐น Cloud growth of 28%
๐น $72B in cash (pre-Wiz acquisition)
๐น Reasonably valued
What are your thoughts on $GOOGL?
Mark Zuckerberg currently owns 342,606,985 shares of Meta Platforms $META which last closed trading at $718.60 per share
That means Zuckerberg's Meta shares are worth $246.2 Billion right now up from $42.9B at the start of 2023