Slava | $10k to $100k

20yo | Building concentrated portfolio for 30+ yr horizon $META $AMZN $GOOGL $CEG $V $UBER
| Real thesis, real mistakes
Documenting $0 → $100k journey

[Slava | $10k to $100k @cislaliv2000]

🚨 NEW ALL-IN FLIP: $NVTS

I’m putting the entire Flip account into Navitas Semiconductor.

Why?

The AI trade is moving beyond GPUs.

Data centers need a completely new power architecture, and 800V power is one of the biggest transitions I’m watching.

My thesis:

→ NVIDIA is pushing the industry toward 800V
→ $NVTS is directly exposed to that transition
→ Claros adds vertical power delivery + integrated voltage regulation
→ AI data-center design wins are already ramping
→ And I’m entering near support instead of chasing momentum
The risk?
800V is still largely a 2027 story. I’m early, and I need the market to start confirming the thesis.
So this is NOT a long-term core position.
It’s a speculative Flip with a very simple setup:

AI power thesis intact = I stay in.
Thesis/momentum breaks = I’m out.

Let’s see if $NVTS can turn ~$200 into the next step toward $1,000. 👀

[Slava | $10k to $100k @cislaliv2000]

I’m starting a new challenge:

$200 → $1,000 ALL-IN Portfolio.

A tiny account. Aggressive bets. Everything tracked publicly.

The rules:

• Starting capital: $200
• Goal: $1,000
• Maximum 2 holdings at once
• No additional deposits
• Every buy & sell posted live on X
• Realized + unrealized P&L tracked
• Regular Blossom portfolio updates
• Wins AND losses stay public
This is NOT my main long-term portfolio.
This is a separate high-risk experiment where I’m allowing myself to make concentrated, short-term bets and see how far I can take a small account.
Current portfolio:
$213.07
$VCX — 56.3%
$NBIZ — 43.7%
I’ll post the thesis behind both positions next.
Goal:

$200 → $1,000.

No hiding bad trades. No adding extra cash.

Let’s see how this goes. 👀

[Slava | $10k to $100k @cislaliv2000]

@DudeWhoInvests Right now thinking about putting my money in $iren

https://t.co/W6pz5CzEdO

[Slava | $10k to $100k @cislaliv2000]

$NBIS vs $IREN

I think $NBIS is the better company.

But at today’s prices, I’d rather start accumulating $IREN.

That sounds contradictory.

It isn’t.

NBIS has the better AI cloud business.

IREN has the better risk/reward.

Here’s why: 🧵

Not a position yet — $IREN is currently on my long-term watchlist.

[Franklin407 @wealthyfranklin]

$META under $600 and people are still waiting.

The bearish FTC lawsuit, is basically gone. What was once seen as a trillion dollar risk is now a $16B settlement.

Now the only thing people fear is capex. Feels like one of the clearest buys in the market!

[Slava | $10k to $100k @cislaliv2000]

@StokPix Which one is it for you?

[Slava | $10k to $100k @cislaliv2000]

If choosing ONE stock for the next decade, my pick is $AMZN.

Absolute monster, crazy accelerating growth, and business diversification!

WHAT’S YOU PICK?

$GOOGL
$META
$AMZN
$NVDA
$MSFT
$TSLA
$AAPL

[Ellis Invests @EllisInvest]

ONE STOCK. 10 YEARS. NO SELLING.

Which are you choosing?

$NVDA
$AMZN
$MSFT
$GOOGL

YOU CAN ONLY PICK ONE.

[Slava | $10k to $100k @cislaliv2000]

@yactaw24603 True. Could not agree more with you!

[Slava | $10k to $100k @cislaliv2000]

@TeakwoodnOak Love it. Thats my third largest individual position after $amzn and $googl

[Slava | $10k to $100k @cislaliv2000]

You can own ONE stock for the next 10 years.

No selling.
No switching.

What are you buying?

[Slava | $10k to $100k @cislaliv2000]

@yactaw24603 True, investing in the market is definitely saves you from volatility

[Slava | $10k to $100k @cislaliv2000]

@iinvest1211 Nice choice. Love it. $meta is my third largest individual position

[Slava | $10k to $100k @cislaliv2000]

@cutehorse999 Nice choice

[Slava | $10k to $100k @cislaliv2000]

@Wealthonomic Solid choice. Can’t argue with that!

[Slava | $10k to $100k @cislaliv2000]

@MuffinsNsuch Thanks 🙏🏼

[Slava | $10k to $100k @cislaliv2000]

HOW DO YOU CALL THIS GRAPH? 😂

My impressions have been falling for 3 days straight.

P.S. Don’t feel sorry for me. The reason is in the second screenshot.

Turns out posting less = getting fewer impressions. Who would’ve thought? 😭

[Slava | $10k to $100k @cislaliv2000]

Today is a record impressions day

CONGRATS IN THE COMMENTS 😊

[Slava | $10k to $100k @cislaliv2000]

@XReferrals That’s the point. I broke it down in this thread

[Slava | $10k to $100k @cislaliv2000]

$NBIS vs $IREN

I think $NBIS is the better company.

But at today’s prices, I’d rather start accumulating $IREN.

That sounds contradictory.

It isn’t.

NBIS has the better AI cloud business.

IREN has the better risk/reward.

Here’s why: 🧵

Not a position yet — $IREN is currently on my long-term watchlist.

[Slava | $10k to $100k @cislaliv2000]

@GavinDa83072875 So $VOO?

[Slava | $10k to $100k @cislaliv2000]

Market FELL. Thats the reason to BUY!

What stocks are you buying on a dip?

[Kalshi Finance @Kalshi_Finance]

Happy Monday.

[Slava | $10k to $100k @cislaliv2000]

So today my ranking is:

🥇 $IREN
🥈 $NBIS

Not because IREN is the better company.

Because I think it offers the better risk/reward and upside asymmetry from today’s valuation.

NBIS at ~$57B already needs to become enormous to deliver another 5×.

IREN at ~$13B has a much lower hurdle.

But that comes with significantly higher execution risk.

So I’m not looking to build a huge position immediately.

I’m considering starting small and accumulating $IREN over time as the AI-cloud thesis proves itself.

If $NBIS gets significantly cheaper, I’d happily revisit the comparison.

[Slava | $10k to $100k @cislaliv2000]

First, I’ll give $NBIS the win on business quality.

Nebius is already building a real full-stack AI platform:

Data centers
↓
GPUs + networking
↓
Cloud
↓
Software
↓
Managed AI infrastructure

$IREN started much lower in the stack:

power → data centers → Bitcoin mining

And is now moving toward:

power → data centers → GPUs → AI cloud

So if valuation didn’t exist?

I’d probably choose NBIS.

[Slava | $10k to $100k @cislaliv2000]

The part of $IREN that interests me most isn’t Bitcoin.

It’s POWER.

IREN controls a 5GW+ data-center development pipeline.

In the AI buildout, GPUs can be bought.

But power, grid connections, substations, land and cooling are much harder to replicate.

And IREN is moving vertically:

LAND
↓
POWER
↓
DATA CENTER
↓
GPU
↓
AI CLOUD
↓
SOFTWARE

There is one huge caveat:

IREN talks about roughly $4B of contracted ARR, while only around $1B is currently operating.

The thesis depends on management successfully closing that gap.

[Slava | $10k to $100k @cislaliv2000]

First, I’ll give $NBIS the win on business quality.

Nebius is already building a real full-stack AI platform:

Data centers
↓
GPUs + networking
↓
Cloud
↓
Software
↓
Managed AI infrastructure

$IREN started much lower in the stack:

power → data centers → Bitcoin mining

And is now moving toward:

power → data centers → GPUs → AI cloud

So if valuation didn’t exist?

I’d probably choose NBIS.

[Slava | $10k to $100k @cislaliv2000]

@Willto1mill Yoooo
Congrats 🙌🏼

[Slava | $10k to $100k @cislaliv2000]

I am relatively new to investing, I have a bit more than a year of experience. Started with 50/50 portfolio (ETFs/indiv.stocks) right now it’s 30/70, and I feel like with more experience and time in the market, this ratio will improve in favor of individual companies, keeping a concentrated portfolio.