BCM

A Biotech focused investor. Primarily in the Mid-Small Cap space. Not providing Investment Advice.

[BCM @dbuello]

@mikealfred I did the same. Sold my $CLSK to add to $SLNH. Now my third largest holding

[BCM @dbuello]

$SLNH now 19% of the portfolio ($IREN 29%, $CIFR 31%, $KEEL 13%)

[BCM @dbuello]

Couldn’t help it, sold all my $CLSK and rotated into $SLNH. The relative value on a reversal for the sector will see Soluna far exceed Cleanspark. Now down to a 4 stock portfolio, definitely not for the risk averse.

[BCM @dbuello]

Made my final purchase of $SLNH, locked and loaded for the re-rate.

[BCM @dbuello]

Was really hoping to get a lower price addition to my $SLNH position. Oh well, maybe tomorrow 🤞P.S: Soluna could become my largest bet in the sector, currently behind $IREN in 1st, $CIFR in 2nd.

[BCM @dbuello]

@McnallieM @mikealfred @SolunaHoldings Follow the smart money...I did today

[BCM @dbuello]

Added to $SLNH again with more dry powder to deploy if it falls further. I continue to stick with my 5 horsemen: $IREN, $CIFR, $KEEL, $SLNH, $CLSK.

[BCM @dbuello]

👀 ....$IREN

[zerohedge @zerohedge]

*BLACKROCK TO ANNOUNCE HYPERSCALER DATA CENTER DEAL THIS WEEK

[BCM @dbuello]

Pullback in BTC/HPC/AI miners has been unpleasant. But I've taken the opportunity to consolidate into my higher conviction pos: $IREN, $CIFR, $BITF, $CLSK &... $SLNH. Got out of $BTBT & $MARA. $SLNH is the beneficiary of my consolidation. $126m Mcap won't last IMHO

[BCM @dbuello]

$IREN is now comfortably moving in a $10 daily range. Back in May you could have bought it for $5. Crazy how sentiment can change in a sector. I for one, will not pretend that I saw the AI/HPC shift coming or say it was part of my thesis 18 months ago. Most came for $BTC leverage

[BCM @dbuello]

👀👀👀$BITF....

[BCM @dbuello]

I do feel sorry for those that panic sold Friday. Good lessons to learn IMHO. Plenty of credible & rational arguments presented as to why this bull market was over. Was a good test of conviction in what I own: $IREN, $CIFR, $BITF, $CLSK, $MARA, $BTBT. Know what you own and why.

[BCM @dbuello]

@scottmelker Not far behind you on $IREN, all thanks to @mikealfred and your podcast

[BCM @dbuello]

@Schooty3 Haha, yes it’s been awhile. Never left, just been an observer and investor. Re $ETH, I had actually rotated into $SOL before the big run up. Still believe $SOL outperforms ETH, but ETH has the blessing of wall street and will do well.

[BCM @dbuello]

In 2023 I was predominantly a biotech investor, but started to buy the $BTC miners; $MARA, $IREN, $CIFR, $BITF, $BTBT. I now own no biotechs, with $IREN & $CIFR accounting for 70% of the port. I got the thesis wrong with $BTC holders, but happy I own HPC winners

[BCM @dbuello]

Up until a few years ago I was a 100% biotech investor. Sep23 I started dabbling in BTC miners. Portfolio is now 90% miners vs. biotechs. Perfectly happy about this allocation with the tailwinds. $CLSK, $CIFR, $IREN, $BTBT

[BCM @dbuello]

Must be $MATIC $POL turn....

[BCM @dbuello]

For the vast majority, the sooner in your investing journey you have the below revelation, the better off and more successful you will be. 👇🏾

[Jason Ai. Williams 🍎🍎🍎 @GoingParabolic]

Stop pretending you're a Trader just Hold

[BCM @dbuello]

@BenArmstrongsX Everybody?

[BCM @dbuello]

The true flippening is $SUI flippening $SOL. Be positioned for all potential flippenings.

Few.