Duro Forge

28 | Durable personal finance systems, strategy and mindset | NFA

[Duro Forge @duroforge]

If you aren’t tracking your personal finances with a fine tooth comb, you are making a critical mistake.

I’m Duro, I’m 28 years old, I have been investing since 16, and I have been diligently tracking all aspects of my personal finances since I was a sophomore in college.

What may seem tedious to some is table stakes for me.

[Duro Forge @duroforge]

@BourbonCap $AMZN is like its own ETF but with synergies obviously

[Duro Forge @duroforge]

@SiliconSalvage $FIG and $RDDT too

[Duro Forge @duroforge]

@JamesAnderson88 Simple, not easy. Build a system that you can stick to and let it do the work

[Duro Forge @duroforge]

@StockMKTNewz Excited about $AMZN's future autonomous fleet

[Duro Forge @duroforge]

Fascinating and extremely well-communicated breakdown of $SPCX

[Herbert Ong @herbertong]

🚨 SpaceX has released its full IPO roadshow presentation, led by CFO Bret Johnson, the only CFO in the company's history and a 15-year veteran of SpaceX. 👀

The presentation explains how SpaceX evolved from a rocket company into a business spanning Starship, Starlink, Starshield, AI infrastructure, direct-to-device connectivity, and future orbital computing.

One of the biggest takeaways: @SpaceX is no longer selling investors on launches alone. It's making the case that it can become a major player in communications, defense, AI, and space infrastructure.

If you're following the IPO, this presentation is worth watching. 🚀 $SPCX

---------------

00:00 Meet SpaceX CFO
00:45 Historic Space Milestones
01:47 Reusability Lowers Costs
03:11 Elon’s Engineering Algorithm
04:14 Starlink V3 Capacity Leap
07:49 AI Business Launch
10:22 Monetization and Truth Seeking
11:45 Growth Strategy and TAM
13:16 Financial Performance and CapEx
15:45 Why SpaceX Will Win

[Duro Forge @duroforge]

@DeItaone Short term volatility is a sure thing. Long term investors don’t care about that, they’ll care about the literal moonshot opportunities ahead for SpaceX that no other company in the UNIVERSE is equipped to capture

[Duro Forge @duroforge]

Kaz is the anti Fortune 500 career long bureaucrat CEO

[Kaz Nejatian @nejatian]

Just doing the job man. Look. 1) for too long Opendoor has failed to deliver on its core promise and core mission. Therefore, it is reasonable for us to be held to a higher bar than the average company when it comes to "did you do what you said you would do". 2) reason more CEOs don't answer these questions is because most companies are run by bureaucrats whose only incentive is to minimize the risk of anyone being upset at them. These are reasonable questions.

[Duro Forge @duroforge]

@perplexity_ai Perplexity keeps shipping. Lurking in the waters beneath the big fish

[Duro Forge @duroforge]

How bout it @DiligentPlane?!

[Duro Forge @duroforge]

Just started a new investment account which will be funded solely by my $HOOD gold card cash back.

Starting with $FIG

[Duro Forge @duroforge]

@nejatian We got you Kaz!

[Duro Forge @duroforge]

@BlackMambaMilli Simple mindset shift makes all the difference. Pay yourself first I like the way you put that

[Duro Forge @duroforge]

@JuanRodrig07 While I don’t like them having gambling in the same platform as long term investing, this is a good play to be less reliant on Kalshi. Good move $HOOD

[Duro Forge @duroforge]

@vladtenev Global expansion is a highly underrated aspect of $HOOD’s opportunity. One big step in that direction!

[Duro Forge @duroforge]

@IterIntellectus Numbers aren’t real anymore

[Duro Forge @duroforge]

@RihardJarc Great breakdown. I’d imagine it’s some sort of combo of all 3. Either way, it is pretty groundbreaking and potentially another floodgate we didn’t know would or could open

[Duro Forge @duroforge]

@amitisinvesting Imagine if $GOOG unleashed their AI many years ago. They’d have a huge head start. I’m still betting on them long term.

[Duro Forge @duroforge]

Can’t wait to watch this unfold. The most entertaining outcome is the most likely!

[Elon Musk @elonmusk]

@AnfieldNigga @cb_doge You shall see

[Duro Forge @duroforge]

$CRM is such an interesting company from an investor’s perspective. I see both bear and bull cases.

I will say my friend who works there in sales says their whole SDR system is a game where a lot of the metrics are schemed and faked and bent to support quota attainment.

Makes you wonder if even the premier sales tech company is doing that, what sort of confidence can we have in their capital efficieny to acquire customers?

[Duro Forge @duroforge]

@legen_eth What are the biggest risks you see as it relates to changing politicians, policies, and macro environment over the coming years?