Jonathan

Brand director / culture meets brand / future retail now 🇿🇦 🇩🇪 🇳🇱

[Jonathan @findjonhere]

@fivepointscap Jensen has a knack for jumping to new trends to sustain momentum, I invest in his leadership just as much as the product

[Jonathan @findjonhere]

@FIREDUpWealth Eric … $AMD , would you take a bit off the table here?

[Jonathan @findjonhere]

@dannycheng2022 Danny, would you take some off the table in $AMD?

[Jonathan @findjonhere]

@cperruna Better framed @cperruna why is $AMD not in your core portfolio ?

[Jonathan @findjonhere]

@cperruna Even long term hold (7 years) or just ride it out ? Always curious of your thoughts here as you have your core portfolio that you hold LT but hold shorter in other portfolio?

[Jonathan @findjonhere]

@amitisinvesting Beastmode 💪

[Jonathan @findjonhere]

@FIREDUpWealth What an absolute beast of a business 👊👊👊👊

[Jonathan @findjonhere]

@Ajarncom Glad you found the magic ✌️

[Jonathan @findjonhere]

@nivi Totally

[Jonathan @findjonhere]

@dannycheng2022 First 3 with #1 having grown wild over the last 10 years… I never trimmed. Risky but beneficial. AMD feels like a stretched but I still hold 😬

[Jonathan @findjonhere]

@JonahLupton Never count them out! Worked at HQ for years ….. they lost their way and will learn from mistakes 💯
Is this the bottom ? Gotta be close to it!

[Jonathan @findjonhere]

@adamkhootrader Exactly the same for me !

90 days ago, Claude 4.6 , sell AMD 😂

[Jonathan @findjonhere]

@FIREDUpWealth Profitability + some some noteworthy industry sells. Always hard as Meli feels “far away” to someone like $AMZN who you can touch and feel everyday

[Jonathan @findjonhere]

@FIREDUpWealth Trimming some $NVDA house shares … feels wrong 😬😬😬

[Jonathan @findjonhere]

@cperruna If you had owned this for several years and didn’t believe in timing markets (purely because of time and expertise) you would still sell?

[Jonathan @findjonhere]

@MarioNawfal I thought you said .. repeat. THE WAR IS OVER ???

[Jonathan @findjonhere]

@FIREDUpWealth Thinking of trimming $AMD snd might trim $NVDA if it pumps before earnings 😬😬 only reason is portfolio management, just got crazy over 12 years!

[Jonathan @findjonhere]

@FIREDUpWealth Waiting for more $LLY 😎

[Marcos Milla @MarcosMillaYT]

This is why you need $100,000 in $VOO S&P 500 as fast as possible…

“People are going to have better lives, better retirement, their kids will inherit more money” - Warren Buffett