Nathan

My Financial Journal. Not Financial Advice. Create Your Standard And Own It.

[Nathan @InvestsBig]

I created this account to document my personal investing journey — the wins, the losses, and everything I learn in between.

I’m not here to sell a course or chase hype. My goal is simple:
Share real experiences from building wealth through disciplined investing.

[Nathan @InvestsBig]

Current top 5 are:

1. $AMZN
2. $HIMS
3. $ETH
4. $GRRR
5. $ZETA

[Nathan @InvestsBig]

I love reading about everyone’s convictions. It’s a unique part of the game that hasn’t always been the case. As much as I want to play and be a part of the conversation, I have fully rotated my portfolio to Fidelity managed index funds, and I am letting them manage the funds.

[Nathan @InvestsBig]

I do have a personal fund that I manage myself - well at least half of it. The other half is managed by Claude, which is doing very well, 16% YTD. I’m just in a season of life where I can’t spend the time doing good research.

[Nathan @InvestsBig]

we have a fed interest rate decision this evening

[Nathan @InvestsBig]

GAETHJE OH MY GOD

[Nathan @InvestsBig]

The fact that someone named “Latina” just lost 500k betting on Pereira to beat Gane is FUCKING MIND BOGGLING

[Nathan @InvestsBig]

Major milestone today. Seeing this breaks so many mental barriers and psychological hurdles. #FIRE

[Nathan @InvestsBig]

The month of fucking June. Who created this shit!

[Nathan @InvestsBig]

This week the market can crash the way Michael Burry needs it to, and as long it’s before Friday - ICEMAN will carry the torch for the rest of 2026.

[Nathan @InvestsBig]

And because $BN is the middle man for lease agreements with AAA-rated companies who are opening these $50+ billion dollar data centers.

[Nathan @InvestsBig]

My mind can not comprehend the thought of “high functioning depression” being a reality for some - including myself. Every day I meet myself in the mirror and feel the same way I did before. There’s escapes to break away from these feelings, but as soon as they conclude. I’m back

[Nathan @InvestsBig]

When I get into this what feels like an endless loop I get reckless with my finances. Every single time.

i.e. I just dumped $10,000 into $BN pre earnings.

Why?

Because I don’t fucking care anymore.

[CapexAndChill @CapexAndChill]

$BN sits on a massive secular tailwind right now. The global economy is rewiring itself. We are moving away from building basic roads and railways to building AI factories, data centers, and fiber networks. Bruce Flatt estimates this transition requires $10T in capital over the next decade. The demand is so high that there is a physical shortage of power, computing capacity, and semiconductor chips. This is a massive physical infrastructure buildout. Flatt notes that 50% of the private assets Brookfield owns today did not even exist as investable assets 15 years ago, and he expects that number to hit 75% in the near future.

This shift creates a unique structural advantage for Brookfield. Historically, mega-cap tech companies paid for their own data centers in cash. However, Larry Fink points out that owning these physical assets drags down tech companies' equity returns. Now, these tech giants want to partner with firms like Brookfield. Brookfield builds and owns the massive data centers, and the tech giants sign 15 to 20-year leases. This gives Brookfield guaranteed, long-term cash flow backed by AAA-rated companies.

Brookfield also has an impenetrable moat due to the sheer scale of these projects. The cost to build modern AI infrastructure has priced out almost everyone else. Fink claims that building a gigawatt data center now costs between $50B and $75 B.

Regardless of the exact math, the barrier to entry is massive. Governments cannot afford it, and small firms cannot compete. This creates a K-shaped economy where massive capital allocators like Brookfield take all the market share.

[Nathan @InvestsBig]

@romanchernin Never trust a Jew! This ER report will be a double miss!

[Nathan @InvestsBig]

When Trump tells you to buy in - you just buy in. $DELL

[Nathan @InvestsBig]

The market for both $ADA and $SOL are nearly identical in terms of their charts. Can anyone explain this?

[Nick shirley @nickshirleyy]

🚨 Here is the full 40 minutes of my crew and I exposing California fraud, Minnesota was big but California is even bigger... We uncovered over $170,000,000 in fraud as these fraudsters live in luxury with no consequences. Like it and share it, the fraud must STOP.

We ALL work way too hard and pay too much in taxes for this to be happening. These fraudsters have been able to defraud American taxpayers for years without any pushback from the public and politicians.

It is time to EXPOSE IT ALL and end America's fraud crisis.

[Andrew Tate @Cobratate]

ALL YOUR INVESTMENTS WILL FAIL

[Uzi @UziCryptoo]

I genuinely feel sad that current 20 something's missed the era of $500 rent, $3 happy hour, 5 bags of groceries for under $100, multiple job offers immediately after applying, and going out to party without social media apps at your fingertips. IT WAS A TIME.