Jacky fire 2.0

enjoy your life , God always watch u so become the best version of you

[Compounding Quality @QCompounding]

"Nobody buys a farm based on whether they think it’s going to rain next year. They buy because they think it’s a good investment over 10 or 20 years. It's the same with stocks. Think of stocks as a part ownership of a business." - Warren Buffett.

[Compounding Quality @QCompounding]

"Getting to $100,000 is a long struggle for most people. But I would argue that those who make it are helped if they’re passionate about being rational, very eager, opportunistic, and if they steadily underspend their income." - Charlie Munger.

[Leopold Stock Tracker @LeopoldTracker_]

Breaking: Leopold Aschenbrenner holds the record for biggest trading loss of all time, per FT

[Evan @StockMKTNewz]

PETER THIEL'S STOCK PORTFOLIO HAS BEEN UPDATED

This is what Peter Thiel's portfolio of public companies looked like as of the end of Q2

- Amazon $AMZN: 495,000 shares, $118.0M
- Vista Energy $VIST: 1,189,792 shares, $75.9M
- Vistra $VST: 372,755 shares, $59.1M
- FirstEnergy $FE: 839,319 shares, $39.9M
- DTE Energy $DTE: 264,450 shares, $40.3M
- American Electric Power $AEP: 308,617 shares, $42.2M
- CMS Energy $CMS: 517,124 shares, $39.6M
- X-Energy: 200,000 shares, $3.7M

[Compounding Quality @QCompounding]

Warren Buffett: “You Can Be Right… and Still Lose Money.”

[Evan @StockMKTNewz]

JOSH KUSHNER'S THRIVE CAPITAL JUST UPDATED ITS PUBLIC STOCK PORTFOLIO

This is everything Thrive Capital owned as of the end of Q2

- SpaceX $SPCX: 18,914,205 shares, $3.2B (84.83%)
- Amazon $AMZN: 904,038 shares, $215.5M (5.66%)
- Oscar Health $OSCR: 6,343,617 shares, $180.9M (4.75%)
- Shopify $SHOP: 895,817 shares, $102.3M (2.68%)
- Figma $FIG: 4,396,636 shares, $79.5M (2.09%)

THIS IS EVERYTHING THAT CHANGED IN THEIR STOCK PORTFOLIO DURING Q2

New positions this quarter:

- SpaceX $SPCX: 18,914,205 shares, $3,231.7M
- Amazon $AMZN: 904,038 shares, $215.5M

Fully exited:

- Carvana $CVNA: was 226,761 shares, $71.3M
- StubHub $STUB: was 68,745 shares, $0.4M

[Evan @StockMKTNewz]

Billionaire Sergey Brin has now poured over $100 million into his fight to stop a wealth tax in California - Bloomberg

[Compounding Quality @QCompounding]

Charlie Munger Explains Why You Only Need Three Stocks To Get Rich

[Finding Compounders @F_Compounders]

A young Ken Griffin , founder of Citadel

[unusual_whales @unusual_whales]

Nuclear reactors currently under construction by country, per World Nuclear Association:

China: 39
India: 8
Russia: 7
Egypt: 4
Türkiye: 4
South Korea: 4
Bangladesh: 2
Japan: 2
Ukraine: 2
United Kingdom: 2
Argentina: 1
Brazil: 1
Iran: 1
Pakistan: 1
Slovakia: 1
Hungary: 1

[WOLF @WOLF_Financial]

PALANTIR $PLTR CEO ALEX KARP SAID SOMETHING HAS "GONE COMPLETELY WRONG" IN AI, THEN NAMED SAM ALTMAN AND DARIO AMODEI

The obvious read is a rival talking his book. He flipped that on himself first: "against my own interest... I'm profiting from this."

His actual charge is what he says enterprises in this country now believe about the model labs:

"I'm gonna chillax and waste my time with tokens, I'm gonna get no value, and they're gonna get my IP."

What those customers want instead, per Karp: "control over their compute, their models, their data stack, and their alpha... they wanna know they own the means of production."

Then he left one question hanging over the entire token business:

"Let's say I can make you $1 billion tomorrow. Wouldn't I say I'll make you $1 billion and I want 30%? Why are they charging for tokens?"

[Compounding Quality @QCompounding]

Warren Buffett Explains the 2008 Financial Crisis

[Compounding Quality @QCompounding]

Most people try to memorize financial ratios.

The better approach? Understand what each ratio tells you about a business.

Here are some essential financial ratios every investor should know 👇

[Brian Feroldi @BrianFeroldi]

Don't buy individual stocks if you can't stand it when other people don't agree with you.

[Evan @StockMKTNewz]

Here is the history of Anduril's valuation growth

2017: $88M valuation (Seed)
2019: $1.04B (Series B)
2020: $1.92B (Series C)
2021: $4.6B (Series D)
2022: $8.5B (Series E)
2024: $14B (Series F)
2025: $30.5B (Series G)
2026: $61B (Series H)

[Steve Burns @SJosephBurns]

“Market forecasters will fill your ear but never fill your wallet.”

— Warren Buffett

[Reads with Ravi @readswithravi]

“You escape competition through authenticity.”

— Naval Ravikant

[Zen @TeslaZenX]

“I have great respect for anyone who makes useful products or provides useful services to their fellow human beings.”

—Elon Musk

[Evan @StockMKTNewz]

Google has made more than $110 Billion on its investment in SpaceX

Google $GOOGL invested an estimated $900 Million in SpaceX $SPCX more than a decade ago

Google reportedly owns ~4.9% of SpaceX which is currently worth ~$111 Billion

[Evan @StockMKTNewz]

Vanguard is now the biggest ETF issuer in the United States overtaking BlackRock