Jon

tech sales / investing / fitness

[Jon @jonnym36]

@MrBeast 17,588

[Jon @jonnym36]

@jrouldz Agreed - was super excited to build a $CRCL position as my crypto proxy + stablecoin growth but $OUSD has has my second guessing as well.

[Jon @jonnym36]

@saas_seller Completely agree. Need to earn the right and give-get a bit vs throwing an arsenal of questions during the first call

[Jon @jonnym36]

@soulbiri1 I was thinking the same, but found out that Coinbase, Visa, Blackrock etc just launched their own stablecoin called OPEN USD. Makes me a bit concerned big players will use that instead of USDC

[Jon @jonnym36]

@soulbiri1 Have been loading the boat on Amazon personally and great to see the thesis confirmed by serenity too.. Amazon and Nebius for the win

[Jon @jonnym36]

@deritery1 Honestly love that frame. Going to try to implement that mindset more

[Jon @jonnym36]

@EndicottInvests That LP snapshot is my fav part of CHI

[Jon @jonnym36]

@pepemoonboy @aleabitoreddit Nebius is a monster and my #1 position! Curious - is $META your biggest?

[Jon @jonnym36]

@aleabitoreddit @soulbiri1 Still made a nice bag off ALAB from you and an even bigger one (that I’m holding for a long time) with Weebius.

Curious, whats your view on Nebius over the coming years - still a high conviction hold? @aleabitoreddit

[Jon @jonnym36]

@pipelineclub100 @pipelineclub100

For ent prize deals when you are speaking with a non decision maker - what do you say to justify not sharing pricing with non decision makers?

[Jon @jonnym36]

@MB_Hogan @MMatters22596 Great to hear my man. We ride together - appreciate all the deep dives, you’re the best

[Jon @jonnym36]

@champtgram Quantum is a legit threat to Bitcoin though (as someone who held comfy through past cycles)

If something similar to the exploit of Zcash is possible that makes me slightly less comfy holding Bitcoin vs before quantum was a threat.

Still will be buying the dip, just not as heavy

[Jon @jonnym36]

@saleskhalifa @PrivateMDhealth Same here. Did this via function health and it was great.

Important to do in 20s too so you have biomarkers to reference / when you’re healthy / in peak shape

[Jon @jonnym36]

@MB_Hogan @MMatters22596 How are you playing this - did you take any profit off the table or is this strictly a long term hold for you?

Been in since the 90’s and have loved your research + would love to hear your take

[Jon @jonnym36]

@babyfolio @DeepValueBagger Thanks. Excited to see how it plays out. It’s been my biggest single stock holding since it was at $90. Holding strong thinking long term, but that hurdle has been poking at me mentally

[Jon @jonnym36]

@babyfolio @DeepValueBagger I’m heavy in NBIS too. From here, would you both imagine it’s hard to justify NBIS having a way higher market cap than Coreweave given Coreweaves current and future revenue is stronger + backlog.

Or do you think having the best team, financing and subsidiaries warrants premium

[Jon @jonnym36]

@babyfolio Not gonna lie.. I’m a huge NBIS bull but even I thought you were crazy with this PT.

Turns out.. not too crazy

[Jon @jonnym36]

@RKLBMan Yessir

[Jon @jonnym36]

@optionscjp Been trying to compare $OKLO, $XE AND $SMR for my nuclear play.

Maybe move is splitting 50/50 btwn OKLO and XE

[Jon @jonnym36]

@StockSavvyShay @aleabitoreddit another win on top of $NBIS. Appreciate you