As of 12/01/2025
$CRWD currently at $509๐๐๐
$AMZN currently at $233 ๐
$AMD currently at $217๐๐๐
$TSLA current at $430๐
$SOFI currently at $29๐๐๐
$META currently at $648 ๐๐๐
$RKLB currently at $42๐๐
I believe in META, AMZN, RKLB in 2026 ๐๐ฝ
I posted this in December 2025!
$CRWD up +100% YTD
More AI /more agents means more cybersecurity needed, it canโt get any simpler then that ๐๐
$CRWD is now top 3 position in my long term portfolio ๐
As of 12/01/2025
$CRWD currently at $509๐๐๐
$AMZN currently at $233 ๐
$AMD currently at $217๐๐๐
$TSLA current at $430๐
$SOFI currently at $29๐๐๐
$META currently at $648 ๐๐๐
$RKLB currently at $42๐๐
I believe in META, AMZN, RKLB in 2026 ๐๐ฝ
This is HUGE ๐๐
30 years of relying on germanium and $RKLB just found a way around it.
Keep pushing. This is the kind of innovation that makes $RKLB so exciting. ๐
$RKLB
After a brutal June and July, August finally slowed the bleeding.
Now we're heading into Rocket Lab's historically strongest season: Sep-Dec averages are all double-digit green.
I don't know about you, but I'm ready for some new ATHs! :)
As market starts to look more attractive, here is the list of name I need to DCA into. I own almost all names except VST/ VIAV
$MU - currently at 920
$CRWV - 72
$RKLB - 64
$ASTS - 56
$NBIS - 188
$AMBA - 68
$LITE - 763
$ORCL - 115
$AVGO - 382
$VST - 163
$VIAV - 39
$AMPG - 5.5 (High Risk/high reward)
$DGXX - 4 (High Risk/high reward)
$TE - 5 (High Risk/high reward)
$ONDS - 7.8 (High Risk/high reward)
$ABCL - 5.3 (High Risk/high reward)
Where these will be by 2030?
Rocket Lab's Electron rocket is the โ2nd-most frequently launched rocket in the world behind SpaceXโs Falcon 9"
โThis is the rocket we fly the most of right now. It's flown 93 times.โ
โWe build everything in this vehicle. Every piece of hardware, every piece of software, tanks, engines, you name itโwe build it.
One of the key successes of the company is that vertical integration.โ
CEO @Peter_J_Beck@RocketLab $RKLB
$RKLB is climbing the ranks in my portfolio and has every chance to take the number one spot over the next few years.
The space economy is just getting started.
โ Reusability and reliability: Neutron is going to change the game for mid-tier launch economics.
โ Vertical integration: Building everything from engines to spacecraft gives them unmatched margins and control.
โ Government and commercial demand: Backed by massive defense contracts and a growing constellation backlog.
Added more around ~65.
NFA
$RKLB $ASTS $SPCX
@ParrotStock So you got rid of AMD and replaced with NVDA? We had similar names but you have made some big changes and it seems to be working well ๐๐