Martyn Harvey

Making finance and technology simple.

Sharing ideas, trends and opportunities that can change your life

[Martyn Harvey @martynspace]

Cant believe the Venezuela Fury wedding was THAT expensive

[Martyn Harvey @martynspace]

Hot take:

AI stocks ≠ chip stocks.

Chips may need a cooldown.

The AI boom probably doesn't.

[Martyn Harvey @martynspace]

Nobody taught me how to invest. So I started learning in public.

Last 3 months:
📈 Portfolio: +11.3% 🌍 FTSE All World: +8.9%

I share simple breakdowns of investing, technology and opportunities that could change your financial future.

Follow along if you're building wealth

[Mike Alfred @mikealfred]

This Bitcoin and crypto selloff is clearly a bit overdone at this point. Shorts are pressing their bets with leverage which is always a good sign because it makes the reversals more violent. Some crypto equities look like they don’t want to go much lower. I think we bounce soon.

[Cointelegraph @Cointelegraph]

📊 NEW: NEAR says NEAR Intents has surpassed $20B in all-time volume.

[Martyn Harvey @martynspace]

$NEAR

[Martyn Harvey @martynspace]

Portfolio update:

[Martyn Harvey @martynspace]

Portfolio update:

Core: • FWRG global exposure • SMT AI/growth conviction

Thematic tilt: Building a meaningful nuclear position via NUCG + LEU • Slowly rotating more dry powder into BTC

Still holding decent cash reserves

[Martyn Harvey @martynspace]

While everyone is focused on London, Paris, and Berlin...

Spain's tech ecosystem has quietly grown to €125B.

That's almost 2x growth in just six years.

the latest Spanish Tech Ecosystem Report 2026 shows the winners and recently funded

[Martyn Harvey @martynspace]

Alphabet issuing new shares for the first time since 2006 to fund AI.

The biggest signal here?

trillion-dollar tech giants are finding that AI is far more capital-intensive than investors expected.

The AI boom isn't just a technology story anymore — it's a financing story.

[Martyn Harvey @martynspace]

According the FT everyone wants SpaceX exposure before the IPO.

But most retail investors still don’t realise they can already get indirect exposure through SMT alongside companies like Anthropic and Stripe.

Feels like the market is slowly waking up to this trade.

[Martyn Harvey @martynspace]

SMT might quietly be one of the best ways for retail investors to get exposure to this cycle’s hottest private tech companies.

SpaceX. Anthropic. Databricks. Stripe.

Most people don't understand

[Martyn Harvey @martynspace]

Why I'm long $SMT

the most accessible ways to get indirect exposure to private tech.

SMT holdings/exposure include:
• SpaceX
• Anthropic
• Databricks
• Stripe

So my portfolio is:

SMT = AI / frontier tech demand
NUCG + LEU = future energy supply

Connected AI and nuclear

[Martyn Harvey @martynspace]

Portfolio update:

Core: • FWRG global exposure • SMT AI/growth conviction

Thematic tilt: Building a meaningful nuclear position via NUCG + LEU • Slowly rotating more dry powder into BTC

Still holding decent cash reserves

[Martyn Harvey @martynspace]

Can't believe Kesha released tik tok in 2009. Do you think she warned us about social media addiction and the manospere?

[Martyn Harvey @martynspace]

@cburniske 20VC

Thoughts on the market - Morgan Stanley

[Martyn Harvey @martynspace]

4/ 📈 Technicals & Momentum

RSI: Neutral (~53–62)

MACD: Bullish

Price above all key moving averages (20, 50, 200)

Support: $168

Resistance: $177–180

A breakout above $180 could ignite the next leg up.

[Martyn Harvey @martynspace]

1/ 🚨 Stock Deep Dive: Centrus Energy $LEU 🚨
Is this uranium play a hidden gem or a high-risk hype?
Let’s break down the fundamentals, technicals, and bull/bear scenarios. 🧵

[Martyn Harvey @martynspace]

3/ 💡 Strategic Edge

Only licensed U.S. HALEU producer

Vital for national security & future SMRs (Small Modular Reactors)

DOE backing & contracts growing

Huge demand upside if nuclear policy ramps up

This isn't just another energy stock—it's a geopolitical asset.