RealPortfolio

Stocks and precious metals, picked by what is moving or what I am trading that week.

[RealPortfolio @myRealPortfolio]

@WatcherGuru I smell an affair incoming

[RealPortfolio @myRealPortfolio]

@elder_plinius I'm still single

[RealPortfolio @myRealPortfolio]

@GamersNexus bruh staaaappp...

[RealPortfolio @myRealPortfolio]

@WatcherGuru imagine what happens when the 3rd affair gets leaked :/

[RealPortfolio @myRealPortfolio]

@KobeissiLetter $NVDA dip buyers going all in on leather jackets and DLSS

[RealPortfolio @myRealPortfolio]

@lydiahallie IPO maxxing.. I'm buying

[RealPortfolio @myRealPortfolio]

@KobeissiLetter healthcare Surging due to $NVDA investors being hospitalized after Jensen situation

[RealPortfolio @myRealPortfolio]

@KobeissiLetter $NVDA investors finding out the DeepSeek is powered by NVDA chips

[RealPortfolio @myRealPortfolio]

@ClaudeDevs I'm gonna be sleep deprived for the next 2 weeks and never been this excited

[RealPortfolio @myRealPortfolio]

@claudeai current situation at Google HQ

[RealPortfolio @myRealPortfolio]

@unusual_whales never buying a leather jacket again

[RealPortfolio @myRealPortfolio]

@WatcherGuru the DLSS effect , $NVDA shareholders in max pain

[RealPortfolio @myRealPortfolio]

@claudeai current situation of software companies

[RealPortfolio @myRealPortfolio]

@KobeissiLetter $NVDA investors right now before market opens

[RealPortfolio @myRealPortfolio]

American Express $AXP Chairman, CEO Sold Shares Worth Over $99M .. what a timing, maybe he knows something.. maybe not

[RealPortfolio @myRealPortfolio]

@zerohedge while those who piled up and bought up .si domains for profits.. i stuck with my .ai

[RealPortfolio @myRealPortfolio]

@AMCSPARTON @DonDurrett valid points though. I've learned that most miners are risky and can dilute stocks anytime,, its a gamble unless you find a couple of outliers. instead a couple of good miner ETFs if you want some exposure in this sector

[RealPortfolio @myRealPortfolio]

@unusual_whales fantastic news. Now I get all the compute to myself

[RealPortfolio @myRealPortfolio]

Intel $INTC -50% since Oct 1. SanDisk $SNDK -40%. Micron $MU -24%. The chips didn't break, the buyers did: Amazon $AMZN spent $77.3B in one quarter and its 12-month free cash flow is -$42.4B. No chip buys for me until $SMH closes back above $572. Nvidia $NVDA reports Nov 17.

[RealPortfolio @myRealPortfolio]

$META just sold about $37.5B of new stock: $25B of common at $625 a share plus $12.5B of 6.5% convertible preferred. Q3 free cash flow was -$2.1B, the first negative quarter since 2012, and up to $60B more is planned from 2027. My line stays at $615.