Nicholas

Dedicated long-term investor. Concentrated portfolio in high-quality companies.

[Nicholas @NickCompounds]

@StockMKTNewz Former executive at $NVDA so he does know the business…

[Nicholas @NickCompounds]

@InvestorVideos Insane

[Nicholas @NickCompounds]

@DudeWhoInvests Rugged!

[Nicholas @NickCompounds]

@joecarlsonshow I agree. You don’t shit where you eat

[Nicholas @NickCompounds]

@1BigCountryO Ok

[Nicholas @NickCompounds]

Still sitting on a good chunk of cash and nothing today made me want to use it. Is anyone actually buying this?

And if not, what is on everyones watchlist?

[Nicholas @NickCompounds]

@cmsinvests

[Nicholas @NickCompounds]

@farzyness Jensen back by next week?

Would PUMP the market

[Nicholas @NickCompounds]

@TheLongInvest I hold $ZETA. $14 this year never made sense to me. I wish I bought more

[Nicholas @NickCompounds]

@TrendSpider A trillion ahead of $NVDA. Will $AAPL hold these levels as the market leader?

[Nicholas @NickCompounds]

Yeah it is insane how much power these boards have over the original founder.

[Nicholas @NickCompounds]

@MatteoJoyce1 I just did?

[Nicholas @NickCompounds]

Jensen's last meeting with $NVDA HR before he cleared out his desk

[Nicholas @NickCompounds]

@AyaanBuild @unusual_whales yeah mountain of cash.

[Nicholas @NickCompounds]

@MatteoJoyce1 Thanks man!

[Nicholas @NickCompounds]

@1BigCountryO What name?

[Nicholas @NickCompounds]

Started buying stocks while I was waiting tables in Toronto.

Still a student. Still holding everything. Cash is looking for a deal, not a bounce.

I'm not in a hurry to deploy it.

[Nicholas @NickCompounds]

Started looking at $BE.

Revenue more than doubled over the last year. Not what I expected from a fuel cell company.

What I can't get comfortable with yet is the price. It trades at about 16 times sales and still burned cash last quarter.

$BE holders, if you have anything I can look into regarding this company send it my way, still extremely interested!

[Nicholas @NickCompounds]

Outlook is into day 2 of the outage, and I hold $MSFT.

Not selling over an outage.

$NVDA bounced at the open. I don't own it and I'm not chasing.

PPI just printed a four-year high. That's what I'm actually watching. Seeing how the market will react

[Nicholas @NickCompounds]

@DudeWhoInvests If AI demand is fine, what's $NBIS priced for?

[Nicholas @NickCompounds]

@Polymarket Per Bloomberg, restricted chips ended up in Shanghai. That's an $NVDA problem.