Null Telisman

Civil Engineer. I used to write DOTA guides. I play Deadlock, FPL, and trade stonks.

[Null Telisman @null_telisman]

Null Telisman Capital 2025 portfolio performance:

Starting 2026, I will be live journaling my stock and crypto performances for personal accountability.

Last year:
% gain post taxes: 9.95%
S&P500 gain: 16.35%

[Null Telisman @null_telisman]

$ASTS

Earnings tomorrow, hoping to get a long on a retest of 64, stops at the lows.

[Null Telisman @null_telisman]

2026 Portfolio Update, July:
Capital gains % of total assets: 3.27%
Portfolio performance: -11.0%

S&P500 gain: -0.13% (lost vs. the market)
Could be worse.

Invested: Sivers ($2DG) $META $UBER
Fully exited: RACE, PLTR, CVX, DPZ, SHOP, MRVL

[Null Telisman @null_telisman]

2026 Portfolio Update, June:
Capital gains % of total assets: -3.74%
Portfolio Performance: -6.60%

S&P500 gain: -1.66% (lost vs. the market)

My first losing month of the year.
Invested: Sivers $2DG $GOOGL $KTOS
Fully exited: $NVO $AVAV $MGM

[Null Telisman @null_telisman]

Closed $SNDK here
What a rush!
Could have played it a lot better, but was within my accepted risk.

[Null Telisman @null_telisman]

$SNDK long setup

Risking 2% portfolio at 1316
1% more at 1277 sweep

Stop loss sub 1000, but will actively manage this trade.

[Null Telisman @null_telisman]

@SalsaTekila I mean chief it looks like IBIT is the safe way to have exposure

The cyberpunk defi bros lost the race

[Null Telisman @null_telisman]

@Pivot922 @nikitabier Muted words don't work on lists, only on For You and Following tabs

[Null Telisman @null_telisman]

@JonnyMoeTrades Called it!

[Null Telisman @null_telisman]

@TheCartelDel That Mr Bean ass prime minister doesn't speak for all Greeks

[Null Telisman @null_telisman]

Trimmed 50% of the $SNDK position here (+0.45R) as the market looks a little shaky.

[Null Telisman @null_telisman]

$SNDK long setup

Risking 2% portfolio at 1316
1% more at 1277 sweep

Stop loss sub 1000, but will actively manage this trade.

[Ray Kump @RayKump]

You’re telling me that the Odyssey lasts 10 years and the whole time these Greeks don’t eat a single goddamn Gyro? Nolan is a hack.

[Null Telisman @null_telisman]

$SNDK long setup

Risking 2% portfolio at 1316
1% more at 1277 sweep

Stop loss sub 1000, but will actively manage this trade.

[Null Telisman @null_telisman]

Blood in the streets? Time to buy dips on $INTC $NNE $UUUU $XE

[Null Telisman @null_telisman]

@TheStockGuyTV I'm in this picture and don't like it

[Null Telisman @null_telisman]

@TheStockGuyTV Held Marvell for 76 and sold around 80s after a month because "it wasn't moving"

[Null Telisman @null_telisman]

2026 Portfolio Update, June:
Capital gains % of total assets: -3.74%
Portfolio Performance: -6.60%

S&P500 gain: -1.66% (lost vs. the market)

My first losing month of the year.
Invested: Sivers $2DG $GOOGL $KTOS
Fully exited: $NVO $AVAV $MGM

[Null Telisman @null_telisman]

2026 Portfolio Update, May:
Capital gains % of total assets: 3.2%
Portfolio Performance: 3.3%
S&P500 gain: 6.22% (beat the market)

Invested: $EVGO $XE $GOOG
Divested: $UNH $AVAV

[Null Telisman @null_telisman]

@SalsaTekila For what it's worth, I only found your account by checking my mutuals, and even then only see your posts because I have a dedicated list for crypto accounts.

You never show up on my For You (which sucks and I don't use anyway).

[Null Telisman @null_telisman]

@Pivot922 Do or die is always a good level

[Null Telisman @null_telisman]

Trimmed 25% at $165.

[Null Telisman @null_telisman]

Original thesis invalidated, will trim some risk around $165 if offered.

[Null Telisman @null_telisman]

Bought a ton of $SPCX
Soft stop loss $159
Will prob hold to new ATHs

[Null Telisman @null_telisman]

Exited $MGM here for 40% profit

Bought a tiny bit of $MRVL, will buy more on a liquidity sweep

[Null Telisman @null_telisman]

Portfolio moves:
Exited $NVO at a 6% loss
Buying $GOOG, $NVDA and Sivers $2DG on dips