Starting a challenge portfolio.
Positions just filled.
Half million.
Will screenshot ENTIRE portfolio often, NOT selectively showing positions like every other monkey KOL.
Do not follow. I do not want to be your customer support.
Just showing you it can be done. Be PERSISTENT.
2021 - Stocks top exit ( Publicly 20X )
2022 - Shifted to crypto ( Publicly 7X )
2025 - Crypto top exit
Frankly, I’m not confident. Markets look toppy. But whatever, will manage.
Why $fly up so much?
Read article below this post
Firefly + NVIDIA are enabling the first commercial AI-on-the-Moon imaging service.
It’s part of a broader trend: bringing powerful computing (including GPUs) directly into space.
What’s the valuation in just doing that alone? Trillionsssss
I shared my entry minutes after buying at 2.8B Mcap.
Too late? Don’t know. But if you buy now and stock drops. Congrats, you are the jinx.
Added $tem to challenge portfolio
$300,000 position
Sold $path for a loss Held for 2 months
https://t.co/HAmKTumoF2
Trades done 2 mins ago.
Challenge Portfolio Net liquid $1.29M
Started the challenge in Dec 2025 with $860,000
Up 49% in a few months while
~ most people burned
~ didn’t day trade ( it’s not a lot so you can follow )
~ shared all moves almost immediately ( again, it’s not a lot so you can follow )
Not the best result. Do better hopefully.
If market conditions improves, it will be a lot easier.
Energy infra destroyed, expect higher prices for longer while we are in a liquidity crunch.
Not good.
Investing narratives now the war is over:
1. the obvious space narrative still running
2. health sector ~ looking at UNH lead
3. defence sector is a fade for me ( will go up, but lesser )
My calls for narratives are usually quite spot on for those that follow me all these years. The problem is the vehicle I choose to ride the narrative. So don't fade my calls on narratives, but do your own diligence on what you'll use to ride it.
5 mins ago. Sold $onds at $9.68
Sold previously at ATH
https://t.co/36cO63UhmQ
so any re-entry below that is a win.
What’s on my mind:
All the best news. War, drones, narrative is here.
Big institutional buys
Biggest Kols shilling it
But it’s not moving.
While i fundamentally i like this company. I’m keep this on my watch list.
This is my way of risk management. It maybe a wrong call, but that’s how I survived all these years and outperform.
Challenge portfolio transparently attached with my every move, every lose / win.