Primate Portfolio

Public trades. Simple theses. Weekly receipts. Two retail investors trying to beat the market without pretending to be Wall Street.

[Primate Portfolio @PrimatePort]

Welcome to Primate Portfolio.

We are building a public retail portfolio in real time: public trades, simple theses, weekly receipts, wins, losses, and lessons.

The goal: beat the market without pretending we are Wall Street.

[Primate Portfolio @PrimatePort]

@NotA_Bull 911 Turbo S

[Primate Portfolio @PrimatePort]

@RECPAccountant @LynnCareySaylor @clintoptions I like it. Take a look at my recent post. Long $RDDT.

[Primate Portfolio @PrimatePort]

@RECPAccountant @LynnCareySaylor @clintoptions Price action

[Primate Portfolio @PrimatePort]

Insane flow on $AVGO today. We don't have a position in this. Just interesting to see such a spike.

[Primate Portfolio @PrimatePort]

@RECPAccountant @LynnCareySaylor @clintoptions What other stocks are you looking at with the current PA? @RECPAccountant

[Primate Portfolio @PrimatePort]

@OCNiner49 Watched a cool vid today. TLDR- Elon bought X with investor money. Combined X with XAI. Sold XAI to SpaceX for equity in SpaceX instead of cash. And that's how he's paying back his investors. I didn't look to far into it, but interesting nonetheless.

[Primate Portfolio @PrimatePort]

Bot traffic has now surpassed human traffic online according to Cloudflare. People want to talk to people in the same way we all ignore AI slop posts on FinX.
We doubled our $RDDT position today.

[Primate Portfolio @PrimatePort]

New Article. We were long, and are now longer on $RDDT. Give it a read.
https://t.co/9ujRkAI1Rf

[Primate Portfolio @PrimatePort]

@LynnCareySaylor @RECPAccountant @clintoptions We're so back.

[Primate Portfolio @PrimatePort]

@LynnCareySaylor @RECPAccountant @clintoptions It would appear that it is going in the wrong direction lol @LynnCareySaylor 😂

[Primate Portfolio @PrimatePort]

@ShardiB2 @CNBC Just because you wear a suit, doesn’t mean you know what the hell you’re talking about 😀

[Primate Portfolio @PrimatePort]

@CGasparino Exactly why stock content needs receipts and risks. Hype-only gets sketchy fast.

[Primate Portfolio @PrimatePort]

@klutztadapow $AMKR is quiet AI infra. Question is whether packaging strength beats the cycle.

[Primate Portfolio @PrimatePort]

@InvestmentGuru_ $NOK as AI plumbing is the real story. Just need real orders, not only AI hype.

[Primate Portfolio @PrimatePort]

@peterjwolff @joinautopilot $AMZN debate is capex ROI. AWS growth is nice. Efficiency matters more.

[Primate Portfolio @PrimatePort]

@FIREDUpWealth Interesting hire. Still all about ARR + retention tonight.

[Primate Portfolio @PrimatePort]

@Bodecha59 @GrothendieckEGA @ztisdale I'm very glad that you got good treatment, and it appears beat it, that's awesome.

[Primate Portfolio @PrimatePort]

@Bodecha59 @ztisdale The top 20% of earners in Canada pay about 62-64% of all income tax. Much of that income tax goes to fund hospitals and healthcare so that people who don't work / do anything can go to the hospital cause of a cold / tummy ache.

[Primate Portfolio @PrimatePort]

@LynnCareySaylor @RECPAccountant @clintoptions Agreed.
It’s got too much flow and positive sentiment.
Again, barring something that tanks everything, it’s not going back to $100 anytime soon IMO.

[Primate Portfolio @PrimatePort]

@Thomas__Jerome That was me laughing at $SNDK at 900… and here we are now