How I'd build a portfolio from scratch for the next decade:
40% Core: $MSFT $GOOGL $AMZN
25% AI infra: $NVDA $AVGO $VRT
15% Healthcare: $LLY $ISRG
10% Energy: $CEG $VST
10% Moonshots: $RKLB $IONQ $OKLO
What would you change?
Pretty much.
As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers.
SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue.
That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.
Zazie Beetz and her husband, David Rysdal popped out at Apple's 'Nocturne' premiere in New York 😍
Beetz announced on the carpet that she is pregnant with what will be the couple's first child ❤️
📸: Getty
Shannon Sharpe and Ochocinco looked up Madison Beer while discussing Justin Herbert’s POOR performances this season, leading to the Chargers being 0-5, and instantly understood why he might be DISTRACTED 😭💀
“Let me see what she looks like… OH SH-T. I don’t put too much cream in my coffee, but I get it.” 😭😭
@_masterinvestor Thoughts on the Google , Constellation Deal ?? Is nuclear energy a sector to be considered for a long term portfolio ?? ‼️‼️‼️‼️‼️‼️‼️‼️‼️‼️‼️‼️‼️‼️