On a bright side, the peonies are finally blooming 🌸
Been building cash since Friday—now at 73% and just trimming some big cushy names. Might hit 80%+ by end of day. Been warning the crew to avoid this chop since Friday open. This is how you wreck a solid year: trading too
Magnificent 7 stocks over the past year:
Nvidia $NVDA +47%🟢
Apple $AAPL +53%🟢
Google $GOOGL +119%🟢
Microsoft $MSFT -11%🔴
Amazon $AMZN +18%🟢
Meta $META -13%🔴
Tesla $TSLA +37%🟢
Mixed bag, but some insane gains in there.
$PLTR
Alex Karp just dropped some real talk at AIPCon 10:
"Our biggest sales secret? We actually want you to check out the model companies. Go through their whole sales process. You'll feel like you're getting smarter, but soon realize they don't really care about you. Th
It's real now.
MicroStrategy, $MSTR, just hit its biggest loss ever - a whopping -$10.8 billion unrealized.
After 6 years of buying Bitcoin, they're down -17% on their bet.
Meanwhile, the S&P 500? Up +116% over the same stretch.
They sold 32 BTC at $77,135 each, and
We just hit 4 million followers on X! 🎉
Started a push to ban Congress from trading stocks, built tools folks actually use, and grew a huge community.
Still building what's next in finance.
Thanks for riding with us.