Turned $30k to $17M+ in 12 years. Trying to help others achieve their financial goals, free of charge. EOY 2026
goal: $18.5M.
not associated w Sandeman Bodega
I know I tell everyone I started investing with $50k. Apparently I misremembered.
Yesterday I let Muse check all my Stocktwits posts going back to 2014….and it said I started with only $30k.
That will pump the ole CAGR a bit. 😬😏
Dario was told to stop his dooming at that private dinner with Trump last night.
I think he got an offer he couldn’t refuse 😏
Govt and AI leaders all on board for a “controlled” acceleration. 😉
RIP 🐻
🚨 NOW: Anthropic chief DARIO just walked up and said President Trump helped put his Super Intelligence worries at ease
"If we do this right, we work with the President and everyone here, we can win safely!"
Imagine that, all it took was DONALD J. TRUMP getting involved and the tables are turning!
No more SI dooming, no more surrendering to China.
America will remain number one BOTH for national and economic security, as long as Trump is president 👏🏻
Stocks are like homework. It's insane how fast you can forget the fundamentals if you're not reviewing the story every week and sussing out if recent news is noise, a thesis breaker, or underappreciated. One vacation, weekend off, or a bout of flu can shatter your edge.
Trump’s 2pm et announcement is on a new steel plant.
Per a White House official: “Today at 2pm in the Oval Office, President Trump will announce the largest steel plant in American history to be built by Mesabi Metallics in Iowa.”
First reported in @WSJ
$NBIS' Béthune data center is expected to bring its first capacity online by mid-October, with a second phase targeted for early January 2027.
Azur Datacenter CEO says Nebius’ first customer for the project hasn’t been named, but is “a big one.” 🤔
He says the second customer is Meta.
The numbers behind the project:
• 45 MW available for the first phase
• 240 MW targeted at full buildout
• €8B tied to the first two phases
• €16B of total Nebius investment
Azur says the site will have gone from initial construction to live operations in roughly 10 months, unusually fast for infrastructure at this scale.
Béthune is a notable example of brownfield redevelopment for AI infrastructure. The former Bridgestone factory is being converted into a high-density AI data center.
There’s still one major constraint: power.
The site initially has ~45 MW available from the grid, while the permanent connection needed to reach 240 MW is reportedly around three years away.
In the interim, Azur plans to supplement capacity with up to 110 MW of gas generation.
Source: La Voix du Nord
If I told you in 100 years, our cell phones will look like the telegraph from today’s standards, I’d be wrong.
Because that comparison isn’t dramatic enough.
BREAKING: Zuckerberg just described the near-future of computing, and it has nothing to do with screens.
His call: within 5 years, every person on Earth has a personal AI that knows their life, understands their goals, and does the work for them.
Not a chatbot. Not a search box.
An agent that is deeply, intimately embedded in how you live.
When the person building the social layer for 3 billion people says this is where we're going, it's not a prediction.
It's a roadmap.
Is the personal AI agent the most valuable product anyone can build right now?
@Sandeman52 out of curiosity, what was the longest drawdown in terms of time you held through for one of your high conviction plays, that eventually was worth it?
$NBIS is down about 13% over the last 3 months. The good news that has come out in those 3 months makes your head spin.
Eventually price catches up with news.
$NBIS
One of my favorite setups/trade ideas going into next week
The very high short interest(21%) instantly grabs your attention!
Hints of Accumulation Volume starting to creep into the charts as the stock's consolidation pattern continues to tighten. Look for a resistance breakout next week.
Sonething to note:
BNP Paribas issued a very big price upgrade on Thursday(+70% upside from here).
Target $280
Sitting in the local. Reflecting on $NBIS
It’s all to obvious I have over 6500 shares with over 1.2m ish invested (approx). My goal is 2 trillion dollar company. 35-40m in the bank.
The weird thing is I think it’s possible in next 6-8 years.