I don't post dollar amounts because they don't matter.
What matters is return %. Speaking of that...
YTD: 3840.39%.
I'm probably the only one in the world. Who called out multiple names that 10x'd in a short timeframe.
Do you remember these thesis anon?
1. $AXTI
2. $SIVE
3. $AAOI
4. $LITE
5. $IQE
6. $AEHR
7. $CRCL
8. $EWY
9. Unimicron
10. Nitto Boseki
11. $OSS
12. $GDRZF
13. $RPI
14. $SOI
15. $ALRIB
16. $SNDK
17. $SIMO
18. $VPG
19. $TSEM
20. $ARM
21. $MRVL
22. $INTC
23. $LPK
24. $NBIS
25. $MU
They're all up 100-1000%+, because...
1. I post a thesis.
2. People can see how the stock performs months later.
3. They turn out right (thesis validation) because they're up hundreds of percent + hold their returns.
I really dislike the traditional X influencer who shows large dollar amounts or fancy watches/cars/private jets.
Then use that to get more by selling expensive subscriptions rather than through market returns.
So trying to set a new trend off pure information discovery/synthesis from free thesis posts and the results that follow in terms of return percentages.
TLDR: Market returns in terms of percentages matter the most to validate a thesis.
Not the dollar amount made.
Complete list of all $NVDA investments—
ADI
AMKR
APH
ARM
ASML
ASX
CAMT
COHR
CRWV
DELL
ETN
FLEX
FN
GLW
JBL
KEYS
KLAC
LITE
LRCX
MPWR
MU
NBIS
NOK
NVTS
ON
SMCI
SNDK
SPS
STM
VRT
WDC