JaDun Michael

Ephraim
Gen Z Investor

Do you own assets?

[JaDun Michael @thenexxtphase]

September 8th 2026

I’ve come to learn that a lot of us are truly victims of “not knowing”. One may say, information without execution is poverty but without the information one cannot execute.

The question then becomes, what information do you have to execute on?

[JaDun Michael @thenexxtphase]

$CRM & $NOW
New 10-20 year run for these names?

Historically software is where a lot of money tends to be made. Although it’s easy to forget.

Both name sitting below the yearly open. Important to understand each companies role in cybersecurity as well.
Great buys here 🏧

[Kalshi Finance @Kalshi_Finance]

JUST IN: Hedge funds have now bought software stocks for 4 straight weeks

[JaDun Michael @thenexxtphase]

@WatcherGuru The future

[Nate Geraci @NateGeraci]

World’s largest asset manager is out w/ new white paper on intersection of AI & digital assets…

BlackRock:

“AI represents machine-native intelligence, while digital assets represent machine-native money.”

"Several types of digital assets may support agentic commerce, but stablecoins are likely to lead
transactional use."

IMO, here’s most important paragraph from the 11 page doc…

[Watcher.Guru @WatcherGuru]

$1,000 invested at every major "Bitcoin is dead" call would be worth:

• 2011, Forbes: $4,922,700
• 2014, Warren Buffett: $127,400
• 2017, Jamie Dimon: $20,700
• 2018, Warren Buffett: $8,800
• 2019, Donald Trump: $7,300
• 2022, European Central Bank: $5,000
• 2023, Charlie Munger: $3,550
• 2024, European Central Bank: $1,700

[JaDun Michael @thenexxtphase]

Not sure if there is a bank that’s innovating and executing better than $Sofi

In the midst of chaos it’s going unnoticed

Will be very surprised if this isn’t much higher than $17 in the next 3-5yrs
Considering their innovation and consistent revenue growth, recent qtr up 42% with Net Interest Income up 51.9%

[Anthony Noto @anthonynoto]

We're the first national bank to bring stablecoin settlement live across @Mastercard's global payments network. @SoFi is migrating its entire $25B+ card program to blockchain-based settlement.

The speed of blockchain, with the safeguards of a bank. Let’s go‼️
https://t.co/e9RJuyQm6E

[JaDun Michael @thenexxtphase]

In this scenario that makes $SOFI even more important

[Watcher.Guru @WatcherGuru]

JUST IN: BlackRock says AI agents will drive major demand for crypto stablecoins and blockchain payments.

[Ian Jakovan Dunlap @_masterinvestor]

Long term is the wave

[JaDun Michael @thenexxtphase]

$SOFI

Very interesting development here. This could potentially allow AI agents to use SoFiUSD to get through certain payment infrastructures online.

Q2 Revenue was up 43%, Net Interest Income up 51.9%, 1.1M new members in the qtr. Management even shared that for every new member, 2 new products were opened.

[Shay Boloor @StockSavvyShay]

$SOFI just moved stablecoin settlement onto its $25B card program with $MA taking SoFiUSD into live payment infrastructure.

Anthony Noto says businesses can now get “faster access to their money via the speed of blockchain, with the safeguards of a bank.”

[JaDun Michael @thenexxtphase]

If you were taught you can’t do anything, you won’t do anything.

[JaDun Michael @thenexxtphase]

Invest for the long term

Signal over noise

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Advanced Micro Devices stock, $AMD, officially crosses above $1 trillion in market cap for the first time in history.

This puts the stock up +30,400% over the last 10 years.

$10,000 invested in AMD in 2016 would be worth $3,050,000 today.

[JaDun Michael @thenexxtphase]

$NKE

Here we go

[Alexandre Arnault @alexarnault]

Incredibly honored to join the Board of Directors of @Nike.

I’ve been a lifelong fan of the brand and everything it stands for: sport, innovation, creativity and constantly pushing what’s possible.

Excited to contribute to what comes next.

Just Do It. ✔️

[JaDun Michael @thenexxtphase]

Normalize long term investing conversations

[JaDun Michael @thenexxtphase]

A sleeper, 20 yrs ago Monster energy presented a similar opportunity. Celsius the core business while Alani serves as the growth engine. Alani was a huge revenue mover during the recent qtr. Will be interesting to watch how this story develops

[Evan @StockMKTNewz]

Celsius $CELH CEO John Fieldly just filed for his purchase of 18,000 shares of the stock at an average cost of $27.44 per share

[JaDun Michael @thenexxtphase]

@StockMKTNewz Technology improving a lot fast that human capabilities and even society as a whole. Never a good thing

[JaDun Michael @thenexxtphase]

If this happens, will be very interesting to see how this would position 2027 & 2028. Do we start a rate cutting cycle in the midst of chaos?

[WOLF @WOLF_Financial]

JPMORGAN NOW SEES THE FED RAISING RATES TWICE, IN SEPTEMBER AND DECEMBER

[JaDun Michael @thenexxtphase]

@unusual_whales $RH
Will be interesting to watch some of the real estate related stocks as the decade comes to an end

[JaDun Michael @thenexxtphase]

Invest for the long term:
$NVDA
$AMD
$TSM
$DRAM
$LYTE

[Kalshi @Kalshi]

BREAKING: Nvidia CEO says AI is the new "electricity" and the scale is unlike any tech in history

[JaDun Michael @thenexxtphase]

“Send me a contract”

Create a use case