Ledgr

Stocks, Trading Cards and Watches

[Ledgr @TheThreeAssets]

Disney to the moon 📈 What do you think the Mickey Superfractor is worth?

[Ledgr @TheThreeAssets]

Disney and Marvel trading cards are just insane right now

[Ledgr @TheThreeAssets]

This is just nuts

[Ledgr @TheThreeAssets]

Another great day today, up 2.5%. $AAOI and $PLTR leading the way

[Ledgr @TheThreeAssets]

Ohtani’s back-to-back MVP 1/1 just sold for $10M+ after a Hong Kong buyer’s bounty. Dylan Harper , a rookie, reportedly has a $1M bounty on his Rookie Debut Patch Auto card. The hobby is now pricing potential as aggressively as it prices legacy. Smart, or a red flag?

[Ledgr @TheThreeAssets]

@kevinxu DOAC

[Ledgr @TheThreeAssets]

The new additions are killing it, thank you to all inexperienced margin traders for making it happen

- $BE
- $NBIS
- $AAOI
- $MRVL

[Ledgr @TheThreeAssets]

@ChrisCamillo I wish I had more liquidity, obvious reaction after all the deleveraging happening

[Ledgr @TheThreeAssets]

The stock market feels like winter wonderland right now, so many great opportunities

[Ledgr @TheThreeAssets]

@MsVeilMoney Sell my house to buy more

[Ledgr @TheThreeAssets]

Big day: Vertiv reports before the open, Microsoft after the close — both in my book. VRT: analysts expect $1.43 EPS (+50% YoY) on $3.39B revenue, options pricing a ~10.5% move either way. MSFT: Azure still growing ~40% YoY, all eyes on AI capex guidance.

[Ledgr @TheThreeAssets]

@Mindset4Money_X It’s one of my most aggressive position in my portfolio. The AI and Robotic leverage is undeniable.

[Ledgr @TheThreeAssets]

@Han_Akamatsu People make their own choices who they to subscribe to, why make @kevinxu responsible for delivering something that people want

[Ledgr @TheThreeAssets]

GOAT memorabilia is the ultra-rich’s new favorite asset, now trading in double-digit millions and crushing the market: MJ +125%, Kobe +127%, LeBron +105% YoY — avg +119%, driven largely by new collectors out of Asia. Bubble, or just the hobby going mainstream?

[Ledgr @TheThreeAssets]

$NVDA fell 5% on a $500B SK Group LOI + OpenAI data-center talk — but both are recycled from June, not new news. Overreaction, IMO. $AMZN also filed for 5,105 satellites for direct-to-device mobile, challenging $SPCX.

[Ledgr @TheThreeAssets]

@ChrisCamillo Many investors are too short sighted, the AI leverage for Amazon is undeniable

[Ledgr @TheThreeAssets]

@amitisinvesting I think it’s another great buying opportunity. Earnings are fundamentally too strong to warrant such a sell off and how often have we had Chinese companies being the reason for a sell off and then the market bounced back

[Ledgr @TheThreeAssets]

MJ card index: +125.92% in 1Y, ~8x the S&P’s return. Impressive and no cooling in sight. My take: high-pop Jordans are in a bubble. Volume ≠ scarcity. When rates bite or hype fades, these are the first to correct. 📉🏀

[Ledgr @TheThreeAssets]

$PLTR — One of the highest conviction positions in my portfolio.
The fundamentals are undeniable: +85% rev growth, 38% margins, $5.4B cash, zero debt.
Down 40% YTD. That’s sentiment, not the business.

[Ledgr @TheThreeAssets]

Rolex and Patek are leading the pack in terms of revenue but the modern grails are independents such as Simon Brette and Rexhep Rexhepi. @nicoleonardvdh talked to the guys at @TheICHpodcast explaining exactly that, highly recommended if you want insights.

https://t.co/knexIE2Bpv