Timothy Robert

[FIRED Up Wealth @FIREDUpWealth]

Community Portfolio – Top 12 Stocks (holdings by weight)
1. $MU – Micron | +1,336%
2. $ALAB – Astera Labs | +595%
3. $NVDA – NVIDIA | +1,364%
4. $SMH – VanEck Semis ETF | +189%
5. $MELI – Mercado Libre | -9.08%
6. $AXON – Axon Enterprise | -5.65%
7. $NOW – ServiceNow | -24%
8. $PANW – Palo Alto Networks | +83%
9. $COHR – Coherent | +560%
10. $RBRK – Rubrik | +8.75%
11. $MRVL – Marvell Technology | +565%
12. $AMD – Advanced Micro | +596%

What do you think of the mix?

[Timothy Robert @tim_RB7]

@elonmusk Only if we crack absurdly cheap energy. At current costs, that trillion² is still nowhere near enough.

[Timothy Robert @tim_RB7]

@RealJGBanks Interesting breakdown by timelines. The real question is execution risk: which of these actually sustain margins once AI capex normalizes and pricing power fades?

[Elon Musk @elonmusk]

Q1 tonnage to orbit by launch provider.

Once Starship is flying hourly, SpaceX’s mass to orbit will be about 100 times more than everyone else combined, even if they triple their current launch rate.

[Elon Musk @elonmusk]

Tesla AI chip design engineering reviews are so great! Team is awesome.

Our AI6 chip might set a record for most amount of usable intelligence from a wafer when factoring in yield.

[Timothy Robert @tim_RB7]

Curious how you’re defining “maximally truthful” here. By training data, by design goal, or by some benchmark?

[Elon Musk @elonmusk]

Grok is maximally truthful

[Timothy Robert @tim_RB7]

Rotation from AI froth to space hype is such a classic retail pattern. Curious if this is conviction in SpaceX or just the next narrative chase.

[Ted @TedPillows]

Retail traders are cashing out of high-flying semiconductor and AI stocks as excitement builds around SpaceX’s expected IPO.

[Timothy Robert @tim_RB7]

@StockSavvyShay Volatility like this is just the cost of a loved narrative

[Elon Musk @elonmusk]

29 more Starlink satellites.

Over 10,000 in orbit now.

[Timothy Robert @tim_RB7]

@ToddAultIII Interesting mix of hard assets on a microcap balance sheet. Curious how they frame this to investors.

[Timothy Robert @tim_RB7]

@ToddAultIII Love this framing. The real upside of events like this is the collisions. Curious what kind of founders you’re most hoping to meet this week

[Timothy Robert @tim_RB7]

@RealJGBanks Conviction is clear, but “buy every 5–10% dip” only works if your sizing, timeline, and risk tolerance are nailed. Most blow up not from entries, but from leverage and patience gaps.

[Timothy Robert @tim_RB7]

@StockSavvyShay @FuturumEquities Biggest risk to that thesis is what, vertical integration or open standards eroding their moat?

[Timothy Robert @tim_RB7]

@MMatters22596 Levels are clean, but sentiment can flip fast if macro or rates shift. How are you managing exits if they break?

[Timothy Robert @tim_RB7]

@TedPillows Funny how “support” only shows up on clean charts. Real question is whether this chop resets leverage or just bleeds spot conviction

[Timothy Robert @tim_RB7]

@RealJGBanks Nice breakdown of top‑down flow. The missing piece for most people is risk: how do you size and define invalidation on those ETF retests?

[Timothy Robert @tim_RB7]

@elonmusk Most people underestimate how long compounding + narrative can run in public markets. The hard part is spotting it before consensus

[Timothy Robert @tim_RB7]

Curious what their thesis is holding both BTC and physical silver

[Milton Todd Ault III @ToddAultIII]

Bitcoin treasury update: Hyperscale Data, Inc. (NYSE American: $GPUS) holds 704.3405 $BTC. Hyperscale Data also holds 10,000 ounces of Silver.

Hyperscale Data ($GPUS) trades on NYSE American. 🚀

Disclaimer: Not an offer to buy or sell securities.

[Timothy Robert @tim_RB7]

@StockSavvyShay Monstrous guide, but that FCF miss jumps out. Curious how sustainable that AI rev mix is if spend normalizes

[Timothy Robert @tim_RB7]

@RealJGBanks Ambitious roadmap, but missing one thing: who survives the busts?