Van

20 || Hedge Fund Manager || $235k Invested Founder & CEO of Spark Capital Management Based In NYC ||

[Van @vanazadiann]

When I was 16, I bought $NVDA for the first time in 2023.

$23 → $220 (+861%) in just 4 years.

Following me is completely free…

[Van @vanazadiann]

NAME ONE ASSET YOU WOULD NEVER OWN, REGARDLESS OF THE PRICE.

I'll go first: $BTC

What's yours?

[Van @vanazadiann]

YOU HAVE $1 MILLION TO INVEST.

You can only own THREE stocks for the next 10 years.

No ETFs. No index funds.

What are your three picks?

[Van @vanazadiann]

I THINK $AMZN WILL BE WORTH SIGNIFICANTLY MORE IN 5 YEARS.

AWS is still growing.

AI demand is accelerating.

Robotics could transform margins.

And I don’t think Wall Street is pricing it all in.

$AMZN bears, what’s the strongest argument against owning it?

[Van @vanazadiann]

Does that actually justify fears of another Black Monday?

[Van @vanazadiann]

THE STOCK MARKET CRASHES 20% TOMORROW.

You have $100,000 in cash.

You can only buy ONE stock.

What are you buying?

[Van @vanazadiann]

WHAT STOCK ARE YOU BUYING RIGHT NOW THAT EVERYONE ELSE THINKS IS A TERRIBLE INVESTMENT?

I'll go first: $UBER

What's yours?

[Van @vanazadiann]

@ChrisGPT The United States continues to lead the global AI race and lead in frontier models and compute. However, China is rapidly closing that gap.

Meanwhile, Europe is falling behind. Europe remains constrained by regulation, lack of investment, and a minimal infrastructure.

[Van @vanazadiann]

I THINK WALL STREET IS UNDERESTIMATING $GOOGL.

Search generates enormous cash flow.

YouTube is a massive business on its own.

Google Cloud benefits from growing AI demand.

Waymo could become a major business.

$GOOGL bears, what am I missing?

[Van @vanazadiann]

WHAT IS THE MOST UNDERVALUED STOCK IN THE MARKET RIGHT NOW?

Not the most popular.

Not the fastest growing.

The one Wall Street is genuinely mispricing.

I’ll go first: $AMZN.

What’s yours?

[Van @vanazadiann]

NAME ONE STOCK YOU THINK IS MASSIVELY UNDERVALUED RIGHT NOW.

No $NVDA.

No $AMZN.

I want to hear the less obvious picks.

[Van @vanazadiann]

TESLA JUST MADE A FLYING CAR.

Built with SpaceX technology.

Now the odds of a $TSLA + $SPCX merger have hit an all-time high of 60%.

[Van @vanazadiann]

I THINK AMAZON IS ONE OF THE MOST UNDERVALUED MEGACAP STOCKS.

AWS is benefiting from exploding AI demand.

Robotics could dramatically reduce operating costs.

Both could drive substantially higher free cash flow.

$AMZN bears, tell me why I'm wrong.

[Van @vanazadiann]

ONE OF THESE AI STOCKS WILL MASSIVELY UNDERPERFORM OVER THE NEXT 5 YEARS.

$NVDA
$AMD
$MU
$PLTR

Which one are you betting against?

And why?

[Van @vanazadiann]

TESLA AND SPACEX MERGER ODDS JUST HIT 55%.

A flying Roadster.

Two Elon Musk companies potentially becoming one.

$TSLA shareholders, would you support this merger?

[Kalshi @Kalshi]

BREAKING: Tesla to unveil "flying" Roadster today

Odds Tesla and SpaceX merge within the next year skyrocket to 55%

[Van @vanazadiann]

THE BIGGEST WINNER FROM ROBOTAXIS MIGHT NOT BE $TSLA.

$TSLA builds the vehicles.

$GOOGL owns Waymo.

$NVDA supplies the computing power.

$UBER connects riders with transportation.

Who captures the most value over the next 10 years?

[Van @vanazadiann]

How many $ONDS shares are you holding?

Under 100, 100-1,000, or 1,000+?

Drop your number. I want to see who's actually in this with me.

[Van @vanazadiann]

The hardest trade is doing nothing while a stock you like keeps falling.

Down 55% from the high doesn't mean it can't go down another 30%.

Size small, wait for confirmation, and never average down without a plan.

[Van @vanazadiann]

$ONDS levels going into Monday 👇

Support: $5.50-$6
Resistance: $7 (old support, now ceiling)

Reclaim $7 and the picture changes.
Lose $5.50 and the next leg down likely opens.

Not financial advice.

[Van @vanazadiann]

3 things I check before buying a stock that's down 50%+:

1. Is the drop from the price or from the business? Cheaper isn't the same as better.
2. Is there a base? Higher lows, not just a bounce.
3. Where's my exit if I'm wrong?

Most people only check #1.