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This account hunts the next Amazon or Meta: founder-led companies in emerging industries with 10x–100x potential over 5–10+ years.
Core criteria:
•Started and still driven by the creator/founder (visionary bets, early Bezos/Zuck style)
•Disruptive themes: AI infra, quantum, space, next-gen energy, autonomy
•Asymmetric setups — lower valuations relative to massive long-term TAM
•High-risk/high-reward moonshots (small ~5% sleeve)
Current focus (no order):
$PLTR (Karp)
$TSLA (Musk)
$MSTR (Saylor)
$CRWV (Intrator)
$IONQ (Chapman)
$RGTI (Kulkarni)
$LAES (Moreira)
$ASTS (Avellan)
$RKLB (Beck)
$HIMS (Dudum)
$OKLO (DeWitte, recent add)
Bets on founder conviction + physical/AI disruption where the market hasn’t priced in trillion-dollar futures yet. Long-term compounding, not trading.
Volatility expected. In for the ride.
DYOR
What founder-led disruptors are you watching?
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