JAY-C

@babyfolio Congrats! Is your entire portfolio just in @IBKR?

Portfolio update: $5.4M Officially 50% of my original $10M goal. I set that goal back in 2017, not long after I started investing, and seeing it now within reach feels surreal. A thing I have to talk about is option selling, mainly CCs, while they generated nice returns during a draw down, they have capped my upside massively during the recent run, I believe that without them I could be at around 6.5M today. The lesson learned is to utilize them on lower portions of my positions. I’m not stopping here though. The goals will keep getting bigger, and I’ll keep sharing my journey, research, and ideas publicly for free like I always have. That said, I’m also launching a subscription service for those who want beyond what I already do: • Live buys & sells • Ideas shared earlier • Direct access to DM and discuss anything. Some of my friends here got backlash over launching a subscription service, be gentle with me, it's definitely optional, non-subs get the same as always. 🫡 I genuinely appreciate everyone who’s followed along, engaged with the posts, challenged my ideas, and made this journey a lot more enjoyable. Hopefully we continue winning together for many more years.

@Vol888 @alojoh thoughts?

When $TSLA was dropping: “Everyone is selling to prepare for the SpaceX IPO.” Now that TSLA is rallying: “Everyone is buying because of the SpaceX merger.” 😄 Neither is true, narratives change with price. Structure is truth. 💎

@teslayoda @grok please explain

When Anthropic is a customer of your merger counterpart, you approve the merger. The table is being set.

@TheProfInvestor @grok do you agree?

There is a known curse. Whenever Tesla starts breaking out. The market is near a top.

I fondly remember the video where Volkswagen and other German legacy automakers openly MOCKED Tesla and Elon Musk as a joke. Elon didn’t just beat them — he wiped the floor with them, solved autonomy, and moved on to AI chips, humanoid robots (Optimus), and space. Legacy auto is still trying to catch up to cars!!! 🤣💀

@Gfilche Enjoy!! 🏌️‍♂️

Bout to be a 🔥 day

@PeterDiamandis @grok give me the TLDR

@elonmusk @grok can you give rough estimations of what this could/will cost?

That will be one hell of a building!

@marcfriedrich @MyLatinLife @grok pls Check

@MyLatinLife Panama 2 days

El Salvador just changed the game. 🇸🇻 My lawyers tell me a new law just passed and now residency requires only 90 days per YEAR of physical presence. (The residency historically had NOT been popular because it used to be 8+ months per year.) This is HUGE.

@alexwg @grok summarize please

@gothburz @grok summarize please

My net worth peaked at $1.2 million. None of it was real. I don't mean that philosophically. I mean it was located on servers that have since been turned off. I own eleven properties in the metaverse. Three in Decentraland. Four in The Sandbox. Two in Voxels. One in Otherside. And a beachfront villa in Horizon Worlds that I bought for $214,000 because Mark Zuckerberg called it "the next frontier." The frontier closed last week. It's a mobile app now. Last year I mass DM'd 340 people the phrase "you don't understand how early we are." I have since stopped doing that. Not because I was wrong. Because most of them blocked me. I got into metaverse real estate in November 2021. Everyone was buying. Someone paid $450,000 to be Snoop Dogg's neighbor. In a video game. With no legs. The avatars didn't have legs. I thought that was bullish. "The legs are coming," I told my Discord. "Legs are a roadmap item." Three hundred people reacted with rocket emojis. I called myself a "digital land baron." I put it in my Twitter bio. I put it in my LinkedIn headline. I said it on a podcast that had eleven listeners. Three of them were bots. The rest were my alts. My virtual property has more square footage than my actual apartment. My actual apartment has furniture. Location, location, location. My most valuable asset was a plot next to a virtual Gucci store. Gucci left in 2023. The store is still there. Nobody's in it. It's like a mall in Ohio but with worse graphics and no food court. I held. Diamond hands. That's what we said. "Diamond hands." It means refusing to sell while your investment loses 94% of its value. We turned financial paralysis into a personality trait. A guy in my Discord paid $2.4 million for a 618-parcel estate in Decentraland. Prime district. High foot traffic. I asked him what "foot traffic" meant when the platform had 38 daily active users. He said I didn't understand the technology. I didn't. I still bought more. We had a DAO. A decentralized autonomous organization. That means we voted on decisions. There were nine of us. Three never showed up. Two voted on everything without reading it. The other four were me and my alts. We voted to "acquire strategic parcels." The vote passed unanimously. I voted four times. My portfolio peaked at $1.2 million. I told everyone. I made a spreadsheet. I projected 40x returns by 2025. I made a pitch deck. The pitch deck had a slide that said "WE ARE BUILDING THE DIGITAL ECONOMY." The slide had a rocket emoji. That was my entire financial model. In 2023 I bought a Bored Ape for $189,000. It's worth $14,000 now. I don't talk about the Ape. I still use it as my profile picture. People ask me about it. I say "I'm long-term bullish." Long-term bullish means I can't sell it without crying in a Panera. My mom asked me what a Bored Ape was. I said "digital art on the blockchain." She asked why it cost more than her car. I said "you don't understand Web3." She said "I understand you live in a studio apartment." She's not in my Discord. Justin Bieber bought one for $1.3 million. It's worth about $90,000 now. I felt better about mine after I heard that. That's community. WAGMI. We're All Gonna Make It. We said that every day. In the group chat. While the floor dropped. While the volume dried up. While 95% of all NFT collections went to zero. We're all gonna make it. None of us made it. But we said it with conviction and a laser-eye profile picture. That counts for something. It doesn't. But we said it did. That's decentralized consensus. Meta spent $84 billion on the metaverse. I need to say that again. $84 billion. More than the GDP of Luxembourg. More than the GDP of Iceland, Luxembourg, and Malta combined. They spent it on a platform where the avatars had no legs, the graphics looked like a 2006 Wii game, and the peak user count was lower than the lunch rush at a Chipotle in Des Moines. They just pulled Horizon Worlds from VR headsets. It lives on as a mobile app. My beachfront villa is now a mobile app. Location, location, location. Zuckerberg renamed the entire company for this. Facebook became Meta. A $900 billion company changed its legal name because the CEO watched Ready Player One and said "I want that." Reality Labs lost $10 billion in 2021. $14 billion in 2022. $16 billion in 2023. $18 billion in 2024. $19 billion in 2025. That's not a strategy. That's a speedrun. They laid off 1,500 Reality Labs employees this year. Shut down three VR studios. Killed Supernatural. Put the entire VR social vision in a casket and said "we're pivoting to AI and wearables." The pivot took four years and $84 billion. I pivoted too. I'm an AI real estate investor now. I bought a virtual plot in an AI-generated world that doesn't exist yet. The founder said it was "the intersection of spatial computing and large language models." I don't know what that means. I gave him $40,000. He has a whitepaper. It's 47 pages. I read the title and the tokenomics section. The tokenomics section is a pie chart. I love pie charts. They make everything look like a plan. The project has a roadmap. Q1: "Build community." Q2: "Launch beta." Q3: "Scale ecosystem." Q4 is blank. Q4 is always blank. That's where the exit scam goes. My accountant asked me to value my metaverse portfolio for tax purposes. I said $1.2 million. He said "current market value." I said $6,400. He stared at me for eleven seconds. I know because I counted. He asked if I had any other investments. I showed him my NFTs. He stared for longer. I told him they were "cultural artifacts with long-term provenance." He asked if I'd considered a 401k. I told him a 401k was "legacy finance." He told me to leave his office. The metaverse is dead. I don't accept that. I am a digital land baron. I own eleven properties across four platforms. I have a beachfront villa in a mobile app, a plot next to an empty Gucci store, and a cartoon monkey that cost me more than my actual car. Location, location, location. The location is nowhere. But I'm early. I'm always early. That's the same as being wrong except you get to say it with confidence.

@sparbuchfeinde @Tesla

Ich war heute tanken. Diesel für 2,18 Euro den Liter. Vor 3 Wochen lag der Preis noch bei 1,65 Euro. Ich bin Pendler. Keine Chance auf Homeoffice. Sprit ist ein größerer Kostenblock in meinem monatlichen Budget. Die Tankfüllung hat 109 Euro gekostet. Fast 30% mehr innerhalb weniger Wochen. Von den 109 Euro auf der Rechnung gehen 65 Euro direkt an den Staat. Die Lage in der Tankstelle war dementsprechend angespannt. Viele Kunden mit Wut im Bauch. Aber dann hat uns der Kassierer darüber aufgeklärt, dass sich jetzt alles ändert. Die Preise dürfen nur noch 1 x am Tag erhöht werden. Die Regierung entlastet uns alle. Was für eine Nachricht! Spontane Freude brach aus, fremde Menschen lagen sich vor Erleichterung in den Armen. Alle haben vor Freude geweint. Ich musste dann aber trotzdem 109 Euro für die Tankfüllung bezahlen.

@alex_avoigt @grok why is Austin not expanding? Only Bay Area…

444 Robotaxis and counting. We can assume that Austin's Robotaxis and unsupervised vehicles are not currently expanding further, as Tesla wants to wait for the delivery of the Robocabs once the factory starts mass production shortly and all regulatory tests are completed. Exciting days ahead. $tsla

@JOBhakdi @gork what do you think?

Tesla requires extreme patience. Ideally not patience , but a non-discretionary position you don’t touch, ever. Covered calls are also very dangerous. Tesla is one of these stocks that has a generational run every five years (likely also one this year) where is goes up multiple hundreds of percent. If you miss that run, you miss out on 5 years waiting.