Carson

I think after I add $ZETA tomorrow, I'll be ready to hit $100,000 in 2026 I think 16 positions in perfect! Here is my dream allocation - 12% $AMD - 10% $META -10% $SGOV (at least for now) - 8% $ASML - 8% $GOOG - 8% $AMZN - 5% $CELH - 5% $ADBE - 5% $CAKE - 5% $GRAB - 4% $NKE - 4% $PYPL - 4% $CRM - 4% $SOFI - 3% $NU - 3% $ZETA - 2% cash Is this a perfect portfolio?

@BagholderIQ Me and my girlfriend are debating something, we don’t plan to get married for a couple years

@CarsonTalkMoney $10k is cheap Wait you are way too young though

Is spending $10 K on a wedding worth it?

@investingbyGenZ How not?

@CarsonTalkMoney That’s not a MOAT

This a great question... Does $SOFI have a moat? I would 100% argue yes — and it comes down to how sticky their products are For example: Once a user sets up direct deposit and begins using $SOFI more and more for daily life, why would they switch? If you have - Loans - Credit Cards - Stock + crypto investing - Banking - Credit score monitoring + much more All inside Sofi, why would you want to move everything off of them? Everything is super easy and you honestly could do everything on Sofi you want... Once you in the ecosystem your not leaving and with them growing 1 million users last quarter, I'm as bullish as ever That's why I continue to buy $SOFI

This is why i’m leaning towards just stock and crypto investing I feel like the headache isn’t worth it in 2026 What do you guys think?

@bigbobinvests Why is $META under $603…

@CarsonTalkMoney Oh my man is fucken buying the dip dip.

$SOFI Decided to buy a share on this dip for my little cousins investment account

Why is $META about to be below $600??? We are now sitting at a 20 FWD PE! Do you guys think $META is a below average company, this evaluation is silly IMO I went ahead and bought another 0.1 shares today :)

@bigbobinvests Yes sir!!!

@CarsonTalkMoney They all really do. Did you end up buying the dip today ?

@GameOfMarketss Yes sir! Me and my girlfriend have been buying the crap out of $SOFI

@CarsonTalkMoney 5 more shares on a downtrend with no fundamental news is exactly how conviction positions get built. Noto paying $17.88, you paying less, Muddy Waters providing the dip. the accumulation phase rarely feels comfortable while it's happening

I bought another 5 shares of $SOFI! It continues to trend down on no news, so I’ll be joining Noto in buying more

@TILResearch They both have a massive competitive advantage which is no physical branches, that unique to both of them Do you think both $MA and $V have no Moat?

@CarsonTalkMoney How can multiple companies have the same moat? Wouldn't that make it not that great of a moat?

@LongGameEquity Yeah it’s pretty crazy, them and engineers

@CarsonTalkMoney A lot of teachers are millionaires oddly enough

This makes me want to become a teacher... I initially wanted to be a teacher, but I'm debating it because the money I think being a history or finance teacher would be so fun :)

@MatthewInvests Did you add anything else today?

@CarsonTalkMoney Awesome! Added 2 shares at 16.65 earlier today!

@MatthewInvests I love it! I’ll keep buying over time :)

@LuisQalberto12 I invest as much as possible TBH, it’s normally around $3 K a month I just throw $290 in my Roth some in $BTC then the rest in my taxable account

@CarsonTalkMoney Quick question, how much in total do you invest monthly after covering your expenses, you invest weekly a certain amount, twice a month? Or how you keep your buys?

Payday has arrived!!!! Here’s how I break it down - $290 Roth IRA - $125 $BTC - $50 car insurance - $900 Carson Fund - $216.73 Fidelity Cash Total spend -> $1,581.73 What would you guys do differently?

@MrPartridgee Yeahs it’s pretty red again… at least I got some CC making me money

@CarsonTalkMoney wtf?

@TheSilentAnlst I 100% agree! Them $CELH, $META and many more look great :)

@CarsonTalkMoney Too good of an opportunity to pass up on!

@BagholderIQ Very cool! I got a couple of greens today :) Mainly $CELH

@CarsonTalkMoney $DAVE is my only stock up today which says something

@CashCascadeX I bought as low at $5, but have averaged all the way up to $14 or something I feel good buying it under $20

@CarsonTalkMoney If your average is $7, adding here is a great way to scale in. Solid long-term conviction.

16 popular stocks down HUGE from their ATH 1. $COIN -51% 2. $MSTR -70% 3. $SOFI -47% 4. $HOOD -50% 5. $DOUL -81%…see more

@BrianSOTELI They offer significantly more products than the average bank, I don’t see how that’s not a moat

@BrianSOTELI So you can buy stocks, crypto and trade options through JPM Morgan? I didn’t know ever bank offered that, good to know

@jjacobpeterson I love it! Have fun :) Do you have anything fun planned down there?

@CarsonTalkMoney My mom’s been down there for a couple months so just visiting her, and getting out of Minnesota for a little bit. Just in Florida for the weekend

Catching a flight to Florida here in a couple hours. Good luck to everyone who has March madness brackets.