The Chairman's Ledger

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The Chairman's Ledger

The Chairman's Ledger

@ChairmansLedger

Ex-IB. Ex-Founder. $100M+ exit. Former Special Operator. Defense tech, AI infra, Space, BTC, public market asymmetry.

Katılım Mayıs 2026
34 Takip Edilen2.3K Takipçiler
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The Chairman's Ledger
The Chairman's Ledger@ChairmansLedger·
New account, so here’s the short version. I started at JPM. Built a company. Sold it for $100M+. Served in places where risk was not theoretical. Now I spend my time looking for public companies sitting at the intersection of capital, technology, and strategic necessity. Defense tech. AI infrastructure. Space. Bitcoin. Critical infrastructure. I am not here to post 50 tickers and celebrate the ones that work. I am here to find the few names where the market is using the wrong frame. Old category. New asset. Messy transition. Right team. Massive demand pull. That is where the asymmetry usually lives.
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The Chairman's Ledger
The Chairman's Ledger@ChairmansLedger·
I’ve been extremely lucky and fortunate, and I try not to forget that. Luck runs deeper than people think. Your level of intelligence, your temperament, the discipline you somehow develop, the risks you can tolerate, and the pain you’re able to survive. We like to tell clean stories about character and achievement, but a lot of the inputs were assigned.
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The Chairman's Ledger
The Chairman's Ledger@ChairmansLedger·
New account, so here’s the short version. I started at JPM. Built a company. Sold it for $100M+. Served in places where risk was not theoretical. Now I spend my time looking for public companies sitting at the intersection of capital, technology, and strategic necessity. Defense tech. AI infrastructure. Space. Bitcoin. Critical infrastructure. I am not here to post 50 tickers and celebrate the ones that work. I am here to find the few names where the market is using the wrong frame. Old category. New asset. Messy transition. Right team. Massive demand pull. That is where the asymmetry usually lives.
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Mike Kuczborski, CPA
Mike Kuczborski, CPA@MikeKuczborski·
@edge_of_power @ChairmansLedger I read zero arrogance in his comments. My gut says his commentary is based upon experience and conviction. That’s a powerful combination of applied without emotion.
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The Chairman's Ledger
The Chairman's Ledger@ChairmansLedger·
A lot of people asking about $IREN vs $NBIS in the comments. Full disclosure: I owned both. I sold $NBIS and doubled down on $IREN. Not because $NBIS is bad. Because from here, I think the better forward asymmetry is $IREN.
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Ted
Ted@TedPillows·
$BTC is still in the Wyckoff distribution phase. The bottom isn't in yet.
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Black Panther Capital
Black Panther Capital@BlackPantherCap·
I recently connected with this guy here. He seems legit. Cool. Great approach to investing in terms of perspective of companies like $ONDS, but also investing in terms of; emotions, strategy, mindset. Give the guy a follow 👊 Find him here: @ChairmansLedger -BP
The Chairman's Ledger@ChairmansLedger

New account, so here’s the short version. I started at JPM. Built a company. Sold it for $100M+. Served in places where risk was not theoretical. Now I spend my time looking for public companies sitting at the intersection of capital, technology, and strategic necessity. Defense tech. AI infrastructure. Space. Bitcoin. Critical infrastructure. I am not here to post 50 tickers and celebrate the ones that work. I am here to find the few names where the market is using the wrong frame. Old category. New asset. Messy transition. Right team. Massive demand pull. That is where the asymmetry usually lives.

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The Chairman's Ledger
The Chairman's Ledger@ChairmansLedger·
@BlackPantherCap Really appreciate this. Trying to bring signal, discipline, and useful perspective to a noisy room. Glad it’s resonating.
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The Chairman's Ledger
The Chairman's Ledger@ChairmansLedger·
@edge_of_power Hope is not the thesis, but if management keeps executing, scarce infrastructure will not need to beg for demand.
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Edge Of Power
Edge Of Power@edge_of_power·
@ChairmansLedger I hope Uncle Jensen will get them a deal before too long. They seem to meet all the requirements.
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Tim Denning
Tim Denning@Tim_Denning·
I don’t trust passive income gurus.
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The Chairman's Ledger retweetledi
Molly O’Shea
Molly O’Shea@MollySOShea·
Coatue CIO of Public Investments Jaimin Rangwalla explains why the market is rewarding AI infrastructure suppliers ..and punishing the hyperscalers buying the shortage: YTD Return: Sellers ~107% Buyers ~4% "Amazon & Google are in an unusual camp" Full list: Sellers of Products in Shortage: - Broadcom - Coherent - Marvell Technology - GE Vernova - Lumentum - Samsung Electronics - Micron Technology - NVIDIA - TSMC - SK hynix - Western Digital - Seagate Technology - SanDisk Buyers of Products in Shortage: - Amazon - Google - Meta Platforms - Oracle - Microsoft @coatuemgmt
Molly O’Shea@MollySOShea

NEW: Exclusive Interview with Jaimin Rangwalla, Chief Investment Officer of Public Investments at Coatue In @coatuemgmt's Spring 2026 Investor Update, Jaimin walks through the unexpected winners of the AI cycle: memory, optical, CPUs, & the infrastructure layer quietly outperforming the Mag 7. We cover: - Why Coatue is "following the gigawatts" - Private companies breaking into the global top 25 pre-IPO (OpenAI, Anthropic, SpaceX) - Cash flow transferring from hyperscalers to AI infrastructure - The $12T funding engine behind the AI buildout - Sellers of shortage vs. buyers of shortage - The Token Economy - The CPU/GPU flip reshaping compute demand - Coatue's $6T+ AI market estimate - Agents launching agents / "1,000 analysts working 24/7" Read the full deck & watch the update replay below 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Jaimin Rangwalla, CIO of Public Investments at Coatue (00:56) Inside Coatue HQ (02:48) Investor Update Kickoff (04:36) Mapping the AI Stack (06:02) Why Supply Stays Tight (07:03) How Jaimin's Became CIO (10:43) Private Giants vs Mag 7 (12:40) Market Breadth and Reordering (15:24) Where AI Revenue Comes From (17:04) Tokens and Economy (19:43) Agents Change Everything (21:58) OpenClaw Explained (24:49) Memory Demand Explosion (27:12) Architecture Shifts Ahead (27:24) Agents Gain Memory (27:58) CPU Demand Surge (28:38) CPU GPU Ratio Flip (30:21) Key Chip Players (30:45) Intel Comeback Thesis (31:41) Semis Go Mainstream (33:24) Nvidia Mania and GTC (33:59) Tracking Data Center Buildouts (35:21) Jobs Lost and Created (37:30) Sellers Versus Buyers (40:54) Optical Breakouts (41:27) Bottlenecks Everywhere (44:48) Sentiment Versus Fundamentals (47:10) Handling Volatility (49:17) Finding New Leaders (51:18) Trillion Dollar IPOs (52:48) Risks and Disruptions (55:00) Coatue Growth Story (55:58) Staying Curious to Win

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Billions777888
Billions777888@Billions777888·
For some reason I think this new guy on X really knows his sh*t. So I think this bodes very well for $IREN and he also likes $DGXX! @ChairmansLedger
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The Chairman's Ledger
The Chairman's Ledger@ChairmansLedger·
@RoInOrbit I rode $RKLB from the 40s. Amazing company and I think the thesis keeps getting stronger. $ONDS still looks materially undervalued to me. $ASTS is different. That one has generational company potential if they execute.
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Ro@RoInOrbit·
@ChairmansLedger Do you think it’s frothy at these prices? I’ve already got $RKLB as my main position but looking at $ASTS and $ONDS. Going with $ASTS though.
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The Chairman's Ledger
The Chairman's Ledger@ChairmansLedger·
Quick observation from Day 6 on X: There is a lot of emotion out there. If you want to make money, you need to be ruthless. Drop the ego, bias, and attachment. Hold the line until the thesis breaks. You can like the story, the company, and the culture. Just do not let any of them own your capital.
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@sedonaroxx @MikeKuczborski @edge_of_power @TedPillows @OneLuckyLobster @BlackPantherCap @SVBriskmanager @elonmusk