ASYMetric
417 posts


The top 10 contributing stocks (on a dollar basis) to our +4,000% portfolio return over 29 months:
- $VIAV @ $13.58
- $OSS @ $4.71
- ethereum:0xc18360217d8f7ab5e7c516566761ea12ce7f9d72 @ $112.87
- $AMKR @ $24.35
- $IRDM calls @ $20
- $VLN @ $1.57
- $BLDP calls @ $4
- $VPG @ $53.16
- $NBIS @ $23.92
- $SYNA @ $85.78
Stock Talk@stocktalkweekly
At the beginning of 2024, I started sharing my portfolio transparently with thousands of subscribers. Every live entry, exit, weighting, and thesis. Today, total portfolio return crossed +4,000% Stock Talk Portfolio +4,029.68% vs. +57.08% for the S&P-500 over the same period.
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@stocktalkweekly @swordsmith Hello,
I just joined for dischord I believe and paid …. How do I get the invite.
It has charged thru my Apple Card already
Thanks
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@swordsmith There is no premium content on the X subscription, it's just for priority DMs and to support the free content. Portfolio and all live trades are available on Whop/Discord only.
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@stocktalkweekly @scribbles_kim Guys,
I joined yesterday and paid…. How do I get the dischord set up ? Will I be sent an invite sometime ?
Thanks.
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@scribbles_kim If he shares your account, yes. And yes it’s all on Discord. whop.com/stocktalk/stoc… to sign up.
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Portfolio update posted at whop.com/stocktalk/stoc…
34 positions across 8 thematic baskets.
Top 4 baskets: Robotics - 30.6%, Power - 25.7%, Datacenter - 22.9%, Telecom & Voice AI - 16.4%
Performance metrics:
YTD: +245.24%
Past 1-Year: +1,600.71%
Since 01/01/2024: +4,036.83%



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@lesser_mfl @IOHK_Charles This would be consistent with being from makawao HI. 💪
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For all you Charles Hoskinson haters this is who he really is. I have the pleasure and honor of calling him my friend. I visited him in Miami to talk about AI assisted medical records. We finished at about 11pm. Next morning we had breakfast. He literally had gone back to his hotel room and built a model for the possible effects of the Hantavirus working until 2am. This is the actual Charles. Anyone who thinks he’s a scammer or otherwise someone who doesn’t have the highest integrity and care for people simply doesn’t know him
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@ZeeContrarian1 To short it at the appropriate moment with 3 digit leverage not available in traditional finance. Pack your parachute…
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All about the trade that’s so overhyped you’ll be physically sick of hearing about it by tomorrow
The JPM COLLAR DEEP DIVE
Caution: not for tourists or “new” options traders
youtu.be/bcYUoSpcCTY?si…

YouTube
Andy Constan@dampedspring
Tell me about the pain trade?
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"a first step towards becoming a Kardashev II-level civilization." - Elon Musk
In the last three weeks:
SpaceX acquired xAI, merging the world's largest rocket company with one of the fastest-moving AI labs on the planet. SpaceX valued at $1 trillion.
The stated goal of the merger: build orbital data centers. A constellation of a million satellites that generate AI compute in space, powered by near-constant solar energy with near-zero operating costs. Elon Musk's words: "Within 2 to 3 years, the lowest cost way to generate AI compute will be in space."
The math he laid out: launching a million tons per year of satellites generating 100 kW of compute per ton adds 100 gigawatts of AI compute capacity annually. The long-term path is 1 terawatt per year from Earth launches alone. And with lunar factories using electromagnetic mass drivers, 500 to 1,000 terawatts per year into deep space.
Elon Musk also announced SpaceX is building a self-growing city on the Moon. Target: under 10 years. First uncrewed landing: March 2027. Lunar manufacturing will feed the orbital compute network. Factories on the Moon building satellites and launching them deeper into the solar system.
And the rocket that makes all of it possible, Starship V3, with 100+ tons to orbit, orbital refueling, and Raptor 3 engines, is targeting its first flight in mid-March. The plan: launches every hour, 200 tons per flight, millions of tons to orbit per year.
The most powerful rocket in history. Aimed at the Moon. Designed to launch the largest AI infrastructure ever built. Weeks from flying.
It's happening.

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@CryptoBigTex @WKahneman Are you saying you think that people will lose money purchasing XRP and holding it?
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@WKahneman Claver built his business and continues to build a business on a MAGA like cult. People are using a certain XRP narrative to make a fortune and a lot of people will lose a lot of money for it
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ASYMetric retweetledi

@TeslaFinanceNow Elon, is this legit ? It is happening at your house in your front Yard on X... @elonmusk
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@JohnMcEnroe are they shining a flashlight 🔦 in your face ?
What’s going on ?
The match is about to start…. Have them get that lightsaber away from your eyes!
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@IOHK_Charles CH, D from Makawao here…. Try apple cider vinegar 1tsp diluted and with a chaser every night before bed for the Gout. Takes 6 months but works wonders Brah.
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omg... Claude Code in the browser?
Imagine if Replit/Lovable used Claude Code as their default model to build Web Apps and Mobile Apps..
That's what @v_computer just released.
And first month is FREE for 12 more hours.
Reply below i'll DM details.
x.com/vibecodeapp/st…
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@v_computer I am in. But only because you married Serena. Hit me with that code bro.
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@GraphCall Yes Sir. Did u read the detonator thesis…. Japan meets mar 31st I think.
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19/ The BDC is a proxy for the weak borrowers companies (as identified by the BIS) to refinance and leverage up, if the flow of funds in PE/ BDC stagnates or reverses, the gig is up because failed refinancing equates bankruptcies which itself induces providers of capital to pull out, which works into a feedback loop until the bad credit has been cleaned up.
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@xrpmickle @Vet_X0 sovereigns would use it to transfer once everyone pegs to gold... it is heading this way I think. I hear there are insider gold industry companies working on this out of switzerland for delivery;.
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