Griba K
283 posts




I’m down over 4.5mil on my $IREN position.






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.



제가 Etf 추천은 잘안하는데, ais <- 이거 운용하는애 주잘알에 쌉고수인듯 연4회 리밸런싱인가 할튼 찾아보시고 눌릴때마다 진입하면 ㄱㅊ을듯요





























