Lando

Over the past few weeks I've become increasingly less active on X. The majority of this is due to my semester ending, final projects/exams, and just overall business of life. While this isn't a farewell post, I do think I'll spend less time creating (as I've said in previous posts). And the reason is simple: I simply do not have enough understanding or experience to create value. That is the long term goal of this account and what I want to do as a man in the professional world. Now, that doesn't mean I'll stop posting or sharing my ideas. Those are different things and I still think I have valuable experiences to offer, just not in regards to the market/life scenarios. With that said, I'll be spending more time reading, learning about history, pattern recognition, analyzing/researching companies, and overall becoming a more complete man. The man I want to become. At 19, almost 20 now, I'm extremely busy working 2 jobs, full time student, and now full time as an intern this summer. My time will be spread very thin and X posts/activity will suffer. I will still post my thoughts when I see fit on topics/research I find interesting, but activity will drop significantly. I appreciate every single follower, friend, and mentor I have on this platform. I genuinely love learning and hearing alternate points of view on stocks, life advice, or anything for that matter. This platform is easily the best one I've been on, and I hope to engage with more of you soon. If you read this far, you're awesome. Go build you! - Lando

@accounting_ds Looks good brotha 👀

QU JAPAN BISTRO & BAR Philadelphia📍 Rewarding myself with sushi and sake after a long week of hard work Hope everyone has a great weekend🍻

@AHAmoment888 @IREN_Ltd @MirantisIT I think they have a PR problem. Definitely needs work, I think it’ll improve with time though!

@LandoInvests @IREN_Ltd @MirantisIT If this is the new plan, more than happy with the outcome. But acknowledging the past is important for trust for shareholders.

This acquisition is what @IREN_Ltd needed, only thing we need is @MirantisIT verified 🤣 $IREN

@AHAmoment888 @IREN_Ltd @MirantisIT I think it’s all part of the plan, just let it marinate a bit 😎

@LandoInvests @IREN_Ltd @MirantisIT This contradict IREN’s story of raw compute is the moat over the past year. Wished they would have acknowledged that was an oversight.

@TheEiffelFund @IREN_Ltd @MirantisIT Lmao it’s funny how much they post comparatively, it’s an elite acquisition

@LandoInvests @IREN_Ltd @MirantisIT I’m starting to think $IREN acquired @MirantisIT just for their social team.

@babyfolio @accounting_ds Well look on the bright side. Those Pennie’s you’re collecting are like Benjamin’s to me 🤣🤣

@accounting_ds @LandoInvests It's great, I shared it so others can learn, you get addicted to collecting pennies and you lose the treasure chest

Covered calls don’t seem to be great for most people I have only ever seen them effectively utilized for people who are multi millionaires The average guy trying to squeeze out every last penny on a name eventually gets burned I bet this happened to $NBIS bulls as well

@babyfolio @accounting_ds Oh my days 😭

@accounting_ds @LandoInvests Well, I think I gained 400k on Nebius and iren CCs And lost about 1.5m upside.

@shonohenry @valerijatrades1 Dawg we are not the same 🤣🤣

@LandoInvests @valerijatrades1 I have 20000 shares of iren

Increased my $IREN position to 200 shares in this dip. Hoping to be able to add more next week

@antibearthesis Wanna loan some to me? Congrats Noah that’s incredible 🔥

Just got my X payout $1,700 ready to deploy into this dip Which stock should i buy?

@amitisinvesting Probably both

Bill and Melinda Gates Foundation sold 100% of their Microsoft $MSFT position… The guy who created Microsoft just had his foundation dump the entire stake, 7.6M shares. Either he thinks Microsoft is over or he completely hates valuations in tech right now 😂

@accounting_ds Yeah even then not worth it just enter and believe 🎉😂

@LandoInvests CC are literally going short on a name, not much fun in that for a name you really believe in🤷🏻‍♂️ Agree CSP make more sense for scalping pennies lol

@jiahanjimliu Hell yeah Jim. I made $160 this week. Bought a ton of shares on the dip and I’m just gonna hold. I’d explain more in detail here but it makes sense for what I’m doing! Well done sir I think we’ll have a deal soon 👀

Closed my mid dated CC (exp July) and short dated CSP (exp today) for a good chunk more than my monthly take home pay. Open and closed position within 1 week. With pure profits re-opened CSP for next week 52 strike meaning I will buy at 52 next week if falls below otherwise I collect premium.

Been driving all morning on my way to Florida. I’ll be driving pretty much all day as well, into midnight 🤣🤣 Looks like markets are red…anyone buying the dip? I know I did $IREN

@SPACMANAGER LMAO

@LandoInvests Well done lando, I will be speaking at Princeton in June, if you want to fly in to hear daddy speak you’re more than welcome

Just wrapped up spring semester and I'm proud to announce: Dean's List and Semester Honors with a 3.74 GPA This semester was arguably my hardest ever with the uptick in coursework, working 2 jobs, actively investing, getting in shape, and posting on X With that I'll be heading to Florida to complete my ~10 week internship! I'm extremely excited to apply what I've learned and honestly think it'll be easier than being at school. I appreciate everyone that's supported me on this platform, and want you all to know that it means a lot to have you guys cheering me on To everyone on here that's helped me, thank you - Lando 🤍

@hungryinvestorx Thanks brotha on to the next!

@LandoInvests Well done! Many greater things to come 🥂

@kevinxu Thanks Kev glad you made 37% 😎

@LandoInvests that sounds like quite the grind, congrats! and this is all thanks to you

@XCapitalMgmt This is a lot of info and I love all of it. Thank you for this, I’m going to bookmark it and use this daily. Appreciate it XCap 🙏🏼🙏🏼

Sure thing! If you play this game long enough and well enough, you will make and lose more in a single day of paper gains & losses than you make in a year at your day job. But it can be hard when you first start a position to see red. There are a few mindsets that can free your mind from that pain: You have to remember that unless you buy the absolute pico bottom on your first buy, you're highly likely to see red early in your hold period. Which means focusing on your process (whatever that means for you) is paramount. And there's a mental trick akin to "there is no spoon" in the Matrix: you tell yourself that you want to own X amount of shares for your first position. If you get there on the first slug, you own the desired share count and you let your thesis play out. If you have dry powder, you can add to get to your desired share count or add more and beat your desired share count at a discount. Then just relentlessly test & retest your thesis as new information surfaces. So long as nothing thesis breaking surfaces, focus on that share count. Bonus points if you have a great video game to play on red days - if you treat red days like a reward with a game or anything else you enjoy, you can trick yourself into relishing them. And thinking in relative upside / downside terms really helps with all of the above. Let's say you love stock X at $100 and you think it's a 5x long term with 50% downside potential. That's tilted. If that same stock falls 25% after you buy but your thesis remains unchanged, then in theory at least, your downside is now $75 to $50 (less), and your upside is $75 to $500 (more). That ratio is even more tilted, and you get to up your share count. What's important with all of the above is that it's all games you play with yourself to make red days something to relish and lean into, rather than fearing them. As AI is increasingly used to outsource investment thinking, volatility will increase because investors will panic sell having not built the conviction themselves. You're young and time is your greatest advantage. If you can learn to pick winners (which most can do) and hold them through increasing volatility (which most cannot) you'll be unstoppable. Psychology is increasingly the differentiated skillset as AI is commoditizing the information / decision layer, but so long as a human can panic sell, human nature, and the laws of the jungle that drive panic selling, will rule.

Fantastic write up and read, loved the comparisons to the other Neo clouds earnings!! The time is now for $IREN. Expectations are high and the stars aligned for deals, next stop Aug 26’ 👀

@SylentTrade If you wanna help a brotha out I take any and all donations 🤣🤣

The new fed chair, Kevin Warsh, is getting tested. Expect some great buying opportunities. I am stacking as much $IREN & $SOFI I can before the next 100% move.