O-RIKU

Can’t wait until $ONDS is trading 5-10x higher from current levels and people ask how I knew to buy “so much.” I fully expect to get the same comments as I currently receive regarding my $RKLB position. When I built my $RKLB position, it was similarly in the single-digit dollar range with a market cap around $4B (just like $ONDS now) - but I wasn’t on X at the time. Now that I’m on X, everyone can see me building my $ONDS position to a much higher share count than I did with $RKLB. Just a few shares at a time too (today I bought 5 shares). My portfolio has grown quite a bit in the last few years, but I still don’t consider myself wealthy and have a pretty average salary for my age. I can’t afford to buy 500 or 1000 shares whenever I want without liquidating other positions. But I don’t need to. Small buys are just fine at this point. So don’t complain in 2030 if $ONDS is $70+ and you missed out because you thought buying a few shares here and there wouldn’t add up. NFA

Something different. As an investor, I look for what I call "ambitious failures". CEOs moving quickly, taking big swings, and striking out every once in awhile is not necessarily a bad thing. Big thinkers and innovators play big. But as a shareholder betting on asymmetric returns, I WANT my leadership to play fast + play BIG. Couple examples of founders moving fast, playing big (and sometimes flopping): > bezos launched $amzn's fire phone, it flopped > zuckerberg went all in on metaverse, flopped > $coin's nft marketplace flopped > $gme's ryan cohen ballsy move to try to buy ebay ..an absence of "ambitious failures" can be a sign that leadership isn’t taking enough asymmetric bets. So the execution/outcomes are not the only thing I look for in a leadership team...I want to see a recurring theme of having the balls to play big. 1) Kaz at $OPEN is playing big 2) EB at $ONDS is playing big 3) Vlad at $HOOD is obv playing big I want to see evidence of epic vision.