ThriveSnap

@aleabitoreddit Wow. $SIVE keeps going up.

$SIVE is the largest beneficiary of brand new events this weekend: 1. Sivers new NASDAQ index inclusion (OMX Stockholm): Both Vanguard and Blackrock are new passive inflows. With ~$60M+ pure buying pressure inflow, into existing float, together with MSCI next week. 2. US Gov and Sweden sign agreement for joint tech collaboration. $SIVE is one of the few CHIPS act recipients, and especially in Sweden. And if you don’t remember, they received another $6.6M CHIPS act award last week. Making $SIVE heavily supported + critical to the US government. - TLDR: New passive institutional inflow from your largest US institutions like Blackrock/Vanguard. Compounded with US government backing into $SIVE. Over the weekend. Beneficial for fundamentals (revenue/TAM from Pentagon supply chains) and inflow from Blackrock/Vanguard/MSCI/NASDAQ. Extremely bullish.

@ManglaniAkshay @aleabitoreddit I was about to ask the same question. Better view is the performance tab.

@aleabitoreddit I know what it is haha, IBKR does it. This is Time weighted returns (TWR) right? Still absolutely crazy but those IBKR numbers hit different when you're adding capital over time lol

2 Year Return: 22,561.99% Pretty decent, right anon?

@ShardiB2 Pretty much all chips are doing the same chart

$AMD ON FIRE

@FranVezz Looks very much like the $BE chart. Was wondering why you posting it twice. 😀

A stock that makes me a little nervous, but 10-week support is one of the best risk/reward spots you will find. Ripped off it last time, will $LITE come up big again?

@Venu_7_ Was just checking the charts and was wondering the same. 21EMA should hold

Major leaders are now testing the 21-day EMA while still showing strong relative strength. $ALAB $TWLO $MU $MRVL $ARM $VIAV $TSEM $ADI $NXPI $SNDK $WDC $STX $NVDA $INTC $ACMR $UMC $MXL $BE This is where strong trends usually reset before the next move higher.

@YodaStockInvest You don't need to tell her. But also don't hide it if the discussion comes up. When you plan to get married, and when assets and income comes into discussion that's when you have to tell her.

Should I share my portfolio with my girlfriend or not? My situation: I’m 22 years old with a portfolio worth 200k

@Sandeman52 Keep to yourself unless she asks. If income and assets aren't discussed, then no point in bringing it up

Yoda is 22. Net worth 200k. Most likely he will have millions in his 30s, probably could retire early, live an amazing like. Should he tell his girlfriend…who he says by his own words “is the one” his money situation? I want answers only from guys who are 30 and older. Can someone give this young buck advice. I already gave my opinion in the original thread.

@aleabitoreddit Why is X marking your image as adult content? 😂😂

I only came to Japan to do first person DD on Harmonic Drive (6324) and Towa (6315). Not sure what everyone else is doing in the evenings there…

@ShardiB2 Told ya 😀

This frigging App Store approval process is going to be the death of me...

@RemoteNavigator All good. Its still the largest in the portfolio. So thought you haven't scaled out yet.

@ThriveSnap I have cut 15% so far haha. I have followed the stock for too long to just dump it all at once. That is why I said scaling. I know, it is kind of a cop out haha.

Portfolio Update: Space, AI and Energy 🧭🌱 I've spent the last few weeks refining my holdings to better reflect a transition toward an ethically focused, infrastructure-heavy portfolio. The goal is to move away from war-enablers and dirty energy stocks, and focus on the physical backbone of the AI revolution. I have also tried to focus on early plays, many of which have already started running. Time will tell for the others. Ultimately, I have tried to create a portfolio that I can more comfortably step away from if I need to, staying away from pump stocks and pre-revenue businesses. Full breakdown 📊 Cash: 3.0% Space Technology: $RDW 10.8%, $LUNR 6.6%, $ASTS 6.0% Semiconductors: $CRDO 10.9%, $QCOM 8.6%, $INDI 3.2% AI Data Centre: $DGXX 8.0%, $CIFR 5.5%, $BRUN 5.0%, $VIVO 2.6% AI Storage & Software Solutions: $NTNX 6.1%, $P 3.4% Social Media: $RDDT 8.3% Critical Minerals: $USAR 3.5%, $MP 2.7% Energy Storage: $NRGV 3.6%, $EOSE 2.2% $DGXX (Digi Power X Inc): A core pillar of this strategy is the significant position in $DGXX, which serves as my primary anchor for the high-performance computing (HPC) and Cerebras ecosystem expansion. $BRUN (Boost Run): The first one people are going to look at and think, "What is that?" $BRUN is a recent merger IPO that provides specialised GPU-as-a-Service (GPUaaS) and has the NVIDIA Exemplar certification. If you want to dive deep into how they fit the Nebius-style growth profile, check out this Substack article: theinvestorchannel.substack.com/p/i-found-nebi… $INDI (Indie Semiconductor): This is my small-cap semiconductor play. $INDI specialises in the automotive transition, specifically high-growth areas like ADAS (Advanced Driver Assistance Systems) and user experience for the next generation of electric and autonomous vehicles. $NRGV (Energy Vault): A cornerstone of my transition toward greener positions. Unlike traditional chemical batteries, Energy Vault uses gravity-based and multi-chemistry storage solutions designed for long-duration grid stability. It’s an ethical winner with a 98th-percentile ESG score and a $1B+ backlog. $VIVO (VivoPower): A sustainable infrastructure play focused on critical power for datacentres. Their recent move into 100% renewable-powered facilities in Europe aligns perfectly with the need for low-carbon AI processing power. Disclosure: I currently hold positions in all stocks shown in the pie chart. Shared for documentation and transparency only – not financial advice or a suggestion for your own portfolio. Please DYOR!

Massive news for $SIVE $SIVEF

@aleabitoreddit Wow. Massive news for $SIVE $SIVEF

Wow, $SIVE to be listed in the MSCI Global Small Cap Index. This is overwhelmly positively as it triggers more passive inflows as the MC grows. Rebalancing takes places May 29th.

@aleabitoreddit Missed $CGNX?

Here's the humanoid exposure crowdsourced list: - $OUST - Rainbow Robotics (277810) - $AMBA - Ubtech Robotics - $MKA - Nextronics - $SYM - Harmonic Drive (6324) - $VPG - Beijing Geekplus - $MBLY - $ARBE - Nabtesco (6268) - $SERV - $HSYDF - Robotstrategy - $ZBRA - $CATL - $ABB - $BOT - Unitree (not public yet) - $LSCC - Esunny Robot (300024) - $NOVT - $RR - $PDY - Hesai (2525) - $SHA.DE - $XBOT - $XPEV - $BAM - $ALNT - 6268.T - $AMBQ - $ATOM - $MRAM - $ISRG - $HLIT - Robosense (2498) - $HG - $ACUVI - $CGNX - $KLIC - $BSL - $AEVA - $AUR - $CTH.V - $IMSR - $NEO - $KDK - $MRLN - $KITT - $INDI - $NOVT Off the top of my head: Harmonic Drive, $OUST, $BOT, $VPG, $MBLY, and Ubtech showed up the most. Will start doing DD into mentions.

@RemoteNavigator That's just the early votes. You still got 7 hours. Just kidding..😂 I didn't see the poll. I would vote yes too.

That is pretty emphatic! I will share my portfolio a few hours before market open. Be sure to have notifications on if you are interested in seeing it.