Grant

@Pongochch Makes total sense. Time to protect the nest egg. But keeping that 10% active is the best way for an old trader to stay sharp.

@West_Granthc I am a few years off giving my money to a professional manager and keeping 10% aside just to play around with. Nudging 60 need to think of the future

Kevin O’Leary says almost nobody can beat the S&P 500 by picking individual stocks “If you think you’re so good that you can pick stocks and beat the index, give it a try and learn the hard way. Virtually nobody beats the index” “What you should do is make it easy for yourself. Maybe put $1,000 into one account where you pick stocks, and another $1,000 into SPY, the ETF that tracks the entire S&P 500” “And then you’ll find out the hard way that you’re not that good. 90% of the time, you can’t beat it, so you might as well join it and stop trying to pick stocks”

@EricTNFL Bro, I followed you.

@West_Granthc Pair it. Although it’s the heaviest individual holding I have. Incredible execution and management team. Much better debt structure than competitors and leading their industry in innovation

@ficussg I've already followed you, and it's been a pleasure chatting with you. It would be great if we could exchange ideas.🤝

@West_Granthc Both

@ficussg Makes total sense. Beating the benchmark long-term is a grind, so playing both sides is the way to go. Plus, the market sense and conviction you build from managing your own book is something passive investing just can’t teach you.

I fear Trump skipping his son's birthday to spend the weekend in DC -- something he normally isn't keen to do -- is a sign we should brace for him to do something crazy this weekend

@EricTNFL I've already followed you, and it's been a pleasure chatting with you. It would be great if we could exchange ideas.🤝

@EricTNFL Totally agree. In this macro environment, a clean balance sheet and high-execution management are rare commodities. Layering an index core with an alpha generator like NBIS is definitely the smart way to play it.

@Aldyland Retail has institutional power now. Are you utilizing this for deep fundamental scraping, or tracking social momentum catalysts?

@West_Granthc Leverage .. doing it already

@AjBorow I messaged you, could you get back to me? Chatting too much here isn’t very convenient. Lol

@West_Granthc Of course! Followed back. I’ll try and dig deeper tonight but loved the idea Claude painted about both. Seems to be both potential good early entries for physical AI, maybe catch some lightning in a bottle like all the Optics and CPO companies that exploded haha

What’s one stock that no one’s talking about yet that you think will skyrocket in the coming year? I want real alpha that few are aware of like the next $NOK, $BB, $SHAZ, $NBIS, $MU, etc. I will compile all the responses and will put together a ranked list of the most undervalued gems. I don’t want to hear about the stocks that have already 10x’ed. Lets see what FinX can come up with 😎🚀

@AjBorow I've already followed you, and it's been a pleasure chatting with you. It would be great if we could exchange ideas.🤝

@West_Granthc Was just messing around with Claude last night and asked it to find physical AI bottle necks and those two popped up. AIP is IP royalties for NoC and SoC and AMBA it said was basically the brain in the physical AI. Still need to dive deeper though, still pretty new to investing

@sl90890 I've already followed you, and it's been a pleasure chatting with you. It would be great if we could exchange ideas.🤝

@West_Granthc I don’t hold index funds they’re the most expensive vehicle in the stock market right now

@tcobpmaLTD I've already followed you, and it's been a pleasure chatting with you. It would be great if we could exchange ideas.🤝

@West_Granthc A little bit of both I would say. I will admit when I first bought this stock. The memory market hadn’t started this god run. Now that memory has tailwinds It only sweetens the deal, but the IP issues resolving favorably would absolutely send it nuclear

@wiseboar7 Bro, I followed you.

@West_Granthc Could you elaborate on those strategies? Sounds interesting (I so feel like a bot right now🙈)

Not that interested in $SPCX. I don’t know of any $2T market cap companies that trade at 300x EBiTDA. Given all the hype, likely to be way overpriced. Will be more interested after it falls by 50%.

@wiseboar7 If your goal is to buy SpaceX at a 50% discount, trimming on strength is your best friend. Force yourself to shave 10% off the top whenever your long positions get hyper-extended. When the macro cliff comes, you'll have pure, un-leveraged cash ready to scoop up the wreckage.

@sl90890 Exactly. Indexes are the most expensive vehicle because you're forced to buy the overvalued top 10% of the market. The forced passive inflows have broken price discovery. When the trend reverses, stock pickers will be the only ones with a safety margin.

@tcobpmaLTD Elite timing. Riding this massive HBM memory supercycle while the court just denied Samsung's retrial motion on that $303M verdict is a lethal combo. Their LRDIMM patents are an un-bypassable tollbooth; the next legal win sends it vertical.

@AjBorow Claude nailed it. AIP taxes chip traffic via NoC IP; AMBA is the vision brain. Watch tier-1 design wins.

@tcobpmaLTD Do you treat NLST more as a legal catalyst play or a long-term IP value investment?

@pepemoonboy NLST

@HanumanBhaktYVR Pure future-tech play. Valuation is more about TAM expectations than current fundamentals at this stage.

@pepemoonboy $achr

@chickendemo What’s the catalyst you’re watching for KEEL earnings, partnerships, or just momentum building?

@pepemoonboy $KEEL