GrowWithVince

Portfolio update ❗️ $OSCR —> AI Insurance $HIMS —> AI Health management profile $ASML —> AI supplier $NVDA $AMD —> AI ENABLERS $TSLA —> AI Robotaxi and Optimus $TSMC —> AI chips producers $AMZN / $MELI —> Online shopping and cloud $MSFT —> AI and Cloud and quantum technology $SOFI —> AI finance $CCJ —> AI Nuclear power supplier 🚀🚀🚀What would you change in my portfolio and why? 🧐

CSC —> 4 days —> 523$ Selling a Tesla call for a quick 4 days profit of 523$ My system as made me thousand of dollars since I started in February. It’s the prudent wheel strategy. Selling at 50%+ profit Or <=21 Days to expire Im trading AMD too !

@aleabitoreddit This is insane

Year to Date return from Jan to March: +564.36%. I’m speed running last year’s 600%+ returns by finding undiscovered AI bottlenecks. And picking the winners. - 500%+ unrealized gains on $AXTI. - $AAOI 3x’d in 3M or $IQE 2x in 1M. - $LITE close to 100%+. And I expect large capital rotation into silicon photonics + CPO names: Like $SOI, $AEHR, or $SIVE this year. (They’re up close to ~70-100%, but have a long way to go) Then, this is compounded by misc longs, such as $CRCL that increased 148% in 1 month. $NBIS that close to doubled from $70 back to $120. $EWY IV trade is up 50-70% and names like $XLU are up 50%+. My biggest loser YTD is $RDDT since my cost average was $148. Some of the misc picks like $INFQ, $VPG, $AVAV, $LPTH are not doing as well. But as I’ve mentioned aside from Reddit (which I had high concentration in), a lot of my other picks I’m not as familiar with, I have less concentration in: But all my higher conviction picks like $TSEM have been strongly compounded recently. And what matters is I get more things right than wrong, especially in my higher concentration names. Majority of my YTD returns are actually unrealized since I don’t exit my longs, unless there’s material changes: But I did realize a lot of gains at the beginning of the year post Venezuela conflict, as I identified some winners like Gold Reserve that doubled in a day. Sadly I did sell some Asian names like Nittobo or Macronix that both went up 100-200%+ to rotate capital around the time of the Iran conflict… those ended up going a lot higher afterwards. I swing trade a lot of misc names like in fintech or write CSP on the side. Hence why I’m able to compound to 500%+. While individual names are only up 100-200% (just keep doubling + rotating). But if you want to ride the next trend: Most obvious one is Photonics Supercycle if you just look at $AAOI earnings call or $LITE Nvidia GTC call for next few years. And the current one is the Memory Supercycle if you just look at $SNDK returns. And as you’ve seen after my original $AXTI thesis or now Soitec: These names keep going in a vertical line up, as everyone suddenly now realizes its importance to the next paradigm shift for AI. My strategy is identifying structural bottlenecks in the AI supply chains before the market discovers them.

@midascabal Time to buy when the crowd starts panicking

Anyone who is 100% in the stock market is FUCKED.

@The_AI_Investor There’s so many bad investors online it is crazy. Price means nothing …. You can have a 1000$ stock price but a market cap of 1 million …

There is Tesla and there is Micron, trading at the same time in the market as below: $TSLA next quarter eps is about 0.4, stock price $382 $MU guided next quarter eps of ~$19, stock price $430 They are not the same.

@DividendTalks I think someone didn’t passed his high school diploma 🤣 Mets is at 607$ right now so 18/625 is 2.9% down

Bill Ackman went $2B long $META at $625. Now it’s down ~30%. His view: “Deeply discounted. Huge AI upside.” Market today says he’s wrong. History says don’t bet against him. Who’s right this time?

@Kalshi Meta what?

JUST IN: Meta is shutting down its metaverse

@StockSavvyShay looks like free money to me

Thank you Muddy Waters for the opportunity to enter these $SOFI 2028 leaps today.

Honestly, Autopilot sucks. I have a 2021 Model Y and I've tried both Autopilot and FSD with HW4. I can tell you that anyone who tries regular Autopilot won't be convinced that FSD is the future, because normal people don't know the difference between the two. I like Elon's move to cut the old tech and just give people the safer, more advanced version. I'm always scared when using Autopilot—I know I NEED to stay alert because it's not fully safe at all. With FSD, I can text with peace of mind. That's a huge difference.

Tesla NEEDS to do a free version of FSD Delivering cars with just TACC is a fucked up situation Please Tesla, this will supercharge adoption. It’s not for me, i’m a paid FSD user. But we need to hook the users who don’t want to or can’t pay.

When the market sells off -12% on $NBIS after a major player like $META makes a deal with them, you dive in. Worst case, you get a major deal on an incredible company. With options, you want to trade solid companies that have strong long-term growth potential.

@aleabitoreddit Man you really nailed it. You are one of the top account to follow for sure ! 👍 good job

$CRCL is now up 148.15% in 1 month. If people are wondering why my YTD is ~500%? It’s because I look at fundamentals, not scribbles on a chart. The comment section back here aged like 2021 monkey JPEG prices.

@saylordocs Shark received 487 millions :o

In 2018, a husband and wife pitched their business on Shark Tank. They wanted $400,000 for 10%. The only offer was $400,000 for 25%. They accepted and rebranded as Poppi. Pepsi just bought them for $1.95 billion.

It is hard for me to find a better pipeline of innovation than $TSLA. Such a disruptive lineup incoming… Please help me if you know something better than that. Tell me why… ROBOTAXI ROBOVAN OPTIMUS ENERGY BATTERIES GRID SAVIOR SPACEX/XAI SHARES INCLUDED MODELY STILL THE BEST VERTICALLY INTEGRATED LITHIUM FACTORY TERAFAB SAMSUNG DEAL 🤝

@cybertruck The best at not selling alot of units

Cybertruck is the best Tesla

@SawyerMerritt The world can't get enough of it. $AMD $NVDA $TSLA

NEWS: Nvidia CEO Jensen Huang just announced that he sees at least $1 trillion in revenue by 2027, expects computing demand to exceed that. “We are now a computing platform that runs all of AI.”

Terafab Project launches in 7 days

Terafab will cost billions. Tesla needs to print money fast to afford it. With an astronomical P/E and a very high forward P/E, we need to see revenues grow exponentially soon in quarterly reports. We are still a company mostly based on a story. I hope 🤞 this story will reward the bulls.

Glad I bought these shares yesterday when I did. $TSLA getting into the semiconductor industry officially.

@SPACMANAGER @daltonbrewer Yes

@daltonbrewer THIS CONFIRMS HW3 is cooked !

NEWS: Ashok Elluswamy is now leading MACROHARD—Tesla and xAI’s joint project that includes Digital Optimus This confirms FSD is solved! $TSLA

@johndozer1 @TheSonOfWalkley @grok @grok clarify the terafab project

@TheSonOfWalkley @grok clarify the terafab project?

BREAKING: ELON MUSK SAYS — $TSLA TERAFAB PROJECT TO LAUNCH IN 7 DAYS 👀 Production of in‑house chips !

@JoshTradeOption Hey Josh , what columns are manual on your sheet I like it

Option selling round up for the week ending 3/13/26. Profit: $5,000.56✅ Total trades: 21 *Winning trades: 19 *Rolled trades: 2 *Assigned Trades: 0 *Losing Trades: 0 Join us - Live and try it for free, here on X in our subscriber section, or on Discord: whop.com/selling-option…