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Ray
676 posts

Ray
@rayyela
investor/stock trader in the Financial stock market, big $tesla $nvda
Katılım Ekim 2024
215 Takip Edilen92 Takipçiler

@cashflow_king94 I’ve been using 212 for a long time now was just wondering on the platform you’re using now 😊
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+20.43% in a single month.
Not a year. A month.
This is what happens when you buy quality companies during extreme fear and just hold.
While everyone was panicking about Iran, selling everything and sitting in cash, I was deploying capital. Every buy signal that fired, I bought.
Now the market is recovering and the portfolio is ripping....
This is the month that makes the whole year. This is why you don't sell during the red days.
Because the green days that follow make it all worth it.
Remember that stat? Missing just the 10 best days in the market cuts your returns in half. This month is exactly why.
The system works. Buy quality. Hold. Let compounding do its thing.

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@NotA_Bull Tesla
Amd
Nbis
NVDA
Rocket labs
Asts space
Applied digital
The Oder of my top holdings been in them for a long time now
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@cashflow_king94 Pltr and boardcom will become the one world government king pins powering it all
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Ray retweetledi
Ray retweetledi
Ray retweetledi

.@GoogleCloud and NVIDIA are expanding their partnership across agentic and physical AI.
At #GoogleCloudNext, the companies made several announcements, including:
✅ NVIDIA Vera Rubin-powered A5X instances, scaling up to nearly 1M Rubin GPUs
✅ Gemini on Google Distributed Cloud, powered by the NVIDIA Blackwell platform
✅ First Confidential Computing NVIDIA Blackwell GPUs in the cloud
✅ Agentic AI built on Gemini Enterprise Agent Platform with NVIDIA Nemotron and NeMo

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Ray retweetledi

@EdFrosty500 I don’t really own many uk stocks I’ve always had us stocks and I’m up 43% 1y
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Ray retweetledi

$OKLO ‘s isotope test reactor that will reach criticality by July 4.
$OKLO is currently up by 10.57% and inching closer to $70:

Oklo@oklo
Oklo CEO Jacob DeWitte joined @LizClaman on @FoxBusiness to discuss why nuclear is the clear solution for power in space. Nuclear has powered missions for decades through isotope systems that deliver continuous energy where others can’t. At Oklo, we’re building the systems that support both the present and the future, including our isotope test reactor that will reach criticality by July 4. Full interview: foxbusiness.com/video/63935748…
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Ray retweetledi

$AMZN CEO Andy Jassy said power is now the primary bottleneck for scaling AI infrastructure, with grid connection timelines stretching to three years and transformer shortages slowing build cycles. $MSFT, $GOOG, and $META are increasingly turning to natural gas as the fastest way to bring new capacity online.
This is pulling energy providers and infrastructure suppliers like $BE and $GEV deeper into the AI buildout, as compute expansion becomes constrained by electricity rather than chips. It also signals that future data center growth may depend as much on permitting and grid upgrades as on GPUs or servers.
Power is becoming the limiting resource for the next phase of the AI cycle, not compute availability.
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Ray retweetledi

My portfolio growth over the past year has been absolutely insane.
From £4.9k to £55.7k in 12 months with just an extra £3.6k deposited.
10X from April 2025 lows when I was £1.5k down.
ATH was +1,169%, currently +825%.
New ATH’s 🔜?
Inspired by @itschrisray.
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Ray retweetledi
Ray retweetledi

Updated portfolio allocations as of today.
9 stocks. One account. Here's where every pound sits.
$AVGO 15.2%
$NVDA 14.4%
$MSFT 14.3%
$LLY 14.1%
$META 13.8%
$MA 13.2%
$CAT 7.5%
$TSM 6.5%
$COST 0.5%
$LLY went from my smallest position to my 4th largest. Been loading up heavily while it's been sitting in my buy zone.
The top 6 are all between 13-15%. Nicely balanced. No single stock dominating.
$CAT and $TSM still have room to add on the next dip.
$COST barely registers at 0.5% but it never hits my buy signal so I just wait.
This is what a concentrated, high-conviction portfolio looks like.
No filler.
No padding.
Every position is there for a reason.
What does your portfolio breakdown look like?

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