Santosh Pudupakkam

@alojohhardcore Mechanically, would it make sense to take some profit now (bought at 882) and move into Meta or Micron? Then get back in on the next pullback?

@alojohhardcore Thanks! Just opened a position at $882.

@NickGibbsIAG @Sawyerboy1961 Fantastic course. Pure signal. Thank you 🙏🏼

Thank you @Sawyerboy1961 for the kind words! It was great to meet you! We certainly work hard to make sure everyone gets their questions answered 🫶🏻🫡🥃

@alojohhardcore @vchiew2 @Kern_Harst NVDA seems to sell off post earnings over the past year. But might they announce a stock buyback next week, and if so could that affect share price action post earnings call? (Just thinking out loud)

@alojohhardcore Thanks AJ. When I started following you last year, this was the first stock that I purchased upon your recommendation. It has not disappointed! 🙏🏼

@alojohhardcore Still makes sense to trim day before earnings, wait for pullback, then rinse and repeat?

@alojohhardcore Yes that account is awful.

@chriswithans The combination of not liking Inception, and “preferring” the Mission Impossible movies is a bridge too far. Sorry, but I can’t take anything you say seriously from now on.

Christopher Nolan made two great films. Memento and The Prestige. Zach Snyder's version of Batman was far superior. Oppenheimer is a bore. Tenet is a chore. Dunkirk is shockingly forgettable. Interstellar is spectacularly overrated. Yeah, he films some great practical effects. Ok. And then there's Inception. I mean like what the heck. There's some sort of technology that allows people to coexist in a shared dreamspace? But also not everyone knows they're in that dream? You can be harmed in the real world from that dream. Endlessly entertaining film but also Peak Nolan in its completely nonsensical plot. I expect very little from the Odyssey so I will not be disappointed. I prefer the Mission Impossible Series. Even Final Reckoning and the 2nd one with the flying motorcycle acrobatics.

@alojohhardcore Maybe this is my second chance to get into Micron.

In 1975, a solar panel cost $106 per watt. Today it's under $0.30 per watt. That's a 99.7% cost decline. Unlike fossil fuels which fluctuate with geopolitics and markets... solar has delivered consistent, predictable cost reductions for five decades.

Solar is the fastest growing source of electricity in history. It's now the 4th largest, having passed nuclear and wind.

Everyone who cares about climate should understand this. Texas, with no pro-climate policies, has blown passed California in clean energy. In large part because Texas has less red tape and makes it easier to build.

@alojoh First Micron. Now AMD. Amazing to watch. Hopefully NVDA, PLTR, and MSFT get some recognition soon!

AMD is flying: up 19% in pre market and up 66% YTD.

@alojohhardcore Contrast this with PLTR which also beat expectations but stock went down. This is the “psychology” of the market which I find confusing.

Germany's electricity mix, 2000 vs 2025: Renewables: 6% → 62% Fossil fuels: 62% → 36% Nuclear: 30% → 0% Nuclear's exit was filled by renewables, not coal or gas. Want more of this content + more detail and links to sources? Subscribe to my Substack: @janrosenow" target="_blank" rel="nofollow noopener">substack.com/@janrosenow

The US Government (yes, the US Government) is projecting that solar, battery storage, and wind would account for 93% of all new utility-scale power generation capacity added to the grid this year The US clean energy boom is unstoppable

Low-carbon electricity sources grew faster than demand in 2025, pushing fossil fuels into decline— Solar and wind energy have grown quickly in recent years, but global electricity demand has grown faster. So while their share of electricity generation kept rising, it wasn't enough to push fossil fuels into absolute decline. But in 2025, that changed. According to Ember's Global Electricity Review, low-carbon electricity sources grew faster than demand, pushing some fossil fuels out of the mix. Global electricity generation increased by around 850 terawatt-hours (TWh) from 2024 to 2025. As you can see in the chart, solar and wind accounted for nearly all of this growth. While the world still burned slightly more gas, this was more than offset by a decline in coal and oil. To reduce carbon emissions, fossil fuel use needs to keep falling in absolute terms — not just in the power sector but also in other energy and industrial sectors. (This Data Insight was written by @_HannahRitchie and Pablo Rosado.)

@alojohhardcore Thanks AJ!

@alojohhardcore Out of curiosity, what percentage outperformance are you expecting?

@alojohhardcore From a probabilistic standpoint, does it make more sense to invest in 10-12 companies, vs focusing larger amounts on the top 3-5? What do you recommend? How much do you leave in cash in search of surprise opportunities? Thanks.