SunDog_22

@jacobiinvest My approach is similar, but I find that anymore than 25 stocks is tough to manage. Have a lot of the same holdings. Surprised to see no $TSLA.

Is this a good portfolio for a 55-year-old? $RKLB: 19.07% ($25.14) $NBIS: 11.01% ($92.26) $NVDA: 10.36% ($118.35) $GOOGL: 10.31% ($162.42) $AMD: 8.96% ($106.78) $MU: 5.64% ($415.79) $AMZN: 4.52% ($128.98) $UNH: 4.49% ($270.55) $PLTR: 3.53% ($93.42) $RTX: 2.52% ($112.61) $HOOD: 2.17% ($91.00) $APLD: 1.95% ($30.89) $SOFI: 1.75% ($17.68) $ASTS: 1.65% ($78.49) $HIMS: 1.57% ($28.92) $LUNR: 1.24% ($26.53) $KHC: 1.16% ($39.06) $IONQ: 1.14% ($46.30) $INFQ: 1.11% ($16.09) $RDW: 0.91% ($10.66) $SMCI: 0.76% ($34.95) $OUST: 0.69% ($29.75) $CRWV: 0.68% ($113.46) $ONDS: 0.67% ($10.77) $NVTS: 0.67% ($22.82) $NOK: 0.54% ($13.55) $JOBY: 0.53% ($12.85) $BULL: 0.51% ($5.86) $ALKT: 0.50% ($18.38) $AIRJ: 0.43% ($3.71) $INBS: 0.41% ($4.35) $PGY: 0.41% ($19.40) $PL: 0.39% ($41.75) $AUR: 0.36% ($7.44) $MSTY: 0.25% ($45.14) $KULR: 0.23% ($20.30) what would you change?

@Native_living @TheOfficerTatum Appreciate your perspective. I assumed the conductor would be uninjured due to the size of the train compared to the truck, but realize they would never get over the emotional/psychological trauma from an accident like that. Sorry to hear about your injuries, that's terrible.

@TheOfficerTatum Interesting you don't say how the engineer of the train, or conductor, faired. People ignore the other victims involved in an accident borne of stupidity. FTW My neck and back were broke after a semi stopped across my tracks.

🚨 Wild footage captured the moment a train obliterated a tanker truck in Chesapeake, Virginia, separating the cab from the tank and launching both into a ditch. 😧 The driver was rushed to the hospital with serious life-threatening injuries. Praying he pulls through.

@jrouldz Got into this one after you posted about it. Up 75% already. Another great call...thank you!

$NRGV I’m supposed to be taking profits here as per my own setup Yet, I can’t help but think this is just getting started 😅😅😅

@AlisterBernidiv @jrouldz Wow, now that's a nice avg cost. Impressive!

@jrouldz 🙋🏻‍♂️ Started initial $ONDS entry back in March’25, and then fell in love by May’25 Total Avg. Cost is $1.52 I need to buy more My PT is $18.87-$20

Anyone else just holding $ONDS long through all the volatility? +107% since entry 6 months ago 🎯

@jrouldz Bought in the 6's. Still holding.

@RelentlessForge @StockSavvyShay LOL. Why bother commenting if that’s how you feel? The guy hasn’t even been there a year. Give it some time.

@StockSavvyShay Who gives a fuck about this company or this guy and his little 500k. The hype is over

$OPEN CEO just bought ~$500K worth of shares.

@AlecCr12 Yeah, he’s crushing it. Great seeing him do his thing.

Was insanely obvious Dylan Harper was headed this direction all along, especially this early. When he was healthy there was absolutely nobody that could keep up with him downhill.

@Dateline_DTR releases high margin Bankable Feasibility Study for Colosseum Gold-REE Project. Gold project has potential to generate US$1.38 Billion undiscounted pre-tax cashflow at current spot price. Read the announcement: dtref.short.gy/ColBFS $DTREF $DTR.AU $YE1.FS

@katee_K1 Why does the cop keep saying “we can talk about it.” The guy is trying to kill people. What exactly is there to talk about?

Chaos at Grand Central 4-5-6: Machete maniac slaughters three elderly riders in broad daylight. Bodycam drops the horror—Anthony Griffin, 44, screaming “I am Lucifer,” hacks an 84-year-old man’s face open, splits a 65-year-old’s skull, and slashes a 70-year-old woman. Blood everywhere on the crowded platform. Cops roll up, scream 20+ times for him to drop the blade. He charges them instead. Bang—two shots, Griffin drops dead. While city officials brag “crime is down,” New Yorkers are getting chopped up by machete-wielding demons in the middle of morning rush hour. This is the reality they’re hiding.

@jrouldz Glad I held.

I am sincerely happy for $IREN bulls this breakout is beautiful 🤝

@jrouldz What is the building in the background in the first picture? Looks amazing.

Monday in Central Park The trees are mostly done flowering. The park is green again 🌳

The moment you realize what life looks like for people who don’t know anything about AI, politics or the economy:

@Patrick10270868 @RUScrewPod Seriously, why are some people saying that’s a good thing? Did they not see how terrible the team was?

@RUScrewPod Great retention from a bad team means more of the same

honestly sad how much energy Steve Pikiell puts into using Jerry to tell his ongoing deranged tale of the Story of Rutgers Basketball. maybe it's time to lose Jerry's number and fix your offense Stevie app.com/story/sports/c…

@orange_pilld @Dr_Crossroads Pretty happy here. Bought most of my shares under $200 in early-mid 2024. Basically doubled my money so far. Not bad for 2 years.

@Dr_Crossroads There might not be a single happy shareholder who's bought after 2020, despite the fact that the stock has mostly traded at a massive premium. The only happy ones I am aware of are holders from 2019 or before.

$TSLA I've sold the last of my Tesla position. Tesla has been in a weird place for me for a while. I love the product. I am enamored with how amazing FSD (in a HW4 stack) is, and how excellent the vehicle is. My wife and I aren't likely to buy any vehicle that isn't a Tesla, and I'm already thinking of that nice upgrade (3-4 years from now) for my '22 Model 3. I also would love to own an Optimus at some point. I love the vision, the vertical integration, and wouldn't bet against Elon. Yet the stock is not the company. Tesla has always traded at a premium, but that premium is increasing over time. That's fine if it's in anticipation of significant future acceleration, but it's questionable when that happens. On the call, they stated, “over time, we expect our hardware-related profits to be accompanied by an acceleration of AI, software and fleet-based profits,” but were effusive on the dates. That's probably for the best, as Elon timelines usually need to be extended. Gross margins have improved, and the P/FCF looks like it's improving, but with the CapEx they're needing to do, this ratio will soon be negative. I don't mind buying a stock with extreme multiples, but I see easier opportunities with clearer runways for acceleration elsewhere. Tesla hasn't been a meaningful position for me for over a year, but I'm out for now. I'll still be rooting for the company (and shareholders) even while hoping the stock comes down to more reasonable levels where the R/R fits my portfolio better.