YeahDave
1.9K posts
YeahDave
@Yeah_Dave
Space | Energy | Defense | AI | Quantum | Finance | Posts are for education & discussion, never investment advice. The market pays me, I share everything freely
Never financial advice! Katılım Aralık 2017
431 Takip Edilen31.9K Takipçiler
It was very hard to find anyone on Fin𝕏 talking about $DELL just two months ago.
Gregory, FTA@gregory_FTA
There aren't nearly enough people talking about how beautiful this $DELL chart is. New ATHs coming. My subscribers were alerted at 137, and has remained a high conviction setup. Here's the monthly look. Fundamentals are top shelf as well.
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@crypgreen123 @ConstraintEdge Have been building a position since WLAC. We'll see how the market reacts at open tomorrow.
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@Yeah_Dave @ConstraintEdge Exciting to hear! Price you’re trying to enter at?
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Old chip rent goes parabolic due to bottlenecks/demand, then goes back down to "just" a 2x increase since March.
"AI is a bubble! -40% drop in the single most strategic asset!"
Meanwhile the current generation...
Token factories gonna be printing money.
$NBIS $CRWV $IREN
Thierry from arvy 🇨🇭@ThierryBorgeat
The price to rent an Nvidia H200 just collapsed from $7/hr to $4/hr in three weeks. A -40% drop in the cost of the single most strategic asset in tech. When the underlying commodity that powers your entire thesis loses 40% of its value in a month, that usually means one of two things: supply finally caught up, or demand was never as deep as the headlines said. Either way, somebody is selling. So why is the AI trade still pricing in scarcity?
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@ConstraintEdge Will be adding to $BRUN after the Thinking Machine Labs deal.
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@Yeah_Dave $BRUN smaller token factory with co-lo model.
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Today is a good day to appreciate the Ws. I'm very proud of my multibaggers.
Don't worry - I won't take screenshots for now 😂
- 35X $RKLB (my cost basis went down a bit after trimming - now $4.23)
- 12X $NVDA
- 6X (almost) $NBIS
- 5X $ASTS
- 3X $META
- 2X $SOFI
- 2X $LUNR
Close to a 2X with $ONDS up here.
Been quite the ride over these years!
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I don't do this normally, but here's one of my retirement accounts. The numbers are a bit higher because taxes are deferred, although I'm not an active trader and am really a buy and hold guy. That said, I haven't made any contributions to this account since I left the industry many years ago. So this account is the cleanest representation of my volatile performance.
A huge driver of returns has been my outsized concentrated position in $ASTS
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Should I show you crazy ass volatility with extraordinary life changing returns that only the bold can stomach?
Lia the Trader 👸💸@Liathetrader
Nobody cares about your screenshots of one of the best historic months we had and you got lucky. Show me a trading strategy. Show me consistent profits. Show me risk management. Show me backtests and years of success. Otherwise Adios
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@LandoInvests Started an $IREN position yesterday
x.com/i/status/20597…
YeahDave@Yeah_Dave
Generational AI spend and bottlenecks have huge delayed downstream implications for token factories & AI gatekeepers. Imagine being the select few who can create a consumable essential resource with exponential demand. Been adding to $NBIS (main), increased $CRWV, started $IREN
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@Yeah_Dave You might wanna check $IREN again. At current value it’s the better of the plays. What a time to be alive
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There you go. Leopold just bought $2.7B of $NBIS making it his largest positions by far meanwhile everyone keeps asking me if it's too late to start a position.
Global AI utilization/demand has just barely started to inch up from the single digit percentages.
YeahDave@Yeah_Dave
Generational AI spend and bottlenecks have huge delayed downstream implications for token factories & AI gatekeepers. Imagine being the select few who can create a consumable essential resource with exponential demand. Been adding to $NBIS (main), increased $CRWV, started $IREN
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Generational AI spend and bottlenecks have huge delayed downstream implications for token factories & AI gatekeepers.
Imagine being the select few who can create a consumable essential resource with exponential demand.
Been adding to $NBIS (main), increased $CRWV, started $IREN
YeahDave@Yeah_Dave
Stop trying to call tops. Own the token factories that produce the scarce lifeblood of the future economy. This is only just getting started. $NBIS Chart: GS
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@CloutedMind Thanks man, that was last year but always important to make this all real and not just numbers on a screen.
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gg
youre probably not going to listen but i highly suggest you take 10m right now out of your trading account, go buy:
- a nice house somewhere you want to live
- a second passport
- remainder into some yield that pays you 5-10%pa
leave it for a few years or more till you get older and realize what you want to do with that life
use the other 10m to keep doing what you doing
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Man what a crazy two years. Started the portfolio off with $700k and worked my ass off to get it to $20m last year. Countless nights and weekends after work. Reading, learning, and researching. And now I made that much in one month.
My head is starting to spin. Anyone else?
YeahDave@Yeah_Dave
Will stop when the market tells me to stop.
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@HaleyBoland_ $700k to $20M was last year. This year was somehow even crazier. I've been de-risking this week
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@Yeah_Dave Turning $700k into $20M+ in two years is insane. Respect the grind. But real talk — you de-risking now or still full throttle? One bad month and reality slaps hard Still all-in or taking chips off?
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@pepemoonboy Nearly only used options for hedging/puts. I prefer commons.
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@Yeah_Dave absolutely does brotha. Did you do this with options or what?
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@CryptoBankz_65 The memory names $MU $DRAM were a relatively small part. Mostly got in during the Iran war/April. Yes I'd be nothing if I didn't fight for discipline.
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@Yeah_Dave Congratulations
I am sure $MU played a great role
Enjoy the moment and preserve wealth
It can disappear quickly without discipline
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@insider0x Well it's a good thing I didn't post a screenshot (that was from last year) and yes I've been selling.
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@Yeah_Dave The best time to sell is when you post a screenshot of a portfolio
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@thekookreport Oh wow. Aren't you that butt guy??
Hah thanks man. You've been relentless. Glad to be in the same corner.
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@Yeah_Dave Congratulations. Good things happen to good Dave’s
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@Yeah_Dave Dude, this is insane. Inspirational. Congrats, so happy for you my man. Hard work pays off
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@endless_frank Keep up the good fight Frank! Things were looking rough for a bit. I think you are a lot of people's anger interpreter and outlet.
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@Yeah_Dave Nice congrats. I’m at your level from last October. In a year or so though, $ASTS will probably be between $500-1000 so sh*t is about to get stupid for me too.
Cheers! 🍻
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@joshuadpetti I'm just a bag of gas like everybody else. The only edge I can potentially claim is valuing the need to put in constant work to defend your mind.
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@Yeah_Dave @Yeah_Dave love it man. What was your biggest takeaway or favorite way to achieve this?
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@DrDoutoradoPhD I've had some more free time over the last two weeks and came back in to support the $ASTS community. My activity level will fluctuate pretty significantly this year.
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@Yeah_Dave Are you going to continue sharing info on companies?
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