Mukesh H

Compilation of all my threads so far 🧵👇

@ishmohit1 Absolutely! This is a stock picker's market.

Been a feast for a bottoms up stock picker since April. Index hiding the stealth bull run

@steady_profits $RKLB is my largest position by a huge margin

@harjaim That's good to hear. What is the largest position if you don't mind me asking?

$NBIS has today overtaken $GOOGL to become the largest position in my total portfolio (all accounts combined). Nebius is now 12.72% and Alphabet is now 12.52%. I never thought I would see the day when Alphabet wasn't my largest position, but today's the day after Alphabet has dropped 2.33% and Nebius has risen 6.81% to $283.15. This is turning out to be one of my best ever investments, and although I know there will be sharp pullbacks along the way, I still feel that we are really early in the company's journey.

Cheat code for reducing visceral fat 1. 7-8 hours sleep 2. Low carb or carnivore diet 3. Fermented food 4. Strength training 2-3x / week plus short sprints (20-30 sec all out) 5. 14-16 hour fasting

@SahilBloom You would think this is baseline behavior for the workplace, but it is incredibly rare. Finding someone who can simply own a task, figure it out, and cross the finish line is not easy.

Career advice nobody told you: There's nothing more valuable than someone who can just figure it out. Do some work. Ask the key questions. Get it done. Repeat. If you do that, people will fight over you.

@alecsime Definitely 👍

@harjaim One foot in front of the other. No matter the speed, progress is progress.

Not everything goes the way you planned. Jobs disappoint. Markets drop. Plans fall apart. People let you down. You can let it break you or you can let it fuel you. Every setback I've ever had eventually pointed me toward something better. Not immediately. Not without pain. But eventually. Things happen for a reason. Your only job is to keep moving long enough to find out what that reason is.

@Tiger_Strat Congrats 🚀🚀

Happy $NBIS ATH day. Concentrated conviction can be life changing. Total portfolio: 253% return 1 Year

@Js100kJourney Well done, all the best 👊

A quick reintroduction about myself. I'm 23 years old and recently started my first office job in B2B sales. £10 a day is my current contribution. £10 a day for 30 years is over £400,000. 🤞 My deposits will only increase as my income does.

$HOOD 🚀😍

@thegraduateguy @MrsIglesiasRKLB Nice 👍

@harjaim @MrsIglesiasRKLB Finally again at comfortable label to buy. I am split between nbis and rklb :)

$RKLB I get this sentiment often over the last few days, so I’ll share my response through quote for all to see: It’s been 3 days. It’ll cycle back in. The FOMO will wear out, the NASDAQ 100 inclusion of $RKLB will support, and the $SPCX lock up tranches will start getting released: late July/August 20-30%, monthly 7% tranches through October, 28% in November, and December releasing what’s left of the main 180 day lock up. In the meantime, the fundamentals for Rocket Lab have not changed at all, if anything this company is far more derisked than it was just 12 months ago. I, like many that have been invested in the Space Sector for sometime, see this pull back as an opportunity to add before a great rebound soon. NFA. Thank you, Matthias, for your candidness.

@LazaroInvestor 🤝👊

@harjaim Thank you sir🤝 bullish on $NOW

Loading up more $NOW at these levels 📈 If it dips further, I’m buying even harder. This is my highest conviction stock by a mile, super bullish on the platform moat, AI tailwinds, and enterprise stickiness. ServiceNow isn’t just surviving the cycle, it’s positioned to dominate the next decade of digital transformation. Position sizing up. Let’s go. 🚀

@JS_Invests 🤝

@harjaim Thanks for the follow mate

Well 7k being reached was short lived, how have you all done today

@jacobiinvest Market has a way of testing patience and conviction to shake out weak hands. Overall setup is good 👍

Why is $NOW price action so weak? Pathetic.

@AI_June26 @unseenvalue @AI_Feb21 @_chartitude @InvestmentBook1 @suru27 @LearningEleven @ishmohit1 @Prakashplutus Hope you get your main account back.

Lost my primary X account @AI_Feb21. Secondary account to stay connected in the meantime. Pls amplify this msg to help me reach my network till i get back of my account. Thank you @unseenvalue @_chartitude @InvestmentBook1 @suru27 @LearningEleven @ishmohit1 @Prakashplutus

@SherlockInvests Simple and consistent works in investing 💪🏼

The Sherlock strategy 🕵️📈🇬🇧 • Build positions in primarily in UK & US companies • Shelter them in a Stocks & Shares ISA • Reinvest every dividend • Ignore the noise • Repeat year after year It sounds almost too simple. Some may say elementary What’s the catch?

@MoInvestingHQ Elon effect FSD Optimus Energy Cars

Can someone tell me what justifies that valuation? $TSLA