This portfolio journey started with all-in $ASTS and kickstarted 1430% in my IRA account. > I bought in Covid era SPAC around $10. > In 2023, I watched it drop to $3ish, and I scheduled weekly buys of $ASTS to accumulate for 6 months. > By Oct 2024, I decided that $RKLB was the better company, and better valuation, I switched 100% over $RKLB around $5ish and higher. (sold $ASTS in 30s). > I switched half to $CRCL at IPO mid 2025, then to $IREN at $20. > By early 2026, I switched half to $INTC calls (~$30-50). > Sold all $INTC calls when stock price hit $100, and bought $NBIS > In May, I sold all of my $RKLB before SpaceX IPO and bought $MU and $NBIS. When I shared my ASTS vs RKLB after I made the switched, people said I was wrong, stupid whatever. When I shared why I sold my IREN for NBIS, people called me stupid too. When I bought MU, people were telling me that memory is a commodity, and cyclical. And here are my gains...

How to read PR headline 101. I used to run marketing/PR and hired several PR firms. Much of my work got published on major outlets so I should know. The companies tend to hype its own company to build shareholder confidence. Some companies are more result oriented (because they have results), and some companies hype more (because they have less results). The way i read it is, the PR should demonstrate some result. Either things are done or not done. For example, either the product have reached a milestone of testing, production, early orders, hitting certain markets. Same with services and customers, a customer should have an attached dollar value to it. I pick on $IREN and $ASTS a lot because they are egregious when it comes to it. Below is a case for $SIVE, "Strategic alliance" is just a fancy way to say they know each other and talking about it. Nothing binding, no dollar value. When I ran my company, i talked to another company 30 minute and they want to run a joint "strategic alliance". I always refused. "Advances Brazil Expansion with Anatel’s Approval" is from ASTS today. First of all, the news belong their partner Anatel, which they're hijacking. ASTS does not have a single customer, so this "advances" means nothing. There are 200+ major countries, they can do this one PR a day if they want.

As I have said, it's one company Elon doesn't hate and he needs a lot of it $MU. 😆

High quality clients with strong cash flow means more prepayment and better rates on loan. This is a fact. You can take it to the bank, literally. $nbis

I need those F*** Elon stickers. Respectfully, of course.

Here is one company Elon doesn't hate $mu. He's gonna need to buy a lot of it.

Psychologically, today feels the worst to buy AI names given how the narrative is. But it is the best day to buy for institution to buy without moving the price. I don't plan to do anything, watching.. I'm a bit overexposed on risks, doesn't feel good.

Elon: As of the past few weeks, debt markets have almost entirely shut off access to money... Well...there's truth to it but it is missing key contexts conveniently left out to spread fear. Classic fake news stuff Elon hates. We're getting toward the last 2 months of the year and most of capital budgeted for his year for AI has been allocated already. In other words, ai capital caps and seasonality are also reasons contributing to capital constraints today.

Elon deal was still being negotiated over the weekend. He used X to negotiate.