@Path21Mil

Small capital → $1M in US stocks AI infra + quality growth | Open portfolio + real-time theses NFA | DYOR

 Australia
Joined April 2026
  • Tweets14.4K
  • Following558
  • Followers1.6K
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If $BE keeps tanking, are we witnessing the biggest buying opportunity of the decade… or the beginning of a collapse nobody wants to admit? 👀
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Anyone buying the $CRDO pullback?
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InvestmentIQ retweeted
InvestmentIQ
@Path21Mil9h
Just sold $WMT (+12%) to buy $META (-17% from recent high). Sounds backwards? This is exactly when you rotate OUT of safety and INTO opportunity. $META at $648 vs $795 ATH = 19% discount on a cash machine. Here's why this could 2X while others hide in dividends👇
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Just sold $WMT (+12%) to buy $META (-17% from recent high). Sounds backwards? This is exactly when you rotate OUT of safety and INTO opportunity. $META at $648 vs $795 ATH = 19% discount on a cash machine. Here's why this could 2X while others hide in dividends👇
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I laid out my $META buy zones 2 weeks ago. Today, I'm putting my money where my mouth is. Posting charts is easy. Selling a profitable, safe hedge to actually buy the tech dip takes conviction. Am I catching a falling knife or buying the exact bottom? 👇
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For context, here are the exact $META levels I mapped out weeks ago before the drop. No hindsight charting, just real-time execution. Stick around. 🥂
InvestmentIQ
@Path21MilOct 9
$META pullback plan • Lost the 9 EMA near $727 • Next key support: 21 EMA around $706 • If $706 breaks, watching $680–$687 • If selling gets worse, $660–$640 becomes the deeper support zone.
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$META bull case hiding in plain sight: → Q3 Rev +26% YoY → Muse: 10M+ users, 25% daily, >$200 avg spend → Zuck: Muse ARPU could exceed IG/FB → ~$1.65T mkt cap, $82B cash → Trading <20x fwd P/E → Cathie Wood added today AI ads + agentic commerce = Next growth engine.
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InvestmentIQ retweeted
InvestmentIQ
@Path21MilOct 22
Consensus is dead wrong on $NBIS CEO Arkady Volozh just laid out why: • 1+ GW compute deployed yearly • Data centers to custom racks (dirt up) • Software to agentic inference Renting GPUs is a commodity. Owning the stack is the moat. Future AI giant or hype trade? 👇
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Consensus is dead wrong on $NBIS CEO Arkady Volozh just laid out why: • 1+ GW compute deployed yearly • Data centers to custom racks (dirt up) • Software to agentic inference Renting GPUs is a commodity. Owning the stack is the moat. Future AI giant or hype trade? 👇
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JUST NOW: $NBIS just secured a $3.5B credit facility from Citi to fund AI data center & GPU expansion (SOFR +2.75%). Meanwhile $CRWV bonds are trading at distressed levels (~15-16% yields) and $IREN is facing the same sector funding scrutiny despite its prepayments and project financing. Neocloud financing is separating.
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$META what happened ? Why EPS miss? Can anybody explain?
The Earnings Correspondent
@earnings_guyOct 21
$META (Meta Platforms) #earnings are out:
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POV : $TSLA after the earnings
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InvestmentIQ retweeted
InvestmentIQ
@Path21MilOct 21
Wall Street sees $1,000 for $META Under $700. That's 42% upside to that target. Earnings are approaching. What's your move? 1️⃣ Adding before earnings 2️⃣ Holding my shares 3️⃣ Staying on the sidelines Where do you stand? 👇
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Wall Street sees $1,000 for $META Under $700. That's 42% upside to that target. Earnings are approaching. What's your move? 1️⃣ Adding before earnings 2️⃣ Holding my shares 3️⃣ Staying on the sidelines Where do you stand? 👇
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KOSPI +3% 🟢 $SPCX +9% 🟢 Bears called for a crash. The market just bounced HARD. Are we SO BACK, or is this just a bear trap? 👀🔥
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InvestmentIQ retweeted
InvestmentIQ
@Path21MilOct 20
$2000 to deploy at the open. I already hold $META. Do I double down on Zuck’s ad machine, or initiate $NFLX for the streaming monopoly? One ticker only. What are you buying? 👇
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$2000 to deploy at the open. I already hold $META. Do I double down on Zuck’s ad machine, or initiate $NFLX for the streaming monopoly? One ticker only. What are you buying? 👇
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Back in Rolls Royce, No hesitation. 🔥 Oil panic is temporary noise. The bigger picture? ✈️ Rising engine flying hours (LTSA revenue) 💰 Margins & free cash flow compounding 🛡️ Aerospace monopoly moat + SMR nuclear opportunity The turnaround is history. The growth phase is live. New all-time high next?
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InvestmentIQ retweeted
InvestmentIQ
@Path21MilOct 19
$AAOI "The asymmetric AI optics darling everyone was chasing at $230" - down 66% from the highs. $79 with target $300 by 2028 Isn't this the ultimate risk/reward opportunity?
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