$RDDT ⏳ I believe $RDDT rn is similar to when I called out $HUT last year before the 300%+ move on commons (played it with calls). $HUT is arguably my best trade to date (Receipt 🧾: My YouTube channel/multiple tweets). And I believe that $META Muse hype will be the match that sets things off for $RDDT's rerating. Here's Why 👇 Market didn't appreciate the power theme when I called out $HUT originally. At the time, there were countless public info from AI experts and literature on the energy bottleneck. Yet the power stocks barely moved. Likewise Market is not appreciating the new AI Bottleneck today - Proprietary Training Data. $RDDT is a clear beneficiary but isn't getting rerated yet. Key word being "yet". I believe the rerating will come much like how it came eventually for $HUT. Because like it or not narrative drives prices in today's market. AKA mostly just vibes. Hey it's kinda silly but I don't make the rules 🤷‍♀️ And there is no bigger narrative than having an AI MOAT recognized by the market. rn market doesn't perceive $RDDT to have a moat. When it is clear as day they have an AI moat/tailwind that's arguably just as strong as any AI infra/memory/chips/power/cyber. Like look at forward multiples of say $INTC $AMD $NET and compare with $RDDT. When this narrative shift happens, the rerating on $RDDT will actually be disgusting. Like we talking giga move. AI Hyperscalers/Labs are spending hundreds of Billions of $$$ on above mentioned, but won't pay up for one of the largest corpus of new fresh proprietary data?? In a world where models are increasingly becoming commoditized and they need new ways to differentiate. Yeah sure that makes sense. My eyes are rolling so far back I'm giving The Undertaker a run for his money 🙄🙄🙄 BTW Data Moat = AI Bottleneck isn't just my opinion. This is public info if you actually cared enough to seek it out. Experts in the field have been harping on it for a while now (@GavinSBaker being 1 of many), yet the market is ignoring it. The similarities to the power bottleneck from last year is uncanny. I would know, I was there before everyone jumped on the bandwagon pumping up all the AI power names. Here's what's important. Been thinking a lot about Meta Muse downstream impacts. The market got the obvious trades like CPU due to increased inferencing demand. Okay that's an easy layup but it's priced in and is a crowded traded. I don't love r/r there. What is not crowded though, is the connection that Meta Muse will accelerate the discussion and sentiment around this new AI MOAT. Think about it, if you are an AI Agent ("Agentic AI" is new hot buzzword everyone loves from $meta to Jensen) You need the freshest, most in depth data to provide the best recommendations/solutions to the end user. This space will be HIGHLY competitive. There's talks of Google and others joining the Agentic space. It is not IF they will join. It's inevitable. I mean is there a more perfect corpus of data for Agents than Reddit data? Containing large range of discussions from the nichest of subject matters. Imagine Agent 1 is able to solve end user problem due to a specialized/niche dataset derived from Reddit data. And Agent 2 isn't able to solve the problem because they don't have access to Reddit API. Now apply it over millions of end users and eventually Agent 1 will capture the lionshare of the Agentic market (In a vacuum at least, ignoring distribution). This will be a big battleground. ALL the big players will enter. Meta can enjoy their early lead, but competition is coming. It's a massive market. YUUUUUUUUUUUUUGE!!! Anthropic, OAI, GOOG, META - Basically as unlimited bankroll as it gets. Who is the smol <30b MC company with the good shiiiii all the big boys want? You guessed it. Reddit. (This took me many hours. I'm staying up 4:53 rn on a Saturday morning for nothing but love of the game lmaooooo)

This is the case rn with $rddt at 140s. I got low 6 figure transfer in process rn. All cash. Really considering going 100% $RDDT in that account once transfer is complete. Here's why 👇🔽⏬ $RDDT is the most obvious AI beneficiary on the market that's being ignored. In fact, market is actually pricing in AI headwind 🤯 like actual LMFAO. Don't even get me started on the growth and valuation multiples. It's ridiculous!!! What's even more redonkydonk...and I HIGH-key think the market is regarded af for not connecting the dots... ***Is the distribution moat of $rddt*** Not like $meta Muse just proved it's real or anything. Not like Perplexity offered $snap a YUGE BAG to lock in proprietary access to their distribution. Yeah I'm sure the folks at Perplexity just LOVE lighting money on fire and are dummies that did no research 🙄 Not like the smartest people are realizing and explicitly saying out loud: "Models cannot mathematically continue their growth trajectory, and will eventually asymptote and become commoditized." In that world, what will set models apart? Think about it for a second. Why is $Meta and X keeping their data moat behind a walled garden? Actions speak volumes. Naturally, what do you think is the next important phase in the AI race? Repeat after me (again smartest ppl are saying this, aka not me, I'm regarded): **PROPRIETARY DATA** 👏 and **DISTRIBUTION** 👏 Hmm I wonder who has these? 🤔🤔 That's also conveniently trading at DISGUSTINGLY CHEAP multiples because the consensus market view rn is: "AI will disrupt them" ----> What a joke, efficient market hypothesis my ass I see this story playing out the same way that it played out for $GOOG when market was pricing in OAI disruption. Except $RDDT is <30b MC with the goods that leading AI companies WANT. Plus, I don't see the same level of existential doom that $GOOG had faced when it comes to $RDDT's ads growth rn. AKA 🧨 upside, limited downside (bad news priced in) These are the dream setups I look for 🌊🏄‍♂️ Like I can't put into words how massive the rerating will be, if the market puts it anywhere near the absurd multiples some of these companies are currently getting because "Muh AI tailwind" *CoughNETcough* I think the smart cookies at these leading AI Companies see what I see with respect to $RDDT. As someone that played a lot of strategy games and love them, I hate the term "game theory" because it's just like basic logic??? No? That said, analyzing $RDDT on the AI chessboard from a game theory prospective. It is a no brainer they are a clear AI beneficiary with the GOODS. That's currently priced the opposite. If(when) the rerating eventually comes, I can see $RDDT giga sending to over $300 with haste EASY. You catch that move with short term calls 💦💦. It's a WRAP. Financial Escape Velocity achieved. Like imagine fading that upside, especially at these discounted trash bin prices (multiples) rn. I will bet you behind the scenes in these AI companies, the success of Meta Muse is bringing a lot of attention to Reddit. 1 AI related news release, and this stock is EXPLODING 🚀🚀🌙 (Don't blame me if you buy calls and lose all ur money, like I said I'm regarded ROFLLL)

Shit is hella stressful, will age you years. No 🧢 You think you can handle drawdowns, until an actual drawdown happens and you see unrealized loss > 5 years of savings working a 9-5 vanish into the thin air. Poof Gone. Yes I am speaking from experience, shit is 🤮🤮🤮

Seen that response so much online, and irl as well. "Aren't you going to get bored after FIRE?" Never understood it. Boss says "do it" I go "yes sir" Boss says "jump" I go "how high sir" Yeah I want THAT to be what I tie my identity to 🙄 I think in most cases, that comment is more a natural self defence and cope to justify their life choices. And speaks more to the person saying it than the person it's directed at. No shade at ppl that genuinely enjoy their 9-5. It's definitely a minority. Like bro WYM!! There are SO MANY things I wanna do that I otherwise can't do WELL, with a 9-5. That give me waaaaaaaay more meaning and purpose and fulfillment. Music Learning Relationships Travel Health Youtube & Content Creation Philosophy Tennis/badminton Gaming Reading Manga/Manhwa Contributing to the world/society in a positive way (this is a big one for me) Like bro the list is LONG. WYM I'll get BORED. GET OUTTA HERE nah mannnnn fr As I get older, I am getting more and more tired after a days work (and not tired in that I am doing fulfilling work good kinda tired). My energy for creative and other endeavors is SAPPED. I blink and boom already multiple years gone bye bye. F**K. Time is short, life is short. TIK TOK MF

$rddt at 140s/150s rn is so silly. Been following and in this name since ipo year. Ridiculous Yes been adding 🫡 Imaging fading the rerating green dildo potential when market goes -shocked pikachu face- and prices this name with ai tailwind instead of headwind. Don't even get me started on some of these names catching AI tailwind and being given absurd multiples...*coughnetcough Some of the smartest people in AI (Gavin Baker @GavinSBaker, Larry Ellison, MANY more) are all saying this. Doesn't take a giga brain to figure it out either. When models are all commoditized and all have scraped the same historic info. What will set them apart? What company is conveniently the 6th most visited website with one of the largest constantly refreshing corpus of data on the planet. While trading at forward PE that is similar to mature companies aka low growth (aka downside protection) It also helps that their potential customers are literally the biggest companies on the planet (Meta, Anthropic, OAI, GOOG). Game theory playing out in real time. Imagine thinking Reddit will not ink some juiced data deal(s)... Nevermind possibility of outright buyout of Reddit, them taking a significant stake in Reddit, or MEGA juiced exclusive deal. All these possibilities need to be priced into the stock. Rn, what's priced in is significant slowdown in growth due to AI overview driving away traffic. What a 🤡 market but ty for this setup 🤗 I am kinda a gamba-ling man. This gud gamba. We like gud gamba r/r setups 🗿🗿🗿

This is a great one. Frankly been on the other side more than I'd like to admit. Took life a lot more seriously than it needed to be.

Meta Muse plays are feeding. $Shop $FSLY Great shoutout by @OddDiligence on Fastly. Give him a follow, been following for years. Excellent DD and research! 🍻

My lessons so far from Greenland Saga: 1. I got tunnel visioned on Greenland this weekend that I didn't even do basic research into Muse. Especially when I had SEEN it trending #1 last week...beating out ChatGPT...that's a big deal and I ignored it like a dum dum 2. The most practical logical beneficiary isn't always the best in the short term. Had experienced this many times before as well. Sometimes the best move is to turn brain off and unga bunga into the most obvious ticker, even if the company doesn't benefit as much as another. Especially if that other ticker involves more thinking or isn't as liquid. Example is $amrq barely moving while $GRML moves 300%. $amrq is the highest quality Greenland name IMO. It should logically move on the news but didn't. Reasons being: 1) Higher MC (harder to move) 2) Low visibility being traded outside US 3) Involves more work for the avg to connect the dots on it being greenland beneficiary - more friction 4) Doesn't have "Greenland" in its name like GRML (deadass I wish I was kidding LOL) 3. Volatility has a cost I've not slept well, like it's rly bad maybe 4 hrs at night max. To the point only thing I was thinking about and dreaming about was Greenland at night, I wish I was kidding 😭 I wasn't even "overexposed" either. Around 10% total exposure. But based on past experience I understood the names I was in could MOVE. like giga. up or down. I think it's my body naturally telling me I am going beyond my personal risk limits. I genuinely have respect for people betting big when they think they've got the right setup. It's A LOT easier said than done. As my account size has grown (I am still smol fish, not even being humble rofl just fax), I find it's harder to do these "big" bets because mentally I am constantly translating potential losses to = this amount of time working a 9-5. Like i rationalize it by thinking about working 9-5 for X years, and thinking of all the time and effort and energy that could go poof in a trade. and it makes me really sad 🥲 I feel I am becoming more risk averse because that scenario is str8 up depressing AF because life is so beautiful and so short 😭 a year is a HELLA long time, never mind multiple years, to not have to do a 9-5 you're not passionate about. This is like a big thing I am working through. It's a genuine challenge I gotta work thru. It's also interesting as there is no "right" answer. Just gotta dig down deep and understand yourself. The answer will be different for each person. In some sense I find it frustrating but at the same time, it also means there's no correct prescriptive way to live life. And there's a lot of beauty in that too because that's what makes this world so wonderful. Imagine if everyone just did the same thing, acted the same way, got the same job, lived the same life, because we somehow decoded and figured out the "secret formula" to life, and gave everyone that same prescription. I should be happy and grateful to have challenges like these. Much like video games, if there is no more challenge and improvements to make, and no more progression. We'd lose that fire and get bored. I don't wanna be bored of this video game yet 🤣

Tomorrow's signing could be big for Greenland stocks. Still waiting on Greenland deal details, should be out soon. $ETM $gdlnf $amrq $crml

Not many names with 10+ bagger opportunity. This is certainly one of a RARE few. Bought back into this penny stock today solana:C6TTFtfzmWRymfR5xqXGwepayteeGjvj6KVnu7gs7Lf3 $gdlnf My top 5 largest single stock position atm. Super degen for me. Living up to my name 🫡 Downside also massive so do your own DD. Just sharing for personal documentation/learning purposes. I'll either 💪 or call myself a 🤡 in the future xD 🗒️ 👇 -Have US ties through Cohen SPAC sponsor -Ambitions to IPO in US, following peers like $CRML $GLND. Playbook is there, path is well documented -Working with top Washington lobbying firm Ballard -For $40m~ enterprise value you are getting exposure to one of the largest RE mine in the world 🤯 -For comparison, $CRML MC was 3b~ this year. I look at these mines like brothers. AKA very similar (crml mine has more heavy RE and larger, but etm mine has higher concentration and is significantly easier/cheaper to extract) -Discounted rn MASSIVELY due to political ban by Greenland gov. I think it gets repriced as a result of the new US Greenland deal. Goes from "little chance" to "decent chance" I think. -🥭 bro loves his MINERALS (Ukraine is 1 of many examples) and loves making deals. This would be a great win for the current US admin. -Geopolitically very important. RE chokehold is real Here's the regarded juicy alpha since u a real one for reading this far 👊 Buried in this boring 🥱🥱 1.5 hour long vid, CEO confirmed they've been in talks with the US government. You think talks will ramp up or down in light of recent events? 🤔 piped.video/watch?v=8Hj7sEpL…

"What is going to differentiate them? Having access to UNIQUE DATA" - Gavin Baker You know who else has unique data? Only the 6th most visited website in the world trading at under 30b valuation btw... YOU 👏 ARE 👏 NOT 👏 BULLISH 👏 ENOUGH 👏 $RDDT Joke valuation. Joke multiples. Market pricing in significant slowdown in Ads revenue and no meaningful AI tailwind (actually pricing in headwind lmaooo). What a JOKE. I think the market is WRONG on both fronts. On Ads. They are finally "forcing" mobile users to download App, and forcing sign in. More logged in App users = more tracking = better ads targeting = $$$. At the same time, they are going the FB route when it comes to frequency of Ads. Not a fan as a consumer, but love it as an investor. On the AI data moat front If we apply basic game theory and think about strategy & incentives. Say you are one of the leading AI labs or have ambitions for AI moat/AGI/ASI. You are worth trillions. $RDDT is currently valued at 1-2% of your market cap. It is so smol 🤏 it is...you guessed it...a JOKE. Why would you not buyout $RDDT or take significant stake for the data moat, or, keep your competition away from your data moat. Imaging not wanting to have exposure to that upside on the explosive overnight rerating, as market collectively go "oH WoW I DiDn'T kNoW ReDdIt HavE DaTA M0At". Even if no data moat, $RDDT PE and forward PE is a JOKE. Again it's based on significant Ads slowdown, which I don't think will happen barring recession. Multiple ways for significant stock rerating. Beat up stock with great mgmt and execution. Pricing in near worst case scenario. Love opportunities like these. LEGGO 🏄‍♂️🌊 🤙

Ya'll have no idea what an amazing opportunity Robostrategy $bot is. It's staring everyone in the face. No one sees it rn (given the volume traded/traction). Even tho I got decent position in it (Top 5 single stock position rn for me), I'm actually hoping it dips closer to NAV. Yes I'm hoping I get REKT on my existing position and it goes down 50% from here. Will be adding ALLLLL the way down. Been desperately looking for humanoid AI robotics exposure since like multiple years back. Like you have no idea. The struggle is/was real. Not kewl enuf to get in privates, sadge 🥲 Pls don't even talk about $CCXI, not in the same ballpark. I see it as the Lucid (Agility Robotics) to Tesla (Figure/Apptronik). Sry I don't make the rules. Great idea, great execution (so far), great team, great portfolio companies (would love more exposure to Figure/Apptronik). Only thing not great is the mNAV. But I can't NOT have exposure given the amount of research I've done. If it sends from here and doesn't dump, I will 💯 regret it to my grave. No exaggeration. The total MC for AI robotics companies is a JOKE (way too low for the TAM and change it will bring upon the world). $bot may very well own the next Anthropic equivalent, back before everyone started coding on Claude. You do some basic Expected Value maffs and will go 😵‍💫🤯 Especially in today's environment where companies are staying private longer and longer. Imagine saying "NAH" to that upside... Stay sleeping 😴😴😴 I LOVE IT

“We have a meaningful life when we do something that if we didn't do it, it wouldn't get done. That’s extremely meaningful and you should always aim for that” — Peter Thiel

it’s supposed to be hard. you want the outcome but you want it to be comfortable and easy and it just doesn't work like that. anything worth having is going to take a lot out of you. that’s the point. there will be obstacles. you will be tired. if you could get it without being entirely exhausted, everyone would be great. look around. they aren't.

Big reasons why I'm invested in $hood for the long run. LOVE Vlad 🫡

Going to escape the underclass with $BOT Bet. Ima come back to this post 💯 🏄‍♀️🌊 + 💎🤲 _____ The total market cap for AI robotics rn is a JOKE. s**tcoins have higher MC for context... This industry will have the largest TAM on earth. Are you freaking kidding me. "oh well it's risky to be allocated to AI robotics" NAH BRO IT'S RISKY TO NOT HAVE UPSIDE EXPOSURE TO THEM. I get it tho. Ultimately, our minds will not allow us to believe and accept 1st time events or super anomalies. Investors and general public at large do not believe in AI robotics because that vision has simply never existed before. There's literally no precedence. No chance market is efficiently pricing in the upside, nevermind the likelihood. To me, it is inevitable. Elon, Nvidia, China are all focused on it. OpenAI is getting into it. Big Tech as well. The amount of prosperity and abundance it will bring forth is so big people will think I am crazy if I said it today. The bigger the change, the bigger the opportunity. I firmly believe this is a bigger change than the biggest growth stories we've witnessed in the past few decades. Think iPhone, Cloud, Ads. If these can create trillions dollar companies (Think Apple, GOOG, etc), there is no doubt in my mind that there will be at least trillions in MC assigned to humanoid robotics. Again the use cases and potential is so giga large, I won't even go there. Before the AI revolution a few years back, I would have laughed at the idea of a humanoid robot as well. Things are very different now given the pace of AI improvements, along with the massive compute coming online and explosion in innovation and strategic push by governments around the globe like China. This area is scaling exponentially, not linearly. Which ironically is another concept we naturally are not great at wrapping our caveman brains around. Honestly, amazing for the people early that did their homework, saw the opportunity, and took the risk 👊

The older I get, the more I realize that life has windows. Windows to take that big risk. To go all-in and build the thing. To chase that person you love. To spend time with your parents and kids. To go on crazy adventures. To do physically challenging things. Some windows reopen. But many don’t. A beautiful life is built by simply having the courage to dive through when you see them open in front of you.