Finally pulled the trigger on some $ONDS CSP’s. It’s an interesting play beaten down by sector attention loss. I wouldn’t mind owning some here.

JUST IN: JPMorgan expands crypto deposit token JPM Coin to Ethereum, allowing institutional clients to transfer money 24/7.

Bought some $AVGO and $MU today. These prices are getting ridiculous.

Absolutely incredible $TSLA $SPCX

YES!! We love to see the team at $VG executing. This gives $VG immense ability to expand into opportunities as they arise from AI demand. Excited to be a longterm holder.

Loaded up on $NEXT today. Such a ridiculous sell off.

Really gonna dive deep into $VZ at this level if it continues to fall… really interesting.

Chris Camillo is back to break down the $1,000,000 GTA 6 trade he wants on $TTWO , when he plans to heavily lever back into $AMZN , why Tesla’s Optimus program is behind… Full Episode Here👇

$ZETA Live starting off a bit rough with some technical issues. But honestly they are trying new things and really trying to be engaging so I love it. Nothing is perfect to start. Gotta give them some grace here.

Trimmed a little bit of my $META here. Still have a large position but wanted some extra capital to buy some $AMZN, $HII, and $NEXT CSPs with some very nice end of year cashflow opportunities.

"The United States has rebuilt its industrial strength before. We must do so again. Arsenal-2 is Anduril’s commitment to that future — and to America’s ability to refit the fleet for the century ahead." – Brian Schimpf, Co-Founder and CEO of Anduril

This is exactly what we need. Right now @anduriltech, @Saronic and $HII are adressing one of the U.S. military’s weakest links. Our ship building capability is roughly 1-2% the size or China’s. In a war scenario that would be a disaster. Amazing to see we are finally addressing this. Love the move from Anduril!

Anduril is building America's largest shipyard since WWII. This space needs bold investment and decisive action. In the 1790s, Baltimoore clippers were the fastest and most advanced sailing ships of their time. King George III didn't stand a chance. Time to run the same play.

CONFIRMED: $ZETA Global makes another acquisition! The company acquires Digital Audience in an effort to bolster Zeta's position in Europe. Why... The company is making a huge push to expand overseas into Europe proper. To do this quickly, Zeta has decided to acquire a company already in operation - of which, has European infrastructure already established. Digital audience has spent the better part of a decade building: - Consent & clean rooms - GDPR-native identity and activation. - Exposure to over six European markets. Most importantly, it brings in NOTABLE customers... - Nestlé - Rabobank - Delta Fiber - Telegraph Media Group Now, this is only a 15 person team so it's not too large. Although I reckon it'll cost more than the Senso acquisition. Ultimately, this helps $ZETA scale into Europe in a serious manner. $ZETA

Really intrested in $RDDT and $APP right here. Both beaten down brutally but both have incredible growth and are yet to see any real bear case materialize. The market simply hates the uncertainty.

One of the most important disciplines in investing is constantly updating the best argument against your own position. Not dismissing it. Not looking for reasons it’s wrong. Actually understanding it well enough to decide how much conviction your own thesis deserves. $AMZN has badly lagged the market and many other AI names recently, and I think the counter thesis has evolved. The biggest new threat is agentic commerce. Meta’s Muse and other AI agents could increasingly control product discovery and purchasing, potentially weakening Amazon’s retail and advertising moat. That’s real. But I think it plays out slowly, Amazon will adapt through its own agents, including Project Moonraker, or partnerships that are seeking access into and monetization from the world’s largest ecommerce platform, and in an agent-first world the upside to AWS, Trainium, Graviton and Amazon’s broader AI infrastructure business could ultimately more than offset the advertising dollars at risk. Then there’s Anthropic. A recent barrage of negative headlines around slowing growth and Meta/Microsoft reducing Claude usage has spilled over into $AMZN sentiment. Again, worth taking seriously. But much of that narrative looks incomplete. Anthropic’s revenue growth remains extraordinary, its IPO appears very much alive, and its massive long term commitment to AWS remains intact. We are still early and one can make a strong argument that AWS has more to gain from an open source first AI world than it would lose from Anthropic’s and OAI’s relative weakness, if it even plays out that way. And now sharply higher diesel prices create another near term headwind to Amazon’s shipping margins. That’s real too. But either fuel prices normalize or as with past cost inflation Amazon eventually passes much of the higher cost through while continuing to drive down fulfillment costs. I don’t need the counter thesis to be wrong to own $AMZN. I just need the bull thesis to be more right.

$next video incoming. NextDecade Cumulative and CAGR range. 2036 - 10 years Price per share: $22 to $180 Cumulative: 230% to 2650% CAGR: 13% to 39% 2040 - 14 years Price per share: $25-$250 Cumulative: 275% to 4,000% CAGR: 10% to 30% Yield on cost is likely between 25% to 138% in 2040.

The urge to throw all my cash at $MU if it drops into the $900s is very strong.

The Market has been way to predictable. They cycle between fear and bullish over the Iran war situation on the daily. Really intriguing time to play with $VG options to ride the volatility.

Went to sell my $VG calls and accidentally doubled my position. I noticed a little later when VG started ripping. Quick 37% returns. I’ll take it.