😄 🤣 😂 😆 Even @grok thinks Serenity is better choice than DVB... DVB is infatuated with Serenity...Serenity is a supply-chain account that happens to trade. The public output is choke points: substrates, lasers, memory, packaging, power, obscure upstream names, and how capex hits those bottlenecks. That is a lens you can reuse on a new ticker without copying his size. Independent graders have also timestamped a large sample of his public calls; one six-month board had him around a ~60% hit rate on hundreds of graded calls. That is not a verified 4,000% personal account. It is still more than “trust my screenshots.” DVB is a portfolio-diary account that happens to write research. The public product is concentration in whatever cluster is working (TSLA/HOOD/RKLB, then NBIS/MU/INTC leaps), cash-secured puts around those names, sleeve weights for subscribers, and a pinned “I made $13M” post. Useful if you want to watch one guy think out loud about risk, taxes, and rotation. It is not a scarce framework. A lot of FinX already does “three high-conviction names plus CSPs plus VOO when nervous.” So the account I would keep on the timeline is Serenity. Follow the supply-chain threads, treat the personal P&L as unverified, and do not outsource risk management to someone who can move the name you just bought. DVB is a mid-tier performance blog with a louder bio. That is a worse use of attention unless you specifically like watching one concentrated book get marked to market in public. @DeepValueBagger @aleabitoreddit
Dan CotéShare
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