5 of my 17 holdings are under my entry this week, and all of them are on the board. The other 12 are above it. Every tile shows SPY over the same period next to my number. Which one would you be watching most closely? https://t.co/pmQIbvr6Qv
$MSTR Q3 results are out. Strategy says it held 848,517 bitcoin as of October 25. I bought $MSTR at $84.54 on 26 Jun 2026. In after hours it's 1.6× from there. What I'm watching next: whether bitcoin holds above what the company paid on average.
Red Ink: $ADUR is one of the holdings sitting under my entry. I bought it at $11.09 on 15 Apr 2026. It's $9.86 now, about -12%. SPY is up about 10% over the same stretch. In October alone it's down about 22%. What I'm watching: no revenue last quarter, C$65.7M in cash at 31 Aug after a share sale, and the Chemelot plant engineering with Saipem. That plant is the proof I'm waiting for. Would you add here, or wait for that proof?
In March, $ZETA was 27% under my entry. I didn't sell. I bought it at $19.85 in Jan 2026. Friday's close was $33.98. That's 1.7× from my entry, +71%. I'm still holding. The chart is below. https://t.co/DVSlhKIpjq
$HOOD is closing in on 5× on my entry. I bought it at $20 in Mar 2024. It's 4.8× from my entry. https://t.co/JAUsyUi686
Friday, so here's my whole book again. 12 of my 17 holdings are above my entry. 5 are under it, and they stay on the board. Every tile shows SPY over the same period, so you can check me. Which red one would you have sold by now? https://t.co/ZYGrNCm9TO
Thanks. The entry was the easy part. Sitting through the chop is harder. I bought $MSTR at $84.54 on 26 Jun 2026. That's 1.7× from my entry.
The hard part of $PLTR was not selling. I bought it at $8.05 on 27 March 2023. It's 24× from my entry, 1,305 days in. The card has the rest. https://t.co/p4PAZ7ex02
Tesla reported Q3 last night. Revenue came in at $28.05B, about flat on a year ago. I bought $TSLA at $228.05 on 7 Apr 2025, and I'm still holding.
1,303 days ago I bought $PLTR at $8.05. That's over 23× from my entry. I'm still holding. The chart has the rest. https://t.co/v7T48VbzAl
