If I had $100K to invest today, here’s how I’d split it: $SOFI$25K $AMZN$17K $UBER$11K $NOW$11K $ZETA$10K $NFLX$9K $AMD$9K $APP$8K Concentrated, long-term, and built around businesses I’d want to own for 5+ years.
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8 Comments
Charles V
@just.char · 6h
Why is this different than the $100,000 August 13th post? Why did your conviction change on $OSCR, $SNAP, & $BN? Or are you just creating content just to be consistently posting?
SDM @sergi.dmc · 6h
Nothing on AI infrastructure? Energy, photonics, robotics, space. Even rare or raw materials?
Kenny
@kentuckyy · 7h
Your conviction on Sofi is truly amazing got in with call leaps hopefully it will do good by 2027
Besim
@besim89 · 3h
Sofi, Amazon, amd, now, Nike, American express, Celsius holdings, Wynn resorts, apld maybe? It dropped alot. That's my thoughts
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