$8M NW | fatFIRE | Peter Lynch 2.0. Long term investor, chasing deep value baggers. Ex-Senior Exec Tech/SV. Building agentic equity research platform. e/acc

Joined February 2024
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I'm so close to 10m guys. But I'm not celebrating or changing my bio yet. I want to see it settle out for a few weeks, and my goal is to get this over $10m post-tax. I'm happy nevertheless!
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Elon Musk has become the world's first trillionaire.
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The game of $SPCX begins, The question is who will blink first.
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Replying to @iam_smx
*trillioniare
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$SPCX Capitalization table.
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SpaceX officially begins trading. I can't wait to see my shares coming to my broker so I can ogle.
Elon Musk rang the Nasdaq opening bell today as SpaceX officially began trading under $SPCX.
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Daiwa initiates buy on $MU at $1600. Bawler move!
$MU | Daiwa 𝐢𝐧𝐢𝐭𝐢𝐚𝐭𝐞𝐬 𝐁𝐮𝐲 on 𝐌𝐢𝐜𝐫𝐨𝐧 𝐓𝐞𝐜𝐡𝐧𝐨𝐥𝐨𝐠𝐲, 𝐢𝐧𝐢𝐭𝐢𝐚𝐭𝐞𝐬 𝐏𝐓 𝐚𝐭 $𝟏𝟔𝟎𝟎
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$ORCL is spending money to defend their business. I would stay 100% away from that. I'm not even sure what Oracle business is anymore. 638B backlog, 300B from OpenAI and 263B come from hyperscaler. Are they datacenter/infrastructure company now? What is the value?
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$RKLB entering the Nasdaq 100 gives me a bit goosebump. I published my infamous thesis on $RKLB in January 17, 2025 when $RKLB was $24. Many investors followed me and it built my early followings. My article was republished in Korean community and attracted a decent following oversea too. I rarely write a love letter "thesis" for a stock I feel so passionate about. Rocket Lab was literally valued $3B for 2nd most successful rocket company in the US (only 2 companies are successful in the US - i don't count Boeing's record). It was a generational buy to be able to become an equity owner of that company. It would take 10 years just get it right through immense R&D and spending, and most of those companies go bankrupt - not Rocket Lab. I started buying them since they were $7-$8 from Sept 2024. At one time, I owned more than 30,000 shares of $RKLB, nearly $4m value today. I recently trimmed a large chunk coming up to SpaceX, and hold more than 2000 $RKLB shares. For all of us who invested this long, I can say that we never expected the price move so fast, and it would make the Nasdaq 100 in only 2 short years. I'm still processing how surreal it is. Congrats everyone!
17 Jan 2025
As promised, Here is the full thesis on Rocket Labs $RKLB. I am looking at Rocket Labs through the lens of system thinking (first principle, feedback loops, and pattern recognition) and Peter Theil (invested in SpaceX) Zero to One. Read & discuss on this thread. Link: hackmd.io/@deepvaluebagger/r…
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