Updated Portfolio Breakdown (1 Week Later) Trimmed a little off the top on some Rare Earth names and rotated the gains into more $NOW. $MNTS has completely supercharged the portfolio — up 152% this week alone 🚀 Also opened a small position in $TAOX as my only crypto‑linked exposure via the treasury approach. Here’s how the SIPP looks now... Total Portfolio: Value: £82,530.95 Performance: ( 26.05%) Holdings: CoTech Holdings (5,263 shares) $CTH.V — £4,194.61 (-8.09%) Electra Battery Materials (2,833 shares) $ELBM — £1,311.96 (-0.58%) Greenland Energy (877 shares) $GLND — £2,146.02 ( 8.59%) Hims & Hers Health (276 shares) $HIMS — £4,873.30 (-10.94%) Moderna (223 shares) $MRNA — £7,792.02 (-12.99%) Momentus (2,500 shares) $MNTS — £29,017.50 ( 172.15%) MP Materials (125 shares) $MP — £6,271.01 ( 3.52%) Northrop Grumman (19 shares) $NOC — £7,880.54 ( 0.35%) ServiceNow (164 shares) $NOW — £12,241.58 (-1.21%) TAO Synergies (137 shares) $TAOX — £459.55 (-4.50%) USA Rare Earth (311 shares) $USAR — £6,439.66 ( 12.19%) Thoughts: I probably hold too many names — ideally I’d cap this at 6 — but right now diversification feels right given the asymmetric themes I’m targeting. Rare Earths, Space, SaaS revival, Defence, and undervalued Biotech all have huge upside potential in my view. Moderna is a value play pandemic hedge. Hims remains one of my highest‑conviction growth stories. Greenland could explode if the narrative returns. And CoTech… massively under‑the‑radar but I think it’s worth far more long‑term. Not bad for a week — and I don’t think we’ve even started yet. NFA. DYOR.

$AEVA is being slept on, way more potential than $OUST

This market is propped up by passive index investors 90% of these companies are rubbish

I wonder whether $F will move given its transition to energy / ai

Honestly $AMZN is not priced correctly, should be $500

I want one

Shopping for a new top = takes forever Investing £10k in a stock, takes me minutes 😂 This is not good

I asked AI this. Is ServiceNOW $NOW safe from AI, I feel like software could be dead for investing? It's answer: Here’s the straight, grounded answer you’re really asking for, Kalum — is ServiceNow actually safe from AI, or is software dead? Short answer: ServiceNow is one of the least threatened software companies on earth. If anything, AI makes it more valuable. Let me break it down in a way that actually makes sense for an investor. ⭐ 1. ServiceNow is not “software” in the normal sense Most SaaS companies are: feature apps point solutions tools that AI can replace UI layers that LLMs can automate away ServiceNow is none of those. ServiceNow is: A workflow operating system for enterprises. It sits underneath the business, not on top of it. It’s the glue that connects: HR IT Security Finance Procurement Operations Compliance Approvals Tickets Automations Integrations AI doesn’t replace this. AI needs this.

Indians make themselves redundant for $3/hour

I value $SPCX at around a $300B - $600B marketcap I'd pay a slight premium, perhaps $800B Let's see how it moves over the next 24 months

Who’s the Scottish twat commentating on the footie #worldcup

FFS trump just shut up mate

Exited the $MNTS trade, seems down from here. Stuck to my plan which was to ride it into the SpaceX IPO week. Looking at taking a large position in $HLAG

Hows the market opening?

Go all-in on shipping stocks, you are welcome

ITS OVER 🚨

Key here is in the "Buy" and not "Build", such a consumer country now its embarrassing and he probably thinks this announcement makes him look good.

If Bitcoin goes below $50,000 I will buy 1 BTC This is exactly how Bitcoin works, you need blow off tops for people to get back in Right now we are in an AI driven hype cycle which wont last forever, fundamentals will come back and as long as their is inflation in the dollar There will be a need for $BTC in your portfolio

Gm Expected pullback last week due to jobs report being strong, was bound to come at some time Still bullish, likely we bounce back with a vengeance next week