1,000 followers. Thank you to everyone for following along on my journey to a multi-million dollar portfolio. I started this account to share real observations from a decade working inside Fortune 500 tech companies alongside my graduate background in AI. As promised, here is my updated high-conviction personal portfolio layout (excludes retirement accounts all in S&P 500 ETFs): $UBER (20%) 🚗🍲 Dominating the global mobility and delivery layer. The compounding network effects across rideshare and logistics create an unmatched moat as autonomous integration accelerates. $AUR (20%) 🚛 The frontrunner in autonomous freight. Their L4 platform is complete and they are actively scaling commercial truck fleets ($1T TAM) on the road this year. $MU / $DRAM (30%) 🧠 Hardware infrastructure is the foundational bottleneck of this Ai tech cycle. Memory demand is compounding rapidly. $RDDT (10%) 📜💬 Massive user engagement paired with a highly capital-efficient business model. It is rapidly turning into a dominant platform for authentic attention, and Reddit's data will be the "oil" for the Ai era. Other (20%) 💡 Tactical allocations with $IREN making up a decent chunk. I am pinning this here to track the progress openly over the coming quarters. If you want to track the intersection of AI, tech infrastructure, and market realities, hit follow and let's build wealth together. -T.E.E.

Who’s buying $META? I keep a pretty concentrated portfolio, so every position has to earn its place. $META is one of the few names I’ve been adding to consistently in the past few weeks, especially whenever the market gives me a dip. Grossly undervalued in my opinion, you just need to give it patience. $1000 is pretty reasonable in the next few years. NFA. DYOR. -T.E.E.

🚨Volvo Lays Out its Plans with $AUR • Driverless operations in Q1 2027 • 300 autonomous trucks by the end of 2027 • Industrial scaling beginning in 2028 (this is the big one for long term holders) 🚀 All powered by the Aurora Driver. Aurora has already launched commercial operations and expects hundreds of autonomous trucks operating by the end of 2026, and thousands in 2027. Now one of the world’s largest truck manufacturers is publicly laying out a roadmap to scale with Aurora into industrial scale deployment in 2028. We’re moving from “can they do it?” to “how fast can they scale it?” I continue to hold a large position in Aurora, and it remains my highest conviction moonshot investment for the next decade. -T.E.E. $AUR

Really great read from Morningstar’s Seth Goldstein on $AUR today. The part that stood out: Autonomous trucking has logged roughly 500,000 miles so far. Morningstar forecasts that number could reach 80 billion miles annually by 2040. That’s a 160,000x increase from where we are today. What makes Aurora interesting is how few serious competitors remain. Over the past several years, many exited the race, went bankrupt, or shifted focus. This is a TOUGH industry to enter. Today, Aurora appears to be one of the very few companies with a credible path to scaling driverless trucking. Most investors say they wish they had the patience to hold companies like Nvidia through the early years. Opportunities like that always look uncertain in real time, especially when the stock stays stagnant. When I look for investments, I look for businesses with a massive TAM, strong technological advantages, and limited competition. $AUR checks every box. Not financial advice, just my opinions on what I believe are great long term investments for the next decade. -T.E.E.

Chris Urmson just outlined $AUR’s next phase in the recent Fortt Knox interview last Saturday 🔥 • Observerless operations within weeks (true L4) • Production capacity approaching 20 autonomous trucks per week later this year My estimate: • 1,000 - 2,000 trucks in 2027 • 3,000 - 5,000 trucks in 2028 Beyond 2028, things get extremely exciting…This is why this investment is for the patient. For perspective, Waymo is reportedly valued around $120B with roughly 4,000 vehicles. If Aurora reaches a similar fleet scale, proves their leadership position, and receives even a 50% discount to Waymo, the stock will still be worth multiples of today’s valuation (5x). The market is focused on whether autonomous trucking works. I’m focused on what happens when it scales, as I believe Aurora has already solved self driving. -T.E.E. $AUR

London might be the city I’d be the most scared to launch a robotaxi service in. 😳 The roads are tight. Traffic is a mess. Cyclists come from every direction. Construction is everywhere. Yet Uber and Wayve are taking driverless cars there. That’s one of the reasons I’m so bullish on $UBER. Every time autonomous driving improves, Uber benefits. Waymo. Wayve. WeRide. Pony. Avride. Zoox. Whoever wins. Uber doesn’t need to build the best self driving model. It just needs to be where riders go when they need a ride. I still think the market is undervaluing how powerful that position is. -T.E.E.

Memory stock volatility is creating a highly valuable window for anyone tracking actual hardware infrastructure. The simultaneous signals from Elon Musk and Jensen Huang over the last few days paint a very clear picture. Elon highlighted a major supply chain vulnerability by pointing out that America currently has zero high volume computer memory fabs. Advanced computing requires trillions of bits per second, making memory the ultimate structural bottleneck for future scaling. High volume fabs won't be ready for several more years. Right alongside that, Jensen Huang detailed the upcoming roadmap for Nvidia. The Vera Rubin architecture demands unprecedented amounts of HBM, while Vera CPUs and RTX Spark AI PCs are heavily scaling up LPDDR5 consumption. The primary drivers of Ai tech infrastructure are signaling an urgent need for exponential memory capacity. The long term structural tailwinds for Micron and the broader DRAM ecosystem are accelerating rapidly. Do you think memory will continue to be cyclical like in the past or not? -T.E.E. $DRAM $MU

Remember folks, semiconductors via $SOXX for example, are still up over 6% for the past 30 days. We’ve had a historical run up, the market needs a breather.

This is how I make quick lunch money for the whole month via 1 trade. Immediately cashed 70% of premiums selling covered calls in less than 1 week for $HOOD. Rinse and repeat. Looking to sell some puts before market closes during this bloody red day 😊 What moves are you making? -T.E.E.

I’ve said many times before that S&P 500 inclusion is another positive catalyst for $RDDT that people are forgetting about. The announcement is today. Do you think Reddit will be included? Personally I believe it is guaranteed by 2027, but looks like the prediction markets are thinking there is a 30% chance today. -T.E.E.

One of the biggest upcoming catalysts for $RDDT isn’t being discussed enough. The Reddit vs. Anthropic lawsuit isn’t just about one AI company scraping Reddit data. It’s a battle over who gets paid for the human-generated content that powers modern AI models. If Reddit wins or settles favorably, it could significantly strengthen future negotiations with OpenAI, Google, Anthropic, and other frontier AI companies. I wrote a deep dive covering: • The strongest arguments on both sides • Potential settlement outcomes • Why AI data licensing may be far more valuable than investors realize • My valuation framework for Reddit through 2027 If you’re investing in $RDDT, this case is worth understanding. Article below👇

Despite $UBER’s stock going sideways, I think the market is still missing the bigger story. Uber has built one of the best ways to invest in autonomous vehicles. Instead of betting everything on a single AV company, Uber has positioned itself alongside many of the leading players across the industry. The confirmation that Uber made a $500M investment in Nuro is the latest example. By investing in $UBER, I get exposure to their investments in all the leading AV startups. Every new partnership expands Uber’s exposure to the future of transportation while keeping its core rides and delivery business intact. If autonomous vehicles become as large as I think they will, Uber doesn’t need to pick the winner. It just needs to be the platform they all want to use. -T.E.E.

Why do I get anons on X doubting $AUR? Management is so transparent on their roadmap, and you can literally watch their trucks running everyday on Youtube. No other AV company does this. The crazy thing is, even after 100% run up this year, I am quite confident the share price is going to double yet again by 2027 as they ramp up to thousands of trucks and announce new partnerships and lanes. Not financial advice, just my thoughts on long term holdings with huge potential. -T.E.E.

🚨Madrid is about to become Spain’s first robotaxi market. Uber, WeRide, and AVOMO announced they’ll launch robotaxis in Madrid later this year through the Uber app. The part I keep coming back to is that Uber keeps showing up at the center of these launches. Whether it’s the US, Europe, or Asia, more autonomous vehicle companies are choosing to plug into Uber’s network instead of building demand from scratch. The plan in Madrid is to expand to hundreds of vehicles as milestones are met, with a path toward fully driverless operations in the city center. A year ago, most robotaxi discussions were focused on a handful of cities in the US and China. Today, Uber is steadily adding partners, markets, and autonomous supply to the platform. Every new launch makes the Uber app more valuable to riders and gives autonomous fleets access to a massive customer base on day one. $UBER is becoming the default marketplace where autonomous rides are booked. -T.E.E.

🚨 Uber, Autobrains, and NVIDIA just announced a robotaxi program in Munich. A few details stood out: • Built on NVIDIA DRIVE Hyperion • Powered by Autobrains’ autonomous driving technology • Designed as an OEM agnostic platform that can work across multiple vehicle manufacturers • Initial focus on Munich, Germany They’re building a framework that can be deployed across different vehicle platforms instead of being tied to a single automaker. That flexibility could be a big advantage as robotaxi adoption expands. Its great to see Uber continue adding autonomous driving partners while NVIDIA positions DRIVE Hyperion as a common foundation for large scale deployments. What makes Uber especially interesting as an investment is that it’s steadily becoming the aggregation layer for transportation and logistics. As autonomous vehicles scale, Uber can integrate with the winners and provide demand, routing, payments, and fleet utilization. Relative to the size of the global market Uber can address, its roughly $150B valuation still looks remarkably attractive. In fact, it's the only stock in my portfolio that I believe has a credible path to reaching a $1T valuation in the medium term. $UBER $NVDA -T.E.E.

$RDDT is no longer a “maybe someday” S&P 500 candidate. The company already checks most of the boxes: • Large enough market cap • Growing profitability • Massive liquidity • Increasing institutional ownership The remaining question isn’t whether Reddit can qualify. It’s whether the S&P committee decides Reddit deserves a seat at the table. If profitability holds, I think Reddit is one of the more obvious S&P 500 additions over the next 6 to 12 months. And when that happens, every passive index fund becomes a buyer, and we will see yet another spike in stock price. $200 incoming… -T.E.E.

One of the most valuable behaviors on the internet: Adding “Reddit” to the end of a search query. People do it because they want real opinions from real users before making a decision. That’s why 84% of Reddit shoppers say they feel more secure in a purchase after researching on the platform. From the recent earnings call, it was mentioned that users who get answers first from Ai, frequently visit $RDDT afterwards for verification as well. High intent shopping conversations grew 40% YoY. What’s interesting is that Reddit is increasingly turning that intent into measurable results for advertisers. Performance advertising now makes up over 60% of ad revenue. Those are the budgets tied directly to purchases, installs, and signups. Reddit has become part of the consumer decision journey. The monetization opportunity from that is still being underestimated. $RDDT -T.E.E.

Anyone here invests in $GRAB? I’ve been slowly DCA-ing into it over the past months with extra cash. I feel like it’s a great investment to have exposure to South East Asia for the next decade. Let me know your thoughts and thesis. 👇