Finance - Engineering - Arsenal || Documenting the journey to retire by 45y/o

Joined September 2025
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Pushing my limits. Mid 20s & crossed 10% on the portfolio today. Building my future a week or 2 at a time πŸ‹πŸΎβ€β™‚οΈ $XEQT $RGTI $MELI $IREN $NU $HIMS
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My daily bread 🍞
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Elon is doing the smartest thing by using SpaceX’s current valuation (up 50% from IPO price) to buy up Cursor Time to go on an M&A spree and buy up companies generating billions in revenue to make those valuation multiples look reasonable
BREAKING: SpaceX is acquiring Cursor for $60 billion. This will allow SpaceX to ramp up its presence in the β€Œenterprise AI market. The merger is expected to close in Q3’26.
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The cycle has been set since time immemorial. break new highs, find liquidity. If there's no liquidity to go higher, hunt the sell side. Rinse repeat
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Saw a short term opportunity to go long the Aussie Dollar yesterday as well. Going well so far 🏌🏽 $AUDUSD
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We’re looking really good at NY open here. $MELI came in with a vengeance at open too 🀌🏾
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Price action on $CLSK looks like $XRP in 2021 πŸ˜‚
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Word on the street is Real Madrid's now after him by the way. In another life I could be a Scout/DOF I tell you
Is Nmecha on the market this summer? This lad is prim & proper
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I don't think we know how crazy this is. I don't want to regret sitting on my hands during the $SPCX IPO man. This is crazy
BREAKING: SpaceX has agreed to acquire Cursor, the world's fastest growing software startup, for $60 billion in an all stock deal. Cursor has over 1 million paying customers, more than $2 billion in annualized revenue, and is projected to hit $6 billion by end of 2026. At $60 billion, this is the largest software acquisition in history, paying 20 to 30 times Cursor's current revenue. The deal is subject to regulatory approval and expected to close in Q3 2026. SpaceX now owns the rockets, the satellites, the AI models, the chips, and is about to own the tool every developer on earth uses to write code.
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You must be attentive to new discoveries while on the path to solutions even if they might be a deviation from said path. Top story here
An Australian scientist named John O'Sullivan was trying to detect exploding mini-black holes, each the size of an atomic particle. he failed. But the math he built to find them a way to pick out tiny, blurry signals buried in noise from across the universe turned out to be exactly what you need to send wireless data through a room full of walls and furniture. The problem of finding a black hole and the problem of connecting your laptop to the internet are apparently the same problem. He patented it in 1992. Then again, in the US in 1996. Apple, Microsoft, Intel, AT&T, and basically every tech company on earth fought the patent for years. they lost. every single one. CSIRO, an Australian government science agency, collected over $1 billion in royalties from Silicon Valley. an Australian government lab. accidentally. while looking at space. beat every major tech company in the world to the invention that runs the internet. The WiFi you're using right now exists because someone pointed a radio telescope at a black hole that wasn't there.
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Busy day for me on the job. Deploying Starlink WAN to a town as a backup service to a Telecom provider incase of outages
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Looking forward to where we’ll open up today 🏌🏽
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Like $SHOP, $SOFI and others, ServiceNow is at an inflection point. Should $NOW decline and maybe break that 10yr-trendline, narratives would start to shift
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I don't know who needs to hear this, but here it is.
Replying to @cantonmeow
It's OK to be loved. It's OK to have intimacy. It's OK to buy and hold bullish stocks during a bull market.
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If you assume everything will work out in your favor, bizarrely, it probably will.
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Covered all my 18 individual stock holdings with visualizations. Obviously there are alot more in-depth reasons as to why I am holding these but I hope it helps anyone out. I am also in a number of ETFs and will go over those another time. Hope to go over my stocks every Monday
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Lastly we have $VST, a logical play asides from TA reasons. Energy demands will continue to rise as AI infrastructure is needed and data centres are built out. Four bounces off the 61.8-Fib and a reaction off the 3rd trendline touch tells me we're on the runway preparing for πŸš€
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The Amazon of LatinAm, $MELI. This is my current highest allocation. $MELI just committed $4.6 billion to expand logistics and fintech in Mexico. From a TA standpoint, it's so attractive because of the wedge breakout enticing skeptics short.
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I'm convinced we're bottoming out this cycle around this price point of $1550-$1630. Might trade sideways for a while but very very bullish here.
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There's lots of reasons why I got into $NU and will continue to hold this. Like SaaS stocks, it's at an inflection point coming off a retracement so healthy discount. Asides that, their new CFO, Rob Livingston is ex-Visa with a good track record and its currently trading at the current historical multiple.
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Like $GOOGL, $AMZN is in a very healthy uptrend. Anything below $229 is a loading zone for me but no worries wrt overall trajectory.
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