3/4/25 :: VROCKSTAR :: 
NXT
NXT, Bitcoin, NVDA... that's it
down to 3 positions
the kings
nxt - massively understated growth, mgns, consensus cash and buybacks coming (50% position in deep ITM LEAPS)
bitcoin - there is no second best. way higher, even if we do a dip to 60s, 70s ST... who knows. (30% position)
nvda - 25x PE for 50% CAGR. cash machine (10% position in deep ITM LEAPS)
looking to only own the highest conviction stuff in trumps chaos tape where downside maybe 20-30% max but where even based on where we r today, upside is already 2-3x to 1 plus.
10 cash. probably goes to NXT to bitcoin if/when
OBTC gets you 10% off spot ;)
be well.
omg. but we've seen this before.
V
NXTNXT, Bitcoin, NVDA... that's it
down to 3 positions
the kings
nxt - massively understated growth, mgns, consensus cash and buybacks coming (50% position in deep ITM LEAPS)
bitcoin - there is no second best. way higher, even if we do a dip to 60s, 70s ST... who knows. (30% position)
nvda - 25x PE for 50% CAGR. cash machine (10% position in deep ITM LEAPS)
looking to only own the highest conviction stuff in trumps chaos tape where downside maybe 20-30% max but where even based on where we r today, upside is already 2-3x to 1 plus.
10 cash. probably goes to NXT to bitcoin if/when
OBTC gets you 10% off spot ;)
be well.
omg. but we've seen this before.
V
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