I’m sized into
Spx
Fartcoin
Useless
Pons
Crypto
Crcl
Plays spread across some rh memes
Will prolly look back on this and be like nice that worked or just delete the tweet
Ill cut to the chase, I Will be Building a Large position in Richardson Electronics $RELL for several reasons and Ill end it with my favorite Reason
They have a lil bit of everything:
• They use high-power RF to create the “plasma” that etches chips.
• Few competitors
There’s gonna be those that play in the trenches and then the other group that’s just gonna be like “ yeah I’m too tired to mess around with all that junk” and just hold fartcoin and SPX
bullish $Ntdoy as most of the headwinds are getting behind it , the biggest being Memory pricing.
I like Nintendo as a multi year hold...... Movies is a huge hidden tail wind for the story as well
Every cycle there are always a handful of extremely asymmetrical bets
2017 was ETH , dash , xrp , xlm….. ( payment coins)
2020 /2021 was defi coins and l1s like ohm, time , ftm, sol , avax, joe ,luna, and of course memes like shib doge ……..
2023/2024 was predominantly