Bought some $AMKR today
-Made in AMERICA
-New 2bn advanced packaging campus in Arizona (Arizona is located in AMERICA)
-Pipeline w/ US assembled chips from Intel/US Fabs/TSMC AZ
-fPE 17-20x
-AMERICAn govt has incentive to make domestic packaging viable
Anime: Hetalia Axis Powers
Fundamentally, not much has changed about $CCXI since it was the darling of FinX and all over feeds for about 2 weeks. I'm starting to buy
- One of few pure play publicly traded humanoid robotics stocks
- Despac into Agility Robotics catalyst expected by EOY26
Anime: Code Geass
Anime girl trades to 10 mil challenge
Port update
Last time I diversified away from $NBIS, but now the market has given me an opportunity to full port Nebbers once again.
Balance 900k
$NBIS - 100%
$PURR Hyperliquid looks decent here, bought a little
-Leveraged exposure to HYPE
-Asymmetric upside
-Gamblification of markets is a secular and generational trend
-Druckenmiller senpai bought 20+ mil of shares
-Post your favorite anime catgirl/boy below->
Anime: Hunter x Hunter
It's time to get excited about $BSX. I'm ten billion percent sure the risk:reward is attractive here so Misaka capital is opening a starter position.
-Elite medtech,FARAPULSE
-Overreaction to Watchman+EP comp
-Returning organic growth
-Massive insider purchases
Anime: Dr. Stone
$CIFR looks like a decent risk:reward at these prices.
-Relative discount in the neocloud basket
-Trades around previous bottoms from earlier this year
-15 year lease deal with $AMZN AWS
-10 year contract w/ Fluidstack + $GOOGL backstop
-Colocation CHADs
Sauce: Honkai Star Rail
Anime girl trades to 10 mil challenge
Port update
Absolute blowout earnings by $NBIS! I said that I wouldn't look to deleverage Nebbers till 240+, that was hit today and I diversified into other plays.
Balance 1.05mm
$NBIS - 73%
$RDDT - 9%
$HOOD - 9%
$DRAM - 5%
$AAOI - 4%
