Dumb Money Capital
@DumbMoneyCapitl
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Tech founder on sabbatical. š¤ $NVDA @ $60 š $RKLB @ $12.50 š $EOSE @ $11 Tweets about macro, AI and my port.
Main St.
Joined August 2025
Grew my portfolio from $700k to $6.5m with momentum investing. Bought $NVDA at $57, after it had run up 100% in the prior 12 months. Bought $RKLB at $12.50, after it had run up 150%+ in the prior 6 months. Bought $EOSE at $10, after it has run up 300% in the prior 6 months.
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Charlieās post is a great example of why valuation is a horrible market timing tool. SPX +21% NDX +101% in 1999 after being āovervaluedā. This bull run will come to an end at some point - they all do - but it isnāt because valuations hit an arbitrary number. Fed policy
Months where the S&P 500's CAPE Ratio has closed above 40... January 1999 February 1999 March 1999 April 1999 May 1999 June 1999 July 1999 August 1999 September 1999 October 1999 November 1999 December 1999 January 2000 February 2000 March 2000 April 2000 May 2000 June 2000 July
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Day to day, my life is the same as when I had $1m. - Same food - Same apartment - Same phone - Same car (none) The biggest difference though? I can survive a -50% drawdown and still feel OK about myself. š
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You're going to hate to hear this, but $1m isn't life changing. You still have to go to work. You still have to save most of your paycheck to hit your financial goals. Broken down by SWR, $1m gives you a SWR of $35k/year. This is poverty level income in the USA. Saving $1m is
When is enough, enough? Iād be lying if I said I havenāt thought about selling. The thought crosses my mind almost daily. Yet every time I hover over the āsellā buttonā¦I canāt press it. Is it greed? Conviction? Intuition? Right now, Iām staring at life-changing money in
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Crypto investing sucks because there is no good decision making framework. You can't evaluate a coin's fundamentals and build models in the same way you can a publicly traded company. No decision making framework = gambling.
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I want to live with more gratitude but Iām stuck with anxiety about the numbers going down. Whatās the secret?
I can taste freedom. For as long as I can remember, Iāve dreamed of living life on my terms.. Waking up without an alarm. Spending every day with my family. Chasing passions instead of paychecks. On September 10th, my portfolio crossed $1,000,000 for the first time. Just 20
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One of my favorite charts
PSA: Rocket Lab trailing 12 month electron vehicle launch cadence has hit 19. That is a launch approximately every 19 days. $RKLB
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Cheap rideshare on SpaceX won't kill small and medium lift launchers like $RKLB. The demand will continue for small and a medium launch. 1. The customer needs to go to Y, but the rideshare is going to X 2. The customer wants to get their expensive sat programs on orbit, not
Thanks to @synspective for entrusting us with 21 launches. One of the industryās biggest bulk buys.
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Met a guy today. Age: 22 Portfolio: $1 Million Started investing a year ago. Goal: To retire at 30. I asked him how he has managed to build $1 Million at this age. He said he worked hard & convince his dad to give him $5 Million and invested it all in $XRP and $ADA
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"A Rocket Per Day Keeps High Costs Away". Originally written in 1992! This thesis analyzes why rocket programs are so expensive. It's launch cadence! Rocket programs are ALL about cadence. Paper goes onto explain: - The first rocket program was the V2 in Nazi Germany, and
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I've always said, "university is for idiots" Always good to learn Naval thinks about an idea in a similar way to a thought I developed independently.
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@tradewithmaxx @chasedownleads breakout of a descending channel. extremely bullish congrats in advance on the generational wealth
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Did anyone notice how similar Astra's mission is to Rocket Labs? Rocket Lab's mission is "Open access to space to improve life on Earth" Astra's is below. Captured from Chris Kemp's talk @ Berkeley Space Symposium 2025 $RKLB
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Clicked send too soon apparently. Wow, the Astra's mission is awfully close to $RKLB's Rocket Lab's mission is "Open access to space to improve life on Earth" Astra's is below. Plagiarism is low value behavior and is generally just the tip of the iceberg of antisocial
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I watched the whole talk, interesting if you're into space, regardless of what you think about Chris Kemp. - Kemp called himself out a few times, including with the sideways rocket - Unnecessarily called out RKLB, it felt out of place in the 30+ min presentation to college
Chris Kemp (Astra CEO) calls out Rocket Labās Electron š® āOur rocket was too small.. and so is Electronā āIf you can only fit a few hundred kilograms, your TAM is basically insignificantā $RKLB
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Starting to feel like pre-liberation day euphoria. Right before it I bought $RDDT at ATH's on margin for about ~10% of my account value. Got absolutely crushed, took a $400k loss when I sold to avoid potential margin call, and had to sell 20k $RKLB shares to bring margin back
Every day lately, I see retail traders chasing a new stock Please be careful chasing shiny objects. Lots of money can be made, and lots of money can also be lost. And for the love of God, if you are going to buy some of these names, please do not go all in with your
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