Tevis
@FunOfInvesting
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I talk about stocks on YouTube. Founder @alphaledgerapp. VP Product @ Tech Startup. $SOFI $NBIS $BTC $BMNR are my current top holdings.
Joined December 2020
Update (Dec 1, 2025) Since Oct 1: ADDED: $BMNR $NBIS $ETH $SOFI TRIMMED: $TSLA $HIMS CUT: $AMZN CSPs open on $SOFI $NBIS $BMNR CCs open on $HIMS $BMNR $NEXT $DUOL Moves & Status: $SOFI: Allocation increased 23% → 30% on price action ($24 → $30) + rolled by Jan '26 LEAPS
Update (Oct 1, 2025) Since Sept 1: NEW: ADDED: $BMNR $NBIS $ETH TRIMMED (via CCs): $AMZN $TSLA $LMND CUT: $SOL $UNH CSPs open on $BMNR $NEXT CCs open on $BMNR $DUOL $TSLA $HIMS $LMND Let some stuff get called away, left me lots of cash to write against. $BMNR currently offers
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$SOFI Smart Card is now LIVE for SoFi Plus Members: - Unlimited 5% cash back on groceries - Up to 4.30% APY on savings - Builds credit with NO hard pull - Prevents overspending (limit based on cash balance) Yet another reason for members to join SoFi Plus
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$NBIS 🤝 $GRNY 🤝 $SOFI My top 2 are in Tom Lee’s Granny Shots And $BMNR is coincidentally my nr 3
$NBIS Nebius is now the 8th largest holding in Tom Lee’s Granny Shot Fund. 👀
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$SOFI The Dept of Ed is officially killing the SAVE plan. 8 million borrowers moving off government subsidies and back into the market. The artificial barrier that froze refinancing is gone. Student Loan TAM will explode. Here's why: 1. Gov stepping out of the way 2. Rates
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If they pull when you push, they will push when you pull. Lesson in that, probably.
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$SOFI New data highlights a big anomaly: Traffic redirecting from SoFi’s platform to .gov websites has reportedly 6x’d recently. This specific traffic is a "silent proxy" for loan originations. When a borrower reaches the final stages of a deal (mortgage, refi, or business
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Bootleg Weekly show is LIVE NOW Topics: $BMNR: Fusaka upgrade complete & Tom Lee at Blockchain Week $AAPL: Mass exodus of major talent reported $NBIS: New short report & valuation check $AMZN: Ending partnership with USPS $SOFI: Raises $1.5B; snubbed by S&P 500 inclusion
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Getting ready to do a full deep dive into a video on $NFLX $WBD $PSKY timeline and I was reminded of something I had totally forgotten about. Take a look at the $WBD board of directors & let me know if you recognize any names in particular. $SOFI
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A bidding war for one of the biggest news networks right before the primaries involving foreign money and hostile takeovers? Yeah, I'm sure this is just about the Harry Potter rights.
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🚨 BREAKING: Major $NBIS Land Acquisition in Missouri Nebius has acquired 398 acres in Independence, MO, for a potential massive AI data center campus. Key Details: Planned 800 MW capacity across 8–10 buildings. This would be the FIRST FULLY OWNED and operated $NBIS facility
🚨 $NBIS BREAKING NEWS COMING FROM INDEPENDENCE MISSOURI!!!🚨 $NBIS JUST ACQUIRED 398 ACRES of land in NorthPoint Development's EastGate Commerce Center, near Missouri Route 78 and Little Blue Parkway!!! Reports came out yesterday after officials in Independence APPROVED a $2B
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Agree with this assessment 👇 $NBIS I would also add an added premium on the upside surprises the company can announce between now and then (ex. European AI buildout, more Hyperscaler deals etc.), so closer to $200 would be my guess.
My calculations put $NBIS between $35-45B market cap next year. That’s $160-$206/share…
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The plot thickens. I should make a video on this full timeline... @DividendStreams seems your thesis might be playing out $NFLX $WBD $PSKY
BREAKING: Jared Kushner, Trump’s son-in-law, is helping finance Paramount’s $108B hostile bid for Warner Bros – just as Trump warned yesterday that Netflix’s approved Warner Bros deal “could be a problem” Paramount is controlled by the Ellison family, whose patriarch Larry
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I can't find any credible evidence of this, nor do I think it's bullish. So if this is true, its not even close to being priced in, which leads me to believe its FALSE. Also, 50 bps would spark recession fears & market would pull back, not rally imo 25bps is still expected
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$GOOG vs. $META going head-to-head in the AI-enabled Smart Glasses space. You know a name that I expected to also be in this space, but isn't... $AAPL Maybe one day in the future, once they rehire a new leadership team, perhaps
NEWS: Google $GOOG says 'AI Glasses' powered by Gemini are coming in 2026. Sundar's coming for you, $META.
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This man @vladtenev REALLY went to INDONESIA before Canada?! Imma crash out I swear 🤣🤣 $HOOD
We’re expanding globally. Robinhood has entered into agreements to acquire Buana Capital, an Indonesian brokerage, and PT Pedagang Aset Kripto, a licensed Indonesian digital financial asset trader--marking our entry into one of Southeast Asia’s fastest-growing markets. More
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Crazy to think about the asset classes that will benefit the most from this wealth transfer, and the ones that will suffer the most.
More than 31% of all wealth is held by people over 70 years old. (h/t Torsten Slok)
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YTD LLM GROWTH RATES (Global MAU): - ChatGPT more than 2x MAUs (358M to 810M) widening the gap between the competition - $MSFT CoPilot stagnated & failed to grow (218M -> 212M) - $GOOG Gemini grew from 145M -> 346M (±138%) overtaking CoPilot - Claude is by far the smallest
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Thank you for sharing! 🙏 $BMNR
Another excellent weekly summary, commentary, and analysis of the events surrounding $ETH and $BMNR from Tevis! @FunOfInvesting Many details and snippets have been compiled here with great editorial competence. An ideal overview! Grab a ☕️ and enjoy.- https://t.co/NOwjD4Q6HU
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Full $BMNR recap is out. It is a MUST WATCH. = QT is over & QE is here. = Fed pumping billions into U.S. banks. = Tom Lee highlights that the last time this happened the S&P 500 index soared 17% in 16 trading days. = December rate cut odds at 87% & crypto legislature is
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$HIMS 👀
🚨 AT 4:01 PM ET YESTERDAY, $280 MILLION OF $HIMS CHANGED HANDS $HIMS 2ND LARGEST DARKPOOL PRINT EVER
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