Nick B Investing
@NickBInvesting
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Tech investor (not financial advice) I built a multi-7 figure portfolio over the last decade. Next step 8 figures $NBIS $ZETA $HIMS $AMD $BMNR $HOOD $FUBO $OPEN
Joined November 2024
Posting YTD gains is a bit silly IMHO. Why? (P.s. im up 63% YTD on a multi-7figure portfolio so this isn't because im embarrassed about my perf) It's because we all have different tolerance to risk. Why? Because our lives are different. What's your life like?
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Wow - 7 years ago....
SpaceX option package for new Tesla Roadster will include ~10 small rocket thrusters arranged seamlessly around car. These rocket engines dramatically improve acceleration, top speed, braking & cornering. Maybe they will even allow a Tesla to fly …
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Wow $HIMS! Is this true?
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My main concern with $LMND is potential AI regulation. Traditional insurers will lobby hard against data collection practices to slow down AI disrupters, especially Lemonade. Long term it's inevitable but short term there could be volatility.
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OpenAI targeting $1T IPO valuation by 2026-2027 puts them at 50x revenue multiple if they hit $20B run rate. I honestly think that is reasonable and I think their revenue run rate will be higher. I think the market will understand the opportunity here and not need
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Powell straight up denied AI bubble talk while announcing rate cuts. $META and $MSFT posting 80%+ CapEx growth. The macro setup for AI infrastructure is clear. $NBIS $IREN $AMD
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The economics battle in AI infrastructure is heating up. Roman Chernin CBO of $NBIS Forbes piece on explains how $NBIS controlling the entire stack lets them shape products into what customers actually need. You can't do that when you're renting everything from different
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The whole market is worried about actual concrete value generation from AI. $META AI ad tools now process $60B annual run rate. Their recommendation systems drove 5% more engagement on Facebook, 10% on Threads. AI is accelerating profits for $META. It's concrete.
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$META Reels now has a $50B annual run rate 🤯 Remember when everyone said TikTok would kill Instagram and Facebook? Zuck is a master of copying competitors.
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$META is moving from 3 separate AI systems for Facebook, Instagram and ads to one unified system. This will be very good for efficiency.
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Bullish $META
Following results, we are encouraged by (1) robust growth in Meta's core advertising business, (2)positive commentary regarding Meta AI and Superintelligence Labs, and (3) momentum associated with the ongoing rollout of new AI-infused hardware. Bullish thesis and $920 PT 🔥🏆🐂
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I have a desk?
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And $AMD Awesome Money Dispenser
META: As a result, our current expectation is that capital expenditures dollar growth will be notably larger in 2026 than 2025. holy shit $NVDA 😂😂
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So far this year my portfolio has gained over 30X my very first job's salary
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Yep - I just bought some deep ITM calls.
I have not added to $META in years but my gut tells me this is a buying opportunity Falling on one time tax expense? Or there is more to the picture that I am missing? 🤔
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Reality Labs burned another $4.4B this quarter while generating just $470M revenue. That's a 94% operating loss margin. How long can $META keep subsidizing the metaverse dream?
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Daily active users across Meta's family of apps grew to 3.43B people. That's nearly half the world's population using Facebook, Instagram, WhatsApp or Messenger every single day. Insane scale. $META
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