Investor time-stamping my portfolio moves on Savvytrader. Falcon Heavy up +1014%, Falcon 9 up +501%, Stairway to Heaven up +462%.

Joined January 2023
“ToNewHighs” for 40% off the Falcon 9 Portfolio on Savvytrader. Up a cool 550% now. Portfolio link: savvytrader.com/400kProject/…
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I think we’re going to start seeing some “I bought this car before I knew Elon hated Neoclouds” stickers. $TSLA $SPCX
🤖 Made with AI
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Oh look the sky isn’t falling. Shame on the JP Morgan’s (and Elons) of the world for fanning the flames yet again.
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400k Investment Project retweeted
funny how the # of customers hitting us up for neocloud capacity (even at large volume) is at an all-time high while neocloud stocks are at rock bottom wild divergence between fin bros and tech bros one side is pretty wrong. time will tell which :)
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400k Investment Project retweeted
sneak peek into how your packages will move in the not so distant future (yes, the airplane does not have a cockpit)
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The fear mongering with entirely dissimilar data is mind blowing…
The dotcom analogy fails on the two numbers that matter! If you want access to the FULL slide-deck on AI versus dotcom, join us at @RealVision , where I will reveal the full study this week.
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lol, the who’s who chirping in
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Boom! Bloom. Very very good. And yet, no bounce?! Absurd.
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Waiting for anthropic’s S1 to save the market now…
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Good thing Leopold came back for this…
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You know what $1T of data center spend is going to need? $50B of $EOSE batteries. See you at $10
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400k Investment Project retweeted
"AI bubble." 🙄 Heard it a 100 times already... Nasdaq forward EPS: +78% since Jan 2025. Price: +40%. Valuations are falling for the right reason. Earnings are outrunning the price. Put another way, inflation destroys earnings. Unless you're the one causing it.
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Game on. Those who stuck it out shall be rewarded.
BREAKING: 🇰🇷 Korea Exchange halted program buying for 5 minutes as the KOSPI surged +4.7%. Over ₩238,000,000,000,000 ($160 BILLION) added to the South Korean stocks. Samsung and SK Hynix surged +7% and +7.5%.
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So there’s money looking for a home…
*ANTHROPIC COULD SPEND $750B ON OBTAINING COMPUTING CAPACITY:WSJ They are capacity constrained and will buy more hardware
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Elon: “demand for bandwidth 1000x what it is today…” $ASTS
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$AXTX showing relative strength and unaffected by data centre business due to excessive demand that they cannot meet. Guidance and fundamentals support higher prices.
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Once Anthropic comes to market and has $200 billion in their pocket, I think a lot of these funding concerns start to fade away. $CRWV $NBIS The market is likely to resume a grind higher from here. Especially neoclouds and others that are down.
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Paris is always so charming
This was all filmed in Paris this weekend
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