mike (@Bee_eeezy) profile picture

mike

@Bee_eeezy

Father, Husband, Former Private Equity VP, Trader/Investor.

 Miami, FL
Joined September 2017
  • Tweets373
  • Following205
  • Followers15.1K
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9 years ago I had my first $50k day. 7 years ago I had my first $100k day. 6 years ago I had my first $250k day. 4 years ago I had my first $1M+ day. Today I had my first $10M+ day. You can do it too.
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It’s been a fun year. We’ve made a ton of money together and it’s still far from over, However, I have red periods too, which is why I preach steady accumulation and embracing volatility. 10/6-11/6 IB - Top 5 worst 1 month performance ever for me, but I’m not going anywhere.
Image from mike (@Bee_eeezy)
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The best part of managing only my own money is that my portfolio can be down 28.64 million American dollars in 1 month and I don’t have to answer to anyone.
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I’ve rarely been more excited than I am today to get to deploy more capital
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Me too, Mike, me too.
Mike Novogratz (@novogratz) profile pictureMike Novogratz
@novogratzNov 5
The blue wave has weighed on companies like ours. I get it. But let’s not confuse politics with long-term fundamentals. Finance is moving onchain and demand for AI is exploding. These are generational shifts that will play out across administrations and market cycles. We’ve spent years building Galaxy to win in both. That includes Texas, where we delivered Helios Phase I on schedule and 800 MW is already leased under long-term contract. We’ve worked with legislators and local communities there for years, and we’ll keep doing that with the new administration. We share the same goals: reliable power, protected water and strong communities. I see a massive disconnect between where $GLXY trades and what I believe this company is worth. That’s why I’m buying more stock, starting today. I’m betting on us, big time.
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This is an absolutely epic meltdown. How much leverage did these funds truly have on? 😮
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Some serious forced selling deleveraging price action out there today. Going to be fun to see who blew up
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Maybe Dems do put data centers out of business, but I think buying $CIFR at half the price of where it was BEFORE announcing deals with $AMZN and $GOOGL is a nice opportunity for patient investors.
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I feel the same way about AI now as I did with crypto when $BTC was 60k. The theme isn’t over. Change your timeframe from a couple days/weeks to a couple years and pullbacks become welcomed buying opportunities. Big gains require stomaching or even embracing volatility. Carry on.
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Bought large chunks of $CIFR $GLXY $COIN $BMNR and $SE today. Scheduled accumulation buys will continue.
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Capitulation. Panic. Fear. Time to go shopping.
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It's funny how every supposed 7,8,9 figure trader on X has to sell a paid subscription service these days. Generational alpha has been handed out on my feed all year, outperforming all of these substack/patreon 'gurus'. The bee will always be free.
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mike retweeted
mike (@Bee_eeezy) profile picture
mike@Bee_eeezyJun 4
$ARKG $XBI are breaking out of massive bases while $RSP keeps printing new ATH and there are still people who think it's the right time to be bearish
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Replying to @taobanker
Speaking of tough times…
Image from James Chanos (@RealJimChanos)
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Oh look it's up another 12% in 2 weeks and heading higher. $RXRX
mike (@Bee_eeezy) profile picturemike@Bee_eeezySep 21
$RXRX is breaking out of an 8+ month base and closed above the 200D MA and 50W MA for the first time all year on Friday. +3.5% again today and 180M shares remain sold short with 19M average daily volume. This could get fun here soon.
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Everyone has been so concerned about the market due to the moves in 10y and 30y yields. That’s not a sign of stress, that’s a sign of a strong economy backed by massive growth from AI. GDP numbers reflect just that. The economy can support higher rates. The bull market continues.
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Majority of the move in yields is all driven by the war in Iran. As soon as it ends and energy prices come down, yields stabilize. It’s really quite simple, healthy economics. Doomers will have you believing the world is ending and a market crash is coming. They’re very wrong.
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$RXRX is breaking out of an 8+ month base and closed above the 200D MA and 50W MA for the first time all year on Friday. +3.5% again today and 180M shares remain sold short with 19M average daily volume. This could get fun here soon.
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Oh yeah, Institutional ownership is also at ATH. Hmm.
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mike (@Bee_eeezy) profile picturemike@Bee_eeezySep 3
Final call: the crypto bottom is in. Stop overthinking it and buy the dips as I’ve said time and time again. The market has flipped bullish, bear cases are invalidated, and we're heading significantly higher. Act accordingly.
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Final call: the crypto bottom is in. Stop overthinking it and buy the dips as I’ve said time and time again. The market has flipped bullish, bear cases are invalidated, and we're heading significantly higher. Act accordingly.
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