Nicholas @NickCompounds

At what point does "you're young, take risk" stop being a reason? Essentially my entire net worth sits in seven stocks. When should this change, if ever?

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Costco delivery on $UBER Eats went nationwide today. Nearly 600 locations, and already live in Canada. Through all the noise, people forget this business is quietly scaling retail. Grocery & Retail is now $15B in annualized bookings, growing ~40% YoY and outgrowing restaurants.

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Fez @FezWeb3

4 days ago

Me riding to zero instead of panic selling for a loss

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Nicholas @NickCompounds

4 days ago

@joungsta @CatLadyCapital Yeah maybe he had other motives...

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Nicholas @NickCompounds

4 days ago

@DudeWhoInvests Would send the market nuclear.

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Nicholas @NickCompounds

4 days ago

@kevinxu Getting scary.

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Nicholas @NickCompounds

4 days ago

$NKE leaves the S&P 100 on Sept 21 after 18 years. The four companies replacing it: $DELL, $PANW, $ANET and $SNDK. All four are tech. S&P 100 slowly turning into a $QQQ alternative.

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Nicholas @NickCompounds

4 days ago

When does $META muse come to Canada? Seems like so much optionality.

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Nicholas @NickCompounds

4 days ago

@DudeWhoInvests Didn't last very long

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Nicholas @NickCompounds

4 days ago

@StockSavvyShay No wonder Anthropic and Open Ai want an industry slowdown. $META is going to eat their lunch.

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Nicholas @NickCompounds

4 days ago

My cash position is at 15%. The 10-year is at 5%. Not rushing to deploy this cash. High-quality compounders deserve patience. $UBER $META $APP

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Nicholas @NickCompounds

4 days ago

@ariaradnia Big time.

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Nicholas @NickCompounds

4 days ago

Today: 10-year Treasury at 5%, highest since 2023 Crude over $107, up 9% in a week Gasoline up 27.4% year over year Fed expected to hike Wednesday for the first time since July 2023 Three years ago any one of these headlines is the main investing story of the year. Instead we get all three.