Van.. @vanazadIian
Hedge Fund Manager || Based In NYC Founder & CEO of Spark Capital Management Not Financial Advice linktr.ee/vanazadian New York,NY Joined August 2011-
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When I was 19, I bought $AMD for the first time. $155 → $600 (+292%) in just 14 months Following me is completely free...
What is the most misunderstood stock in the market right now? Not the most undervalued. The most misunderstood.
$AMZN may be the best robotics investment in the public markets. Automation could dramatically expand margins and free cash flow. Amazon can be its own biggest customer.
$AMZN shareholders watching the silly little bears underestimate AWS and robotics.
Congratulations to $AMD CEO Dr. Lisa Su on receiving the National Medal of Science, for her contributions to semiconductor technology and high-performance computing.
ELON MUSK IS THE GREATEST ENTREPRENEUR OF ALL TIME. Tesla $TSLA, SpaceX $SPCX, xAI, Neuralink I agree with President Trump on this one. Who has built anything remotely comparable?
$META IS UP 34% SINCE JULY 30. $540 → $720 I still believe there is significantly more upside ahead. The SI story is far from over.
YOU CAN ONLY OWN ONE STOCK FOR THE NEXT 10 YEARS. $NVDA $AMZN $GOOGL $META Which one are you choosing?
Gonna be a way happier shareholder when $NVDA hits $300
10X ON $NVDA. Up +935% since 2023. Feels pretty good.
Ken Griffin reveals how Citadel worked about 40 hours straight to buy most of Situational Awareness's portfolio
💥OCTOBER MARKET COMMENTARY💥 Going into Q4, I’m focused on the same thing I am every quarter: Owning great businesses and letting them compound. Earnings season starts this month, and that is where the real test happens. I care about: • Pricing power • Revenue growth • Margin expansion • Free cash flow • Capital allocation Price moves over a few weeks are noise. Earnings are the signal. A small group of companies continues to drive a large share of the market’s gains. I do not see that as something to fight. The best businesses keep growing earnings, generating cash, and reinvesting that capital at high returns. That is what I want to own. October can also be volatile. If it is, I view that as an opportunity to add to businesses I already understand at better prices, not as a reason to change the entire plan. Most investors are focused on the next quarter. I am focused on the next 10 years. That is the difference.
Pictures from dinner
$UBER BEARS: GIVE ME YOUR BEST ARGUMENT. Why is the stock NOT a buy right now? Robotaxis? Valuation? Competition? Regulation? Give me the strongest bear case.
My favorite part of the $AMZN robotics thesis: Amazon can be its own biggest customer. Every warehouse is a place to deploy the technology. The payoff → lower costs, higher margins, and more free cash flow over time.
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