Jordan @jordan_invests
Private Banker in Sydney 🦘 | 🇦🇺: $PME, $4DX, $TNE, $TLX, $AD8 & $NDQ | 🇺🇸: $NVDA, $SOFI, $TSLA, $SE & $HOOD | Personal views only; not financial advice. Sydney, New South Wales Joined April 2014-
Tweets636
-
Followers160
-
Following368
-
Likes10K
10 stocks I will continue to buy more of for my long-term portfolio: 1. $NVDA - Nvidia Data center revenue $75.2B last quarter, up 92% YoY - now 92% of total sales. Guided $91B next quarter. Blackwell is the fastest product ramp in their history. Targeting $1 trillion in combined Blackwell and Rubin revenue through 2027. The AI infrastructure standard.
@MoInvestingHQ No one knows in short term man. Focus on the long term.
@ariaradnia Not financial advice. 🏥 $PME.AX — 30.68% 🤖 $NVDA — 20.44% 📈 $QQQ — 11.05% 🏦 $4DX.AX — 7.71% 💳 $SOFI — 6.61% 💻 $TNE.AX — 4.59% ₿ $BTC — 4.28% 🚗 $TSLA — 4.08% 💊 $TLX.AX — 2.73% 🌏 $SE — 2.61% 🤑 $HOOD — 0.38%
BRAD GERSTNER'S ALTIMETER CAPITAL UPDATED THEIR PORTFOLIO AS OF THE END OF Q1 Here's every position they hold and what they dumped this quarter: CURRENT HOLDINGS: Nvidia $NVDA: $1.63B (28.57%) Meta $META: $1.12B (19.61%) Uber $UBER: $573.4M (10.06%) Taiwan Semiconductor $TSM: $461.5M (8.10%) Microsoft $MSFT: $438.1M (7.69%) Amazon $AMZN: $435.2M (7.64%) CoreWeave $CRWV: $348.5M (6.12%) Snowflake $SNOW: $290.5M (5.10%) Arm Holdings $ARM: $259.5M (4.55%) Axon $AXON: $63.3M (1.11%) Robinhood $HOOD: $62.3M (1.09%) Broadcom $AVGO: $20.8M (0.36%) Grab Holdings $GRABW: $262K (0.00%) FULL EXITS THIS QUARTER: - Bloom Energy $BE: -260,730 shares sold - Confluent $CFLT: -6,933,250 shares sold - Coupang $CPNG: -15,676,794 shares sold - Google $GOOGL: -519,290 shares sold - MercadoLibre $MELI: -68,480 shares sold - Shopify $SHOP: -570,210 shares sold - Zillow $Z: -2,187,421 shares sold
@ByronOnX Long term does this structurally affect our market, or just a buying opportunity?
@gabz_investor05 It does! And has earned you a follow from me. Thanks mate.
Most investors only value what they can easily model in a spreadsheet. Revenue, margins, EPS, multiples, etc. But what is the value of consumer trust? Merchant dependence? Habit? Operational expertise? Delivery? Brand positioning? Organizational culture? Those invisible assets don’t appear properly on financial statements, but over long periods of time they often become the true source of dominance. At a certain point scale itself becomes a moat. Habit becomes a moat. Trust becomes a moat. Infrastructure becomes a moat. And over time all of those things reinforce one another until the ecosystem becomes incredibly difficult to displace. Could I be wrong? Absolutely. Credit problems can happen. Competition can intensify. Latin America is not an easy region. But after watching this company execute for 15 years through every narrative shift imaginable, I have learned to deeply respect what this management team consistently accomplishes. Watching $MELI for 15 years also taught me something broader about investing itself. The biggest winners often look the most uncomfortable in real time. It taught me that elite management teams deserve more patience. It taught me that volatility and uncertainty are often the admission ticket to extraordinary long term returns. 🌹 3/end
INSTEAD OF WATCHING NETFLIX TONIGHT. Spend 1 hour with this. Claude AI FULL COURSE that teaches you how to BUILD and AUTOMATE anything. The people who watch this tonight will wake up tomorrow with a new skill. Watch it and Bookmark it now.
The surest way to become a millionaire is by owning quality businesses that have a strong moat Here are 10 stocks I'd be comfortable holding for the next decade: 1. $AMZN - Amazon The story most people are missing is the custom chip business. Trainium and Graviton just crossed a $20B annual run rate growing at triple digits. Trainium3 delivers 4.4x the performance of its predecessor and is nearly fully subscribed. AWS grew 28% in Q1 with over $225B in revenue commitments. Jassy says the chip business alone could be worth $50B. This isn't just a cloud company anymore.
@AdityaInvests90 Shouldn’t you want cheaper prices for a company you believe in long term? Just.. buy more..?
@wealthmatica @BleedingEdgeAM are you still covering this one? I remember you rec’d it >5 years ago
Instead of looking for a needle in a haystack, just buy the entire AI haystack. Compute: $NVDA, $AMD, $MU, $ASML, $TSM Networking: $ANET Power and cooling: $CEG, $BE, $VRT Data: $MDB, $ORCL Control layer: $PLTR Security: $CRWD Observation: $DDOG Cloud infrastructure: $GOOG, $AMZN, $MSFT, $ORCL
The next 5 years will create one of the biggest revenue breakouts of this decade. Here are 6 companies that aren’t just growing.. they’re entering their revenue explosion phase 🧵 1. $ASTS AST SpaceMobile 2028 projected revenue: ~$2,000,000,000
Did you listen anon? The fact that $SIVE is up 600%+. But still can 10x from here in a year... once ~ $AAPL, $JBL, and $MRVL require mass production of their lasers in 2027. Is incredible. Probably my most legendary thesis post since $AXTI.
The more I look into Sivers < $SIVE / $SIVEF > the more I wonder: How is the laser company for the hyperscaler photonic supply chains… Valued at ~$200M USD MC? All the companies that buy and repackage their lasers are now worth $1-4B+? Pre-product SV AI companies are
The Head of Claude Code at Anthropic said he hasn’t written code by hand in months. In 2 days he shipped 49 full features. All written 100% by AI. He just dropped a 30 min talk on exactly how he does it. Worth more than any $500 vibe coding course. Bookmark it:
$AMD CEO: “Inference will be a much bigger market than training.” Inference is growing so fast that more than half of the AI workloads will be inference next year. $NVDA bought Groq to enhance its inference capabilities; $GOOG is developing a new custom ASIC with $MRVL specifically to boost inference performance. One of the biggest beneficiaries of increasing inference demand will be $AMD. Its GPUs integrate larger memory bandwith and capacity, reducing latency and optimizing inference performance. Also, one of the main drivers of the inference demand will be agentic loops. This will explode CPU demand as well because planning and orchestration of agentic workflows are heavy on CPUs. $AMD can take market share from $NVDA in this environment by bundling CPU allocation to GPU sales. Never been more bullish on $AMD .
ValueTalks @gabz_investor05
297 Followers 114 Following Young investor learning from wise people & spreading the knowledge + his ideas 👋 $MSFT $AMZN $NOW bull
Angus Walker @angus_walker_
183 Followers 233 Following Global Equity Investor | SMID, Growth, Venture
Mārk Roușsin, CPA @Dividied_Dollar
229 Followers 3K Following 💰Investing Coach & CPA 📕Sign up for my FREE newsletter, The Stock Investor's Edge
Dr. Tomislav Marinovi... @DrTomsLenss
35 Followers 1K Following PhD in Engineering Science. Sharing deep insights into great businesses and Al. Educational content, not investment advice.
Michael's Investment ... @PrimaVistaCap
10 Followers 41 Following Equity analysis on Companies pushing the world forward. First Glance. Deeper Insight.
Ron Shamgar @g7U2XBzNFFr4JFo
28 Followers 531 Following Head of Aussie Equities & Portfolio Manager of TAMIM All Cap/Small Cap Funds. 21 yrs experience in ASX small caps. Investing is my passion. Views are my own.
Mark potter @l5Mpotter
18 Followers 271 Following
Tara @Tarai8mr
8 Followers 97 Following
AngelosPs @A_Psychogios
21 Followers 538 Following Building the future of stock projections. 📈 10+ years of Analytics turned into an algorithm. Launching July 2026. Join the private waitlist below.
Clint @Clint_A_Morgan
78 Followers 2K Following
Mark @Dividnd_dolar
328 Followers 3K Following 💰Investing Coach & CPA📕Sign up for my FREE newsletter, The Stock Investor's Edge
richie vez @RichieVez
17 Followers 230 Following
C TSmudge @CRTSmith1
21 Followers 225 Following
عبودي @2xsyQYng8D3EZL8
76 Followers 486 Following
David Walley @KULDEEPTIW77627
10 Followers 97 Following Over the past 15 years, I turned $50,000 into $8.5 million by trading biotech stocks. I’ll be sharing my experiences here and passing on everything I’ve learned
Sustainable Growth @fintegrate
4K Followers 287 Following Growing my lot with the world’s best businesses. Not Selling anything. If you see msgs advertising “my trading strategies “ it’s not me. Not financial advice.
Cookie @TroupJ
85 Followers 563 Following
ClaraPigou @aWRhuj6V2G495
192 Followers 6K Following
Simon Häger @simon_haeger
2K Followers 2K Following 🇸🇪 Market analysis and strategy is what I do. Writing about business, investing, markets and tech.
Braja Capital @brajacapital
86 Followers 925 Following
Long Equity @long_equity
74K Followers 545 Following Concentrated Global Quality Growth | Pricing Power | FCF Growth + Barriers to Entry | Linearity | Book: https://t.co/MEzmc2pDnx
Fiscora @fiscorainvest
1K Followers 51 Following Qualitative research on moats, management, and business history. Not a pro. Not financial advice.
SmartBullX @joenriquearias
2K Followers 6K Following I’ll be sharing real-time market alerts — focused on breakouts, technical setups, and high-conviction growth plays.
Betty @BeattyVangdee
140 Followers 2K Following Embarking on a journey to explore new cultures, embrace diversity, and broaden my understanding of the world.
CoralKelvin @yJat00MQbP83yf
206 Followers 6K Following Heart full of poetry & pockets full of seeds 📜🌱
Layah Heipern @Layaheiiperrn_
513 Followers 7K Following Host of The Layah Heilpern Show: https://t.co/GFVwCkiyW2 🎙️#Bitcoin & Freedom • Marketing Consultant • All enquires DM me
Say No To Tradinig @SayNoToTradinig
143 Followers 1K Following Not a trader, I swear. Just obsessed with capturing lowest cost basis on falling knives, which entails lots of buying and selling. NOT INVESTMENT ADVICE.
Mark Gardner @markgardn
2K Followers 498 Following Views expressed my opinions, not advice from MPC Markets Finance contributor to Reuters, AusbizTV, Livewire Markets, FNArena, Sky News, SMH, The Age and SBS
Nick Hoare @Hoarsepower
317 Followers 4K Following Yeah nah. I’m sorry I don’t have a plane to give you. Wise man once said “Life is simple, it’s either Cherry Red or Midnight Blue ”. ❤️🤍💙 💫P..G.H.💫
solace721 @solace721
68 Followers 1K Following
Eliane @Alboufuih512
189 Followers 7K Following Effort is not about impulsive, headstrong determination; knowing when to give up is perhaps even more valuable.
Alex “Krypto Inwest... @AlexFehrinqer
177 Followers 3K Following 🎯 Kryptowaluty & Zycie! 🎥YT "Krypto Inwestycje" Social Media, Marketing, Business Developer WEB3 Profil troche satyryczny, to nie porady :D
Phoenix Capital @phoenixcapital_
115 Followers 2K Following
Amelia -AL Saidi @Amelia_fx_88
124 Followers 972 Following Helping You Learn Trading & Earn Smart 💹 Price Action Sharing my strategies • Analysis • Consistency DM to Join
ReginaDefoe @MGbt9R4RZg2N7gz
10 Followers 1K Following
Regarding Semi @regardingsemi
39K Followers 498 Following The data visualization layer for the semiconductor market.
Bowen Hosking @bowenhosking
63 Followers 23 Following ASX Equities | Earnings Breakdowns | Market Reactions
Brett Kessler @BrettKessler__
646 Followers 541 Following My portfolio, my thoughts. Sharing analysis on stocks I own or am actively interested in, Macro and Bitcoin. Not financial advice.
@jason @Jason
1.3M Followers 7K Following Host: @twistartups @theallinpod @thisweeknai; I invest in 100 startups a year @launch & @founderuni [email protected] for life
ValueTalks @gabz_investor05
297 Followers 114 Following Young investor learning from wise people & spreading the knowledge + his ideas 👋 $MSFT $AMZN $NOW bull
David Perlmutter @Muzzlebuster
2K Followers 422 Following Author: 8th Wonder Investment - A Stock Market Compendium. Available on Amazon. https://t.co/vbywxAN34e Nothing I say or post is financial advice. Ever.
Iron Man @IronManido
3K Followers 6 Following
Kevin Xu @kevinxu
151K Followers 3K Following CEO @alpha_ai. Net worth $11,718,000.39. Current swing: $PALU
The Analyst @MMatters22596
65K Followers 112 Following We find asymmetric growth setups before the breakout. Elliott Wave | Cycles | Fundamentals Entries, portfolio moves & deep dives for subscribers. NFA | DYOR.
Gina Mastantuono @GinaMast1
1K Followers 173 Following President & CFO @ServiceNow | Finance, Strategy, AI Leadership | Board Member @Gong_io and @Roblox | Mentor & Community Builder
Angus Walker @angus_walker_
183 Followers 233 Following Global Equity Investor | SMID, Growth, Venture
The Assembly @InTheAssembly
456K Followers 1 Following Macro analysis, market structure, and the trades nobody else is showing you.
Jason Luongo @JasonL_Capital
46K Followers 762 Following NO FINANCIAL ADVICE. Finance. Fitness. Faith. I use options to get paid while building positions in high-conviction growth stocks. Free LEAPS Cheat Sheet ↓
ServiceNow News @ServiceNowNews
7K Followers 228 Following The world works with @ServiceNow. Follow us here for what's new and noteworthy. Please send media requests to [email protected].
Brian Armstrong @brian_armstrong
2.7M Followers 815 Following Co-founder & CEO at @Coinbase. Creating more economic freedom in the world. ENS: barmstrong.eth Co-founder @researchhub @newlimit
Dr. Tomislav Marinovi... @DrTomsLens
5K Followers 272 Following PhD in Engineering Science. Sharing deep insights into great businesses and the matrix of AI value creation. Learning to become Neo. Not investment advice.
Alexander Bittan @alexanderbittan
3K Followers 374 Following Long Term Investor. Real Estate, Hotels, Stocks and Private Equity. Invested in @neuralink @Hark_labs @Anduriltech @boomsupersonic @perplexity_ai and more.
MarketswithMay @marketswithmay
11K Followers 360 Following Opinionated finance commenter mostly posting on the 400+ earnings calls I listen to a Q. I don't give advice. It's your $, do your DD.
Easy @NotSoEasyMoney
146K Followers 5K Following i like to trade. Live Mon - Fri | 9am EST Boardmember @k9strategy @BoDoggos | https://t.co/TBd9ZF1VQq
Polymarket @Polymarket
1.6M Followers 6K Following The World's Largest Prediction Market. Trade politics, news, crypto, culture, sports, tech, & more. Discord: https://t.co/tzKrbDfF3x
Andy Jassy @ajassy
1.9M Followers 284 Following Lead Amazon, married and father of two kids, big sports/music/film fan, experienced buffalo wings eater. Go Kraken!
Tiho Brkan @TihoBrkan
43K Followers 42 Following HNWI multi-family office focused on high-quality assets at attractive valuations (public businesses, luxury real estate development and alternative lending).
Ferros Capital @FerrosCapital
3K Followers 95 Following Stoic Pragmatism X Lynchian Growth | Wealth Manager | Tech/AI/SaaS | Con. Disc. | Industrials | Financials | Pharma | No financial advice.
Peter Wolff @peterjwolff
18K Followers 323 Following Dermatology NP. @JoinAutopilot investor. Occasional options trader. Mere Christian. USA optimist. Avid reader. @peterwolff3 on Substack.
TheGrkportfolio @grkportfolio
68K Followers 11 Following *Not affiliated with Grok or the Grok team. $17M+ Invested alongside via @joinautopilot by @aifinancelabs @alejandroll10
Graham Stephan @GrahamStephan
212K Followers 168 Following Real Estate Investor, Car Enthusiast, 5M+ Subs on YouTube. Newsletter - https://t.co/UnzRcv7mqr Insta - https://t.co/LwD4Qgd2eH
Noah @antibearthesis
19K Followers 2K Following Bullish on $SOFI, $NOW, $NBIS & more! 🐂📈 Turning “falling knives” into multibaggers💰 Not financial advise, always DYOR
Silicon Salvage @SiliconSalvage
17K Followers 2 Following AI has killed software and tech stocks. Valuations are at multi-decade lows. Stock prices are in the trash. This is a once in a lifetime opportunity to buy fear
LazaroLifestyle @LazaroInvestor
10K Followers 2K Following Investor in stocks & crypto since '20 | Turned passion into profit | Here to share my Journey | $ETH $LINK $META $PLTR $SOFI
The Claude Portfolio @theaiportfolios
240K Followers 15 Following *Not affiliated with Anthropic. A public project to see which LLM outperforms the market. $150M invested alongside Grok, Chat, & Claude on @joinautopilot
Steven Fiorillo @stevenfiorillo
30K Followers 730 Following 📈 Seeking Alpha Analyst | Co-Host @basispointpod | YouTube: @stevenfiorillo1 | https://t.co/3Z1vDFtXba |TipRanks #12 Financial Blogger & #19 Expert
Michael's Investment ... @PrimaVistaCap
10 Followers 41 Following Equity analysis on Companies pushing the world forward. First Glance. Deeper Insight.
Kevin Gee @kevg1412
27K Followers 3K Following “Yukon Ho!” | "The enemy's gate is down." | @speedwell_llc
KawzInvests 🦑 @KawzInvests
109K Followers 526 Following Research-focused. Photonics. AI. Defense. Tech. Space. Optic Supercycle. Not financial advice
Michael Sikand 🦑 @michaelsikand
85K Followers 705 Following Investor & Entrepreneur || $52M AUM @joinautopilot || $KRKNF at $3 || Positions Will Change + Not Financial Advice || Prev exit @MorningBrew || Forbes 30u30
Architect of Alpha �... @ondrejslunecko
9K Followers 529 Following Professional stock investor | Private Stock & Wealth Group w/ 3,000+ investors | Built a $3M portfolio before 28 | Long-term, level-headed investing
M. V. Cunha @mvcinvesting
93K Followers 367 Following Long-term investor. BSc in Economics, MSc in Finance. Equity Analyst with a focus on Fundamental Analysis and Valuation. Not a financial advisor.
sridhar @RamaswmySridhar
31K Followers 621 Following CEO @snowflake; founder @neeva Ex-@GreylockVC Ex-@Google SVP of Ads Ex-@BellLabs.
ausbiz @ausbiztv
15K Followers 839 Following Live streaming business & markets news and views from 9:45am AEST. Get 'the COB' newsletter delivered featuring our 'stock of the day': https://t.co/1k9SLoEb9w
SE_super_bull @e_commerce_king
284 Followers 110 Following a) You are not bullish enough b) not financial advice c) DM me good eCommerce post!
Serenity @aleabitoreddit
578K Followers 170 Following I only use X, beware of impersonators. AI/Semi Supply Chain Analyst ex. RISC-V FDN, AI research scientist; now trading unknown bottlenecks.
ASX Insiders @ASXinsiders
8K Followers 1 Following ASX director transactions. Data courtesy of the @_StockLight app. Contact us if you find any discrepancies.


























