To The Moon

Why didn't anyone listen? See my historical post. I sold everything! 

The original Buffett Indicator (total US stock market value divided by GDP) was around 200% as of March 31, 2025, which is about 1.8 standard deviations above its historical trend. This level also suggests the market is substantially overvalued relative to the size of the economy, implying a pricing bubble.

Market crashing... sell everything 

$Reddit(RDDT)$  Lets go! 🚀

$Hims & Hers Health Inc.(HIMS)$  

$Reddit(RDDT)$ Reddit has been my best investment so far! I have been DCA-ing into it. It still have a lot of room for growth. Beyond the US, it's largely under penetrated. As such, it's DAU is growing at 47% YoY. 

$Nu Holdings Ltd.(NU)$  The proposed income tax reform in Brazil, which aims to exempt individuals earning up to BRL 5,000 monthly, is likely to boost consumer spending among Nubank’s target consumers, who often fall within this income bracket. This reform is designed to alleviate the tax burden on lower-income citizens, potentially increasing disposable income and stimulating consumption. Additionally, the broader consumption tax reform seeks to simplify the tax structure and reduce costs for consumers, further supporting increased spending in the economy.

$Tesla Motors(TSLA)$  lets go!

This statement is false “the market always rewards those earnings results that beat the estimates”, the table shows that thats not true!

$SentinelOne, Inc(S)$ It's a Strong Buy time  Their P/S ratio with latest earning fell from 14 to 10.7 which is basically below the industry average of 11.72 now… which doesn’t make sense for a 30% YOY growing company.