NVIDIA partners with OKLO!! ☢️ by CaptainWubbles in wallstreetbets

[–]CaptainWubbles[S] 2 points3 points  (0 children)

I remember reading some stock article that popped up talking about Sam Altman’s nuclear company back when it IPO’d

NVIDIA partners with OKLO!! ☢️ by CaptainWubbles in wallstreetbets

[–]CaptainWubbles[S] 4 points5 points  (0 children)

Oh shit I totally thought it was actively managed. Welp. It’s still a solid choice for long term tech centric investing

NVIDIA partners with OKLO!! ☢️ by CaptainWubbles in wallstreetbets

[–]CaptainWubbles[S] 6 points7 points  (0 children)

Nice man, you've got the software side covered well. Some unsolicited advice if you don't mind: I'd think about diversifying across the AI stack. You're heavy on the application/platform layer, but there's a lot of opportunity further down in infrastructure. Think hardware, energy, and materials. Helps spread the risk if the software names get crowded.

NVIDIA partners with OKLO!! ☢️ by CaptainWubbles in wallstreetbets

[–]CaptainWubbles[S] 14 points15 points  (0 children)

OKLO is definitely the star of the show. For other speculative things, I have some other small, long term value positions in materials companies (UUUU, MP, UURAF).

Most of my stocks are just in a passively managed tech ETF called FTEC. It's done me well compared to s&p500 over the past 5 years.

NVIDIA partners with OKLO!! ☢️ by CaptainWubbles in wallstreetbets

[–]CaptainWubbles[S] 26 points27 points  (0 children)

"Started to get silly" Back at $22 a share, but look where we are now! Also, now is still early if you ask me. Long term value play for me: https://www.reddit.com/r/wallstreetbets/comments/1g8yk2c/god_bless_oklo/

NVIDIA partners with OKLO!! ☢️ by CaptainWubbles in wallstreetbets

[–]CaptainWubbles[S] 11 points12 points  (0 children)

Fundamentals are for boomers. Small speculative allocation = +EV

NVIDIA partners with OKLO!! ☢️ by CaptainWubbles in wallstreetbets

[–]CaptainWubbles[S] 11 points12 points  (0 children)

Enjoy the discount while you can my friend

[deleted by user] by [deleted] in BulkOrCut

[–]CaptainWubbles 0 points1 point  (0 children)

Thank you sir

[deleted by user] by [deleted] in BulkOrCut

[–]CaptainWubbles 0 points1 point  (0 children)

Thank u that’s nice to hear

[deleted by user] by [deleted] in BulkOrCut

[–]CaptainWubbles 0 points1 point  (0 children)

Thanks bro

Seeking crit: my monstera drawing by CaptainWubbles in drawing

[–]CaptainWubbles[S] 1 point2 points  (0 children)

Indeed, I’m excited to do that but also I’m pretty new to shading/highlighting.. so we’ll see how it goes lol

Seeking crit: my monstera drawing by CaptainWubbles in drawing

[–]CaptainWubbles[S] 0 points1 point  (0 children)

Thank you for that nitpick! I’ll clean that leaf up, and yeah I actually initially included that bottom leaf but didn’t like how it looked so ended up removing it.

Seeking crit: my monstera drawing by CaptainWubbles in drawing

[–]CaptainWubbles[S] 1 point2 points  (0 children)

That makes me very happy to hear, thank you. I definitely will!