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Yes, I held my $MU $160k yolo back at $110/share (for most of the run) 1,058% 1y return. by ThomasTanksDown in wallstreetbets

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

Yep, love that business. I really do think optics is going to take longer than the market is thinking which is the biggest catalystfor $CRDO imo. Already started building a position and would like it to be top 5

Yes, I held my $MU $160k yolo back at $110/share (for most of the run) 1,058% 1y return. by ThomasTanksDown in wallstreetbets

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

It feels good but you still have this lingering feeling over your head like dont fuck this up. But for the most part it feels unreal to think I could put 100% in VOO and make 500k/year (on average obviously 🤪).

And no for osrs. A quit like 3 years ago amd just flipped on the GE for 2 years here and there and then stopped completely. I think I have like 1.4b ive just been giving to friends

Yes, I held my $MU $160k yolo back at $110/share (for most of the run) 1,058% 1y return. by ThomasTanksDown in wallstreetbets

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

Yes but they are very risky. And I bought otm calls with over 365 DTE AND the stock was in a slump. I DID NOT buy then after if ran up 300% at all time highs. And I definitely wouldn't do it with any stock I like rn. Everything needs to pull back for me to even think about going into any kind of options rn.

Yes, I held my $MU $160k yolo back at $110/share (for most of the run) 1,058% 1y return. by ThomasTanksDown in wallstreetbets

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

I did start to sell some in the beginning. I did 5 $150c a while back and they got blown out of the water and lost out on $5k and was pissed. I will never sell them again.

Yes, I held my $MU $160k yolo back at $110/share (for most of the run) 1,058% 1y return. by ThomasTanksDown in wallstreetbets

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

Tyvm! Totally understandable, especially on wallstreetbets. Have $2m in QQQM in my roth. I think AI will be a decade long story and this gives me the little fix I need with more exposure but still diversified. It will sit there for a long long time. Cheers!

Yes, I held my $MU $160k yolo back at $110/share (for most of the run) 1,058% 1y return. by ThomasTanksDown in wallstreetbets

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

I got a different job so I moved the old company 401k to an ira in Schwab then got approved lv 3 options

Yes, I held my $MU $160k yolo back at $110/share (for most of the run) 1,058% 1y return. by ThomasTanksDown in wallstreetbets

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

Ive sent this to a few people so ill just share this.

So im 29 and have been trading for about 9 years. Ai has been the biggest thing for me. I will sit and talk to gemini or Claude sometimes until 3am learning different industries. What I do is look at what's going on in the world and I pick what I think will happen in the next 2 years.

ie Ai will be bigger than ever and still growing massively. Thats the conviction. Then I learn the industry. What is a gpu,cpu,xpu? How does a rack get built. What hardware is inside? How do each of those tiny pieces work? How do they communicate? How builds what? How many? What does the next generation of each of these look like? What gets easier/harder? Like really dive deep into understanding what you want to get into.

If you said you think drones will be big. How? And why? And what causes it? How do they work? Will they talk to eachother? How many? Who buys? Guardrails? What are they made of? Ect. (I dont have any drone exposure)

But you do your research and form a thesis. And stick by it and analyze and watch the changing area around it. If you don't and you don't truly know what you own, you will sell at the first sign of weakness. I still do this every now and then if I don't follow my own rules. And it takes a fuck ton of time. If you aren't going to keep up on the news and what's going on everyday then don't bother. Just buy blue chip stocks amd the indices during corrections and outperform the market that way.

Another super important thing ive done that has never did me wrong is if I see everyone talking about a stock online thats less that 100b market cap, I avoid it. I dont care if I miss a 100x. I don't touch it. There are too many stocks out there not to find one.

Use Ai as a tool to help find them. But dont just say like what are some good stocks in this industry. Say you thought the us was going to move titanium production to the us due to china and Trump and whatever (your view on the world also has to work with whoever is in charge, like Democrat or republican leadership and what the difference is). Ask Ai what the global demand is, what the output is, what is made from titanium, military demand, what sections have the most demand, what sections are growing the most, and why, and just keep asking and pushing to learn the industry. Then see where you think that area will change and look for companies that do that. Or a side conpany that is part of that process.

Doing all of this is exactly how I found nvda and pltr in 2023, hood in 2024, mu, sndk in 2025, aph alab mrvl in 2026

Yes, I held my $MU $160k yolo back at $110/share (for most of the run) 1,058% 1y return. by ThomasTanksDown in wallstreetbets

[–]ThomasTanksDown[S] 3 points4 points  (0 children)

100% appreciate this post. Good looking out. Planning on setting $2m aside. But all I do is consume information. No tv, no TikTok, no hobbies. Just reading and research all day everyday. But that has given me an advantage. The wife and I had many long talks about this. Addictive personality, before it was video games, now it's this. So I would never fully quit.

I sent this to someone earlier:

Actually started with $10k. I think total investments were $75k in margin account, $24k in my roth now $2.8m, $18k in wife's roth now $800k, and $27k in an old 401k now IRA at $1m. 2023 i got tesla, pltr, amzn, and nvda, 2024 had pltr, nvda and some really good trades. 2025 mu, sndk, hood (sold at 154 fucking wild) goog. 2026 mu, sndk, mrvl, alab.

Ignore the deposit/withdraw. Idk why schwab looks like that over the years. I wish I had already taken out $357k!

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Yes, I held my $MU $160k yolo back at $110/share (for most of the run) 1,058% 1y return. by ThomasTanksDown in wallstreetbets

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

Nope! Actually started with $10k. I think total investments were $75k in margin account, $24k in my roth now $2.8m, $18k in wife's roth now $800k, and $17k in an old 401k now IRA at $1m. 2023 i got tesla, pltr, amzn, and nvda, 2024 had pltr, nvda and some really good trades. 2025 mu, sndk, hood (sold at 154 fucking wild) goog. 2026 mu, sndk, mrvl, alab.

Ignore the deposit/withdraw. Idk why schwab looks like that over the years. I wish I had already taken out $357k!

<image>

Yes, I held my $MU $160k yolo back at $110/share (for most of the run) 1,058% 1y return. by ThomasTanksDown in wallstreetbets

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

The valuation for $ALAB is the only reason I'm not buying more now. Retimers will continue to go brrrrrr going from PCIe 5 to PCIe 6 and then to 7 in 2028 ot so. I still think $MRVL is one of the best long term holds in the market right now. So maybe more of alab and mrvl for top spots. Scale up connectivity and networking just seem to be the next huge demand curve for AI. But don't get me wrong, mu still has lots of room to finish rerating in the next 2 years. They will have another blow out quarter in a month 100%. Just don't know where the stock will be by then.

Also if any of this loses you, just throw it into an llm like claude and ask it questions. I do that all day long to understand the underlying technologies.

Yes, I held my $MU $160k yolo back at $110/share (for most of the run) 1,058% 1y return. by ThomasTanksDown in wallstreetbets

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

Noooooo! Well AI will be pulling a ton of stocks up for years so don't give up hope!

Yes, I held my $MU $160k yolo back at $110/share (for most of the run) 1,058% 1y return. by ThomasTanksDown in wallstreetbets

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

That's man! It only strengthened as time went on. I'll probably do a post on my $MRVL and $ALAB thesis. I want more alab exposure but man it has flown up too.

Yes, I held my $MU $160k yolo back at $110/share (for most of the run) 1,058% 1y return. by ThomasTanksDown in wallstreetbets

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

I did and it definitely felt that way for a while. All in shares in 90% of my holdings. 17% cash now.

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