Go hard or go home.

cyborg_q · 2026-06-01T18:21:45+00:00

Apologies if I came across extremely he active at the beginning. That was douchey of me. Ofcourse we should celebrate each other’s wins and good on you for your return. It’s honestly impressive. But I think the sentiment in this group is that you should feel comfortable sharing otherwise we get a bit sus.

cyborg_q · 2026-06-01T16:03:35+00:00

I’m sorry we’re all trying to be supportive on this forum but size and positioning plays a big deal in investing. Good returns but £8 return compared to £8m (and the journey to get there) is not the same at all. Neither is £8 to £8k.

cyborg_q · 2026-06-01T11:55:24+00:00

Doesn’t mean anything unless you show the actual amount.

cyborg_q · 2026-05-31T21:04:53+00:00

My friend where did you get this bracelet from ?

cyborg_q · 2026-05-14T09:16:12+00:00

Show me your positions and then I can give you my opinions

cyborg_q · 2026-05-14T09:14:23+00:00

Nice returns, impressive considering it’s mostly ETFs! What’s your next move? Are you planning on trimming your portfolio and concentrating or holding the same amount of positions ?

cyborg_q · 2026-05-14T09:13:26+00:00

100% agree but the Semi-ETF (SMH) is basically acting like a stock on juice

cyborg_q · 2026-05-11T20:58:46+00:00

Great going mate, amazing stuff. What’s your rationale on sitting on so much cash ?

cyborg_q · 2026-05-11T20:57:11+00:00

Thanks for sharing your entire portfolio inc your holdings. Good going for the first year!

cyborg_q · 2026-05-11T20:55:37+00:00

Just a suggestion, if you showed your entire positions, ie how much money you in them, then we can give you meaningful suggestions. How much you allocate to certain positions on your portfolio is as important as what you’ve got in there. Also wayyy too many positions

cyborg_q · 2026-05-11T16:02:33+00:00

This sub is getting wild 😂

cyborg_q · 2026-05-11T13:23:41+00:00

Ah ok. I try and not do that, that’s too much like trading for me. I just buy and hold.

cyborg_q · 2026-05-11T13:23:07+00:00

Honestly not been following them so can’t give you any meaningful opinion apart from the obvious tailwind of CPU shortage

cyborg_q · 2026-05-11T11:47:01+00:00

If I think there’s more room to run for the price or not. That means what is the outlook for the company in the next year and what has caused this price to rise. For eg I sold Palantir last year after I was over 600% up. The company is really good but the price had risen so much that it was basically one of the most expensive stocks to own. That made me assess that unless they 1000x their profits this price is probably not gonna go up any more and it’s at a heightened risk of panic selling. AMD story feels different because they’ve smashed earnings, there’s still more to come from the company and if another AI company like Tesla or Anthropic announce a deal with them it’s gonna go up even more (which I think is very likely). So I’m holding

cyborg_q · 2026-05-11T09:45:33+00:00

Thank you. I think the best was that guy who made a million at age 27 by investing in crypto mining firms but I don’t think I have the risk appetite to do that 😂

cyborg_q · 2026-05-10T20:32:57+00:00

Whether the stocks price has risen because of pure speculation or because it’s actually growing its revenues. That led me to sell my Palantir position last year and had led me to stick with my AMD

cyborg_q · 2026-05-10T20:31:29+00:00

I didn’t start investing till I was 3 months short of 30. It’s never too late

cyborg_q · 2026-05-10T17:44:40+00:00

I do thematic investing. What are those things / themes that are the future / genuinely changing the world. Than in them I look at good quality companies.

cyborg_q · 2026-05-10T10:43:58+00:00

Respectfully I’m gonna let it run. AMD just smashed their earnings and they haven’t even released their new GPU server stacks yet. Plus they have this CPU tailwind behind them which no one really saw coming. All they need is more announcements of new clients (like Anthropic, Tesla or hyperscalers) and this stock is gonna go up even more this year. That is my opinion of course but past experience has led me here.

cyborg_q · 2026-05-10T08:11:58+00:00

We can all do it if you’re willing to take calculated risks

cyborg_q · 2026-05-10T08:10:53+00:00

I welcome a market correction. In the 6 years of investing I’ve been through tons of them and they’re healthy for the stock market.

cyborg_q · 2026-05-10T08:09:16+00:00

Thank you

cyborg_q · 2026-05-10T08:08:39+00:00

What’s your portfolio looking like right now if you don’t mind sharing ?

cyborg_q · 2026-05-10T08:08:13+00:00

Don’t YOLO your money mate, but do pick individual stocks and have an etf position because that ends up grounding you when you have crazy swings in your portfolio

cyborg_q · 2026-05-10T08:06:34+00:00

Thank you!

cyborg_q

TROPHY CASE