-focus on maintaining ROIC -all hardware IP from OpenAI (custom chips, ex. consumer) to be available to $MSFT for next 7 yrs -datacenter buildout pause - build on demand visibility, w/ grounding in chip replacement cycles, different power, networking reqs

So $ALAB earnings did not disappoint. 104% YoY profitable revenue growth; 20% QoQ. Only yesterday learned $AMZN has a stake since 2024. They beat their own guides since IPO, however for 25'Q4 they are accelerating guided revenue. Holding, would add around $140 if market gives. https://pbs.twimg.com/media/G5A5sVFX0AACsLK?format=png&name=large

Bought remainder of target position in VLP1L at same cost as initial purchase two weeks ago. Increased position by ~20%.

Honestly, I don't understand the issue with Musk's $TSLA proposed pay package. 1. Does top richest man in the world need more money? 2. Why are fanboys cheering the dilution?

“Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves” - Peter Lynch "Your portfolio is like a bar of soap. The more you touch it, the smaller it gets" - unknown

Could not let go of yesterdays post after market idea to increase $ALAB, given sustained big tech Q3 CAPEX guidance. Doubled size (now 2% of portfolio) at $188.48. Will see what Tuesday report and market brings. Cash: 20%. Not posting updated chart..

Trimmed $NET position by ~10% today at $238. FIFO profit: +235% (+28.4% CAGR) Hard sell into accelerating revenue, but sale is portfolio share based only. No balls to trim to ~20% yet Wanted partial rotation into $ALAB, but market got ahead of me, seeing sustained bigtech capex. https://pbs.twimg.com/media/G4m7HAZWIAA_NHH?format=png&name=900x900

After years of losing international transfers maket share to less greedy providers and crypto $WU - business that should not exist on 2025, moves to crypto. Western Union to Launch Stablecoin in 2026 -- WSJ Western Union to Build Stablecoin on Solana Blockchain, Issue With Anchorage -- WSJ Western Union to Launch Digital Asset Network of Wallet Providers -- WSJ

In 2000s, more than 50% of the population in Southeast Asia, aged >15yr, used tobacco. By 2030, it's expected that fewer 20% people in Southeast Asia will consume tobacco. Europe smokes the most now. WHO set its own target of reducing tobacco use by 30% within 15yrs $PM https://pbs.twimg.com/media/G4SiGRLXsAEpX3d?format=png&name=large

Recent portfolio moves: https://pbs.twimg.com/media/G4NJfHiXEAAq7Rn?format=png&name=900x900 -Increased AKO1L again by ~30% at 1.795. Sizable buybacks give comfort buying at ATH. -Returned to MDARA in ~9.65-9.75 range. Expecting a notable improvement in margins, reasonable top line growth and geo expansion announcement (hinted at Q2) -Entering VLP1L for first time at 10.5. Sizable insider buying before Q3 drops. But I'm leaning on a favorable acquisition price of MPK (see recent blogpost). CEO hints at doubling revenue -Nailing a local bottom w/ another $ALAB buy at $151, reporting now, bc >1% weight -And as reported Friday, likely temporarily sold $INTC at 83.2% profit (>900% CAGR), will seek to repurchase in $32-35 range.