Paypal $PYPL: modest growth at reasonable price and aggressive capital allocation.

Failed to increase AKO1L position last week heading into FY Q1 release. I saw momentum in commodities and raw inputs that suggested strong Q1. Market also saw it too, keeping price afloat above ex-div and immune against downturn in US. https://pbs.twimg.com/media/G6H9QM0XkAE1Eh1?format=png&name=900x900

Bitcoin Core v30.0 increased OP_RETURN limit to "effectively unlimited". Pieter Wuille (core dev) explains the rationale. My takeaway: Bloat on nodes is lesser evil against hurting decentralization via multiple angles that limits support long term.

Bitcoin Stack Exchange

Implications of OP_RETURN changes in upcoming Bitcoin Core version 30.0

As you may know, there has been a debate around the upcoming release of Bitcoin Core. I hear the arguments against it and I agree that Bitcoin is m...

@Charles_Lister Parts of #Syria are beginning to see huge improvements in electricity supply, with #Damascus, #Aleppo & #Hama all receiving 16-24hrs of electricity per day in recent days. That's up from 4-6hrs (which has been the norm for yrs) thanks to gas supplies & vast structural repairs.

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