Chart - Z1P, page-16661

I remain well in the hole on the likes of affirm, pins, Roblox, but I hold firm on all and will start taking bigger positions eventually.

I am considerably up in my commodities and renewables, including pls, whs and a nice chink in cvx. thanks @Goodfella58 for the oil speech last year.

https://hotcopper.com.au/posts/56918076/single

When the wind blows (more permanently) I will be ready to to throw the house at some of my beaten down US darlings, including crwd, sofi, dis, and even have a real punt for a few bags on upstart, lucid, and probably even sooner than later, Tesla.

My guess is that the young crowds, millennials, and cryptonerds will run back into tech like something you’ve never seen. It won’t be soon.

for the time being, it’s nice to dream.

all in my own opinion, none of which is advice, and so your own research.