$BN 0.40 Noisy

Notable posts

• @StockSavvyShay neutral 247 eng

  $BE and $BN expanded their AI infrastructure power partnership from $5B to $25B (a 5X increase since October 2025). The deal helps finance Bloom’s onsite fuel-cell power projects as AI data centers increasingly need fast, reliable power outside the traditional grid timeline. https://t.co/w8KSkSVCSN

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• @Ashton_1nvests bullish 92 eng

  I get asked all the time why my portfolio is so concentrated and “risky.” I’m 22 years old. I have a long time horizon, and I’m willing to take more risk on growth companies I believe are changing their industries. $SOFI is changing financial services. $OSCR is trying to modernize health insurance. $ZETA is building an AI-powered marketing platform. $NOW is becoming a central operating system for enterprise workflows and AI. Then I have more speculative positions like $SNAP and $FUBO, where the upside could be significant if execution improves. A large portion of my portfolio is still sitting in $AMD, one of my highest-conviction long-term holdings. But the portfolio is not only speculation. $AMZN, $BN, $UBER, $NFLX, and $NOW give me exposure to proven businesses with strong competitive positions and long-term compounding potential. It may look risky from the outside, but every position has a role. I’m not trying to build the safest portfolio possible. I’m trying to build the portfolio that makes the most sense for my age, risk tolerance, and long-term goals.

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• @Ashton_1nvests bullish 39 eng

  Portfolio Update | July 19 This week I officially started a new position in $NFLX. I also added to $NOW, $SOFI, and $UBER. My only sale was trimming part of my $CAKE position for a 94% gain. “Other” breakdown: $UBER 4.7%
$BN 4.5%
$CAKE 1.7%
$NFLX 0.7%
$FUBO 0.7% Still concentrated and continuing to add to the companies I believe in most.

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• @Ashton_1nvests bullish 38 eng

  Stocks that could become much larger positions for me: - $NFLX - $UBER - $BN - $NOW - $AMZN

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• @Ashton_1nvests bullish 29 eng

  Portfolio update: I’m now up 19.53% year to date. I’m currently buying $NFLX , $UBER , and $BN while watching $NOW and $ZETA for dips. I’m happy with the size of my $AMZN and $SOFI positions right now, but I wouldn’t mind adding more if we see some short-term weakness. https://t.co/SYWf4R32Kr

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• @Ashton_1nvests neutral 25 eng

  One thing that has made investing much easier for me is knowing what actually matters for each company I own. With $SOFI, I do not panic over every interest-rate headline. I watch member growth, product adoption, fee-based revenue, deposits, and earnings. With $AMZN, I do not panic whenever capital spending increases. I watch AWS growth, operating income, advertising, delivery efficiency, and the potential return on that spending. With $NOW, I do not treat every “SaaSpocalypse” headline as proof that enterprise software is dying. $IBM lost more than 25% in one day after warning that customers were prioritizing AI infrastructure over some software and consulting spending, but that does not mean every software company has the same exposure or competitive position. With $UBER, I do not panic over every robotaxi headline. I watch trips, gross bookings, free cash flow, advertising, memberships, and whether Uber remains an important part of the autonomous-vehicle ecosystem. With $ZETA, I care less about daily volatility and more about whether revenue growth continues turning into margins and free cash flow. With $BN, I care less about short-term rate movements and more about distributable earnings, capital deployment, fundraising, and whether management continues buying assets and shares below intrinsic value. I am not saying headlines should be ignored. But once you know the few metrics that actually drive the business, it becomes much easier to separate important developments from noise created by the stock price.

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• @Ashton_1nvests bullish 73 eng

  Portfolio update July 26th Buys this week:
$NFLX 
$UBER 
$BN Sold:
$CAKE Other positions:
$UBER 4.7%
$BN 4.5%
$NFLX 3.0%
$FUBO 0.6% Still focused on building positions in companies I believe have much more upside over the next several years. https://t.co/ooPVCTlr84

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• @Ashton_1nvests neutral 17 eng

  Stocks I think investors misunderstand Snap | $SNAP SoFi | $SOFI Uber | $UBER Netflix | $NFLX Brookfield | $BN

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