@Path21Mil

All-in on US stocks | Grinding small capital towards my 1st MILLION | Building something interesting, Stay Tuned General information only, NFA, DYOR

 Australia
Joined April 2026
  • Tweets9.2K
  • Following496
  • Followers1.2K
604Media
InvestmentIQ retweeted
InvestmentIQ
@Path21Mil
17h
ChatGPT called a dump today. Here's what's actually happening: 🔴 US 10Y: 5.16% (highest since 2007) 🔴 US 30Y: 5.49% (highest since 2004) 🔴 AU 10Y: 5.38% (highest since 2011) RBA tomorrow. Bonds don’t lie. Are you ready or are you cooked?
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ChatGPT called a dump today. Here's what's actually happening: 🔴 US 10Y: 5.16% (highest since 2007) 🔴 US 30Y: 5.49% (highest since 2004) 🔴 AU 10Y: 5.38% (highest since 2011) RBA tomorrow. Bonds don’t lie. Are you ready or are you cooked?
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Ready = rates peak here. Cooked = 10Y keeps ripping and risk assets follow.
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BTW - 1 min chart $QNT
InvestmentIQ
@Path21Mil
Sep 27
**BRO WHAT IS $QNT DOING** 💀 +294% in ONE DAY No, seriously - look at this chart: This is what happens when real utility meets crypto degeneracy. Quant just reminded everyone why it's different. If you're not paying attention to QNT... You're ngmi.
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**BRO WHAT IS $QNT DOING** 💀 +294% in ONE DAY No, seriously - look at this chart: This is what happens when real utility meets crypto degeneracy. Quant just reminded everyone why it's different. If you're not paying attention to QNT... You're ngmi.
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InvestmentIQ retweeted
InvestmentIQ
@Path21Mil
Sep 27
🚨FORGET PELOSI AND TRUMP Jason Calacanis just dropped this BOMB on All-In: " $GOOGL has a FRONTIER AI MODEL ready to drop. The product is FINISHED." While everyone panics, $47B of legendary money is already loaded in Google. Here's who's ALL IN 👇
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🚨FORGET PELOSI AND TRUMP Jason Calacanis just dropped this BOMB on All-In: " $GOOGL has a FRONTIER AI MODEL ready to drop. The product is FINISHED." While everyone panics, $47B of legendary money is already loaded in Google. Here's who's ALL IN 👇
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more replies
3) Here's what matters: ✅ Berkshire buying NEAR TODAY'S PRICE ✅ Li Lu bought years ago (up huge, still holding) ✅ Combined $47B position across legends They are not selling. They are buying MORE. Same stock. Different entries. Same conviction.
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4) The catalyst is LOADING: $META drops Muse → 11% pop in a single day🔥 $MSFT launches redesign of Copilot → +4% pop Google's spending billions on AI infrastructure. Frontier model is DONE. They just haven't launched yet. When the $2T giant wakes up? $341 will look like the steal of 2025. Buffett positioned. Li Lu (48%) positioned. Are you?
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InvestmentIQ retweeted
InvestmentIQ
@Path21Mil
Sep 26
I ASKED 1200 OF YOU TO ROAST MY PORTFOLIO And you didn't hold back 😂 So I rebuilt it from scratch. Here's v2.0 👇 WHAT YOU SAID: ❌ "30% BTC is insane" ❌ "Where are the moonshots?" ❌ "You need dry powder" ❌ "Too concentrated in mega caps" WHAT I CHANGED: 🏆 Core Holdings - 50% $AMZN $META $GOOGL $NVDA $MSFT (10% each - the "sleep well at night" money) 🚀 High Conviction Bets - 15% $NBIS 10% → AI infrastructure explosion $RKLB 5% → Space race is ON ₿ Crypto Exposure - 15% $BTC 10% → Digital gold $MSTR 5% → Leveraged BTC play 💰 War Chest - 20% Cash for dips & swing trades THE GOAL: 40%+ annual returns for 2 years straight. Boring enough to sleep. Spicy enough to WIN. Be brutally honest: What's still wrong with this?
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I ASKED 1200 OF YOU TO ROAST MY PORTFOLIO And you didn't hold back 😂 So I rebuilt it from scratch. Here's v2.0 👇 WHAT YOU SAID: ❌ "30% BTC is insane" ❌ "Where are the moonshots?" ❌ "You need dry powder" ❌ "Too concentrated in mega caps" WHAT I CHANGED: 🏆 Core Holdings - 50% $AMZN $META $GOOGL $NVDA $MSFT (10% each - the "sleep well at night" money) 🚀 High Conviction Bets - 15% $NBIS 10% → AI infrastructure explosion $RKLB 5% → Space race is ON ₿ Crypto Exposure - 15% $BTC 10% → Digital gold $MSTR 5% → Leveraged BTC play 💰 War Chest - 20% Cash for dips & swing trades THE GOAL: 40%+ annual returns for 2 years straight. Boring enough to sleep. Spicy enough to WIN. Be brutally honest: What's still wrong with this?
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InvestmentIQ retweeted
InvestmentIQ
@Path21Mil
Sep 25
Market spent 4 weeks pricing Muse as the AI winner.
Today Microsoft ships Copilot as the work OS. Copilot > Muse now? $MSFT UP and $META DOWN
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Market spent 4 weeks pricing Muse as the AI winner.
Today Microsoft ships Copilot as the work OS. Copilot > Muse now? $MSFT UP and $META DOWN
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Glad I held $MSFT, hope $GOOG is cooking something too and will announce soon?
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$COST: P/E ~43–45x | FCF yield ~2.2–2.4% | ROE ~28% | Higher ROIC | Net cash $WMT: P/E ~39–40x | FCF yield ~1.6% | ROE ~22–23% | ROIC ~13–15% | Net debt I already own $WMT, but $COST is looking very tempting at this price. Would you switch?
InvestmentIQ
@Path21Mil
Sep 24
Thinking of selling my 18 names and going: $AMZN 10%
$MSFT 10%
$NVDA 10%
$GOOGL 10%
$META 10%
$AAPL 10%
$TSLA 10%
$BTC 30% - DCA from here. Would you do it? Or am I about to make the most boring portfolio ever… and love it? What’s the ONE thing that would stop you?
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$COST TA: Very interesting. Every major dip below the weekly 100 EMA has been bought back - even through the brutal 2022 market. And now again we are testing that same level again. Will history repeat?
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InvestmentIQ retweeted
InvestmentIQ
@Path21Mil
Sep 24
Thinking of selling my 18 names and going: $AMZN 10%
$MSFT 10%
$NVDA 10%
$GOOGL 10%
$META 10%
$AAPL 10%
$TSLA 10%
$BTC 30% - DCA from here. Would you do it? Or am I about to make the most boring portfolio ever… and love it? What’s the ONE thing that would stop you?
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Thinking of selling my 18 names and going: $AMZN 10%
$MSFT 10%
$NVDA 10%
$GOOGL 10%
$META 10%
$AAPL 10%
$TSLA 10%
$BTC 30% - DCA from here. Would you do it? Or am I about to make the most boring portfolio ever… and love it? What’s the ONE thing that would stop you?
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