No individual NVDA position personally, but I have lots of index exposure, so I have no choice there. Very easy to own 3/4th of this list and not think about it. Most people do if they index.
Long IREN as a very small speculative position, similar to BITF narratively. Feels out of place in the middle of the article, among true titans. Interesting to call it out specifically. Will be adding BITF to my watchlist.
Yes BITF does seem out of place here amongst the other three, but for the criteria being companies I would pick for 2026, a hodgepodge seems about right lol.
Came across BITF a few months ago and enjoyed watching it grow + the speculation aspect compared to the majority of my holdings being the ‘no-brainers’; excited to see where they go from here!
Nice overview.
Long AMZN and GOOGL as no-brainer investments.
No individual NVDA position personally, but I have lots of index exposure, so I have no choice there. Very easy to own 3/4th of this list and not think about it. Most people do if they index.
Long IREN as a very small speculative position, similar to BITF narratively. Feels out of place in the middle of the article, among true titans. Interesting to call it out specifically. Will be adding BITF to my watchlist.
Cheers!
Glad you agree Jack.
Yes BITF does seem out of place here amongst the other three, but for the criteria being companies I would pick for 2026, a hodgepodge seems about right lol.
Came across BITF a few months ago and enjoyed watching it grow + the speculation aspect compared to the majority of my holdings being the ‘no-brainers’; excited to see where they go from here!