IA Allocations Dec 5, 2024 (Patreon)

This is kind of interesting because the allocations to microstrategy and Tesla have not changed despite the massive pump in both assets.

TESLA up nearly 75% since the election - monster move fueled by Analysts, Window Dressing and the Full Self-Driving (FSD) tech is magical 🧙‍♂️✨. Autonomy has landed.

Anyway, here we are. Solana is lagging, poopcoins are getting most of the oxygen as we have seen. Over time the market is a weighing machine and cream will float to the top.

It's just been an incredible 24 hours.

Anyway, this is where it stands right now I am holding onto microstrategy and waiting for the NASDAQ addition - rumor has it the passive flows from the QQQs which will incorporate MSTR will start December 20th.

My game plan has not changed much. As I have telegraphed, I was hoping for some $310 $320 Tesla to do more synthetic longs, but that didn't happen.