IA Portfolio May 20, 2025 (Patreon)

TSLA position climbing and rem I still have 83% of my MSTR position.... my Tesla slice has not been this big in very many years. TSLA nearly 34% while MSTR down to 41%. BTC 10%. SOL 7.8%. REM as TSLA grows all else will drop in comparison.

Ron Baron says $TSLA profits are about to go through the roof. Don’t bet against Elon 🦾

Jeff Bezos has long emphasized free cash flow (FCF) as a critical financial metric, particularly during his time at Amazon, because it represents the cash a company generates after accounting for operating expenses and capital expenditures. Just try and imagine this chart for a second in 3 years... it will be 3 to 5x it and perhaps even more. Then run your DCF analysis and the numbers are boggling. This is the game I am playing using extreme leverage while still maintaining 50% BTC/MSTR