GMoney reveals his high-conviction “barbell approach” to AI investing, and he’s betting big on the sector’s biggest winners.
His AI portfolio includes $NVDA , Nebius, and Micron, with a mix of long-term conviction and active trading around his positions:
“It’s almost like a barbell approach... I’m obviously super bullish on AI and I have been for a while.”
“I’ve been long NVIDIA, long Nebius through long-term calls, and long Micron.”
“I got long [Micron] in like March or April... and I’ve just been trading around that position.”
He even held $NVDA into earnings, and the results delivered:
“I took NVIDIA into numbers... I mean, they just blew out.”
W/ @gmoneyNFT x @Tyler_Did_It x @farokh
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GMoney drops a massive call-out on traders who think one good trade will change their life.
Truth is: no single trade is making your career.
It’s all about surviving the drawdowns, sticking to a system, and dropping the "hero" complex before the market wipes you out:
"Pick spots where you feel like you have an edge."
"The key to being a long-lasting trader is being systematic."
"Survive through ups and downs and drawdowns."
"Almost never will you ever have that trade that makes your career."
"There's no need to ever be a hero."
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GMoney compares the Pumpfun vs. FOMO battle to Courtyard vs. Collector Crypt, and says token liquidity could be the ultimate differentiator in Web3.
Without a token, ownership stays locked within the VC cap table. With one, anyone on-chain can take a position.
“FOMO vs. Pump reminds me a little bit of Courtyard vs. Collector Crypt.”
“They’re still going to be winners because they have a liquid token.”
“Courtyard has no token, Collector Crypt has a token.”
“I fortunately was a seed investor in Courtyard, so I have a horse in this race.”
“Anybody on-chain can express that position... on FOMO, if you’re not an investor on the cap table, you can’t.”
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