Got called a scammer this week by someone who’s never spoken to me. So here’s the deal. I post what I own, what I paid, what I’m up/down and what I think. I’ve explained the $100m+ exit including what that number actually meant for me. I’ve said the book you see here is only part of my wealth. I post screenshots of positions, trades and prems. I chat to lots of folks via DMs constantly and give away everything I’m willing to share about how I think. I sell nothing. No course, no sub, no paid room, no signals. The only money this account makes is whatever X pays creators. I’ve also been clear about what I want. Reach. A large audience might give me access to ppl I otherwise wouldn’t have if/when I decide to build again. I’m anon bc I value my privacy. That’s really it. I’ve told you I’ve had a pretty unusual life experiences across SpecOps, finance, building and selling a co and now managing my own capital. I try to turn what I’ve learned across all of it into something useful for ppl here, for free. Those are things I’ve told you about myself. Believe them or don’t. The screenshots are receipts. My bio isn’t. At some point there’s nothing left to show short of putting my LinkedIn and my passport on the timeline. And none of this means you should outsource your judgment to me. Quite the opposite. Don’t fall for fallacies, don’t confuse randomness with skill. Look at the evidence, understand the incentives, find the truth as best you can and then be brave enough to make your own decisions. That’s basically the only thing I want anyone to take from this account. And when someone calls a stranger a scammer with nothing behind it, apply the same standard to them. Good luck friends. - TCL

$NUAI is on the radar now bc a lot of very smart ppl have put it there. There’s a reason for that. It’s incredibly hard on X to work out who actually knows their shit, but from my interactions w/ the ppl around this name, the quality of the group is a level above most others I’m in. Obvs I don’t care whether you own it. I’m not selling you anything. But I do know what getting to the next level of wealth can change in your life, and if anything I post helps a few ppl get there, that’s worth something to me. I’ve been pretty clear about how I see $NUAI. As they say, you’ve been warned.

My bio says $100m+ exit. Worth explaining what that number actually means. I co-founded my tech start-up. Raised from angels and VCs, and sold after 3.5 yrs for $100m+. I did very well. I did not pocket $100m. Exit value is the transaction. It isn't the founder's wire. Every round, you sell ownership for a higher probability the thing succeeds. Angels who'd built and sold things themselves, options for employees who could have worked anywhere and VCs to buy speed before the business could fund that speed itself. And you never know what any of it costs at the time. If the co fails, you sold worthless paper for real money and it was a fantastic trade. If the co works, those early shares were the most expensive capital you ever raised. You find out which one at the end. Better to own a smaller piece of something huge than a lot of something dead. W/out the investors and the employees there's no exit to put in a bio. The headline is $100m+. The number that mattered was what my piece was worth after all of it. It changed my life. I could retire. I'm prob not going to.

Information is basically free now. Same X feed, same co filings / transcripts and same AI. Yet people can look at the exact same facts and make completely different decisions. Access was never the hard part. Judgment is. Knowing what matters, deciding, then having the balls to follow through is.

People say “oversized” when they mean uncomfortable. Those aren’t the same thing. If a position matters, it should be uncomfortable when it moves against you. Otherwise it probably doesn’t matter enough. The line isn’t discomfort. It’s bankruptcy. Can I be very wrong, sit through an ugly drawdown, and still be fine? I’ve lived the extreme version of that question. My startup was effectively my entire net worth for yrs. One outcome. It worked, but I had a lever. I could go to work every day and affect the result. As an investor you don’t get that. Someone else executes and you sit there. So concentration has to be underwritten differently. The survival test should be stricter, not looser. And the part most people skip entirely is whether they survive being wrong about everything at once. Positions that look independent usually aren’t. If they’d all break for the same reason, you don’t have five positions. You have one. That’s the real constraint. Not how big any single one feels. If it passes, I want my best ideas to matter. Diversifying them into irrelevance to sleep better defeats the point.