“You can’t even beat the S&P500” “You’re such a bad investor” “My YTD is way better than yours” To all the haters throughout the year…thank you. You fuel me. Oh, and by the way, I did it all in public, without hiding anything, while your favorite FinX influencer still hides behind fake YTD snapshots. Never fade Pepe.

$META has felt like the most obvious trade for over a year. I couldn’t wrap my head around why it was just going down constantly. Their distribution moat is the strongest in the world… This is why it’s so important to do your own research and have conviction. Can’t imagine how many people got shaken out of their bags.

Last year I started talking about why I was so bullish on $META. Most people laughed. They laughed even harder when it dropped under $600. I didn't argue with anyone. I didn't sell. I bought more. I made $META about 33% of my portfolio and kept averaging down while everyone told me I was wrong. Today, my research and conviction paid off. In my eyes the hardest part of investing in this stock was holding it while everything around it kept skyrocketing and $META stayed flat or went down. Now, the world is waking up to the vision I saw last year… And it’s only beginning… Feeling blessed.

The market has changed. In my eyes the biggest advantage a company can have right now is already being where the customer is. I am focusing on companies with a distribution moat. These are the ones on my watchlist: 1. $META – 3B+ daily users across Facebook, Instagram, WhatsApp, Messenger. Any AI it ships is in front of half the planet on day one. 2. $GOOGL – Search, Android, Chrome, YouTube, Gmail, Maps. Owns more default surfaces than anyone. 3. $AAPL – 2B+ active devices and the App Store gate. Whoever wins the phone wins the on-device AI entry point. 4. $MSFT – Windows, Office, Teams, LinkedIn, GitHub. The only company with default distribution into every enterprise desk. 5. $AMZN – Prime, Alexa, the marketplace, plus AWS as developer distribution. Owns both the consumer and the builder. 6. $TCEHY – WeChat is a billion+ user super app. China's AI will run through it. 7. $CRM – Salesforce sits in front of nearly every enterprise sales team. AI agents get sold into seats already deployed. 8. $INTU – QuickBooks and TurboTax touch tens of millions of small businesses and taxpayers. AI bookkeeping and filing land on an installed base. 9.$UBER – 150M+ monthly users and a physical world network. AI dispatch and autonomy plug into demand that already exists. 10.$SPOT – 700M+ users on an audio surface. AI DJ and recommendations run on top of listening habits already formed.

I was supposed to have escaped the rat race a few months ago, but my plan shifted unexpectedly. I was so close to freeing myself from the matrix, but somehow, greed overcame me, my golden handcuffs got bigger, and I decided to stay in the matrix. I failed myself, I didn’t do it. Money will mess with your head. At times it will trick you into thinking it’s the most important thing. I was tricked.

So thankful to have started my journey on X almost two years ago now. The amount of friends I’ve made on here was something I could’ve never imagined. On top of that, X is full of straight alpha if you follow the right people. @outliercapx is one of the accounts whose content I’ve thoroughly enjoyed. He is a must follow. It’s no coincidence he’s now at 5k followers in such a short period of time. Follow the right people, make money, rinse and repeat. It’s easy.

Muse just hit #1# on the App Store… Kind of nuts. I just dropped $200k on $META and bought 300 more shares as a quick swing trade. I’m highly over-leveraged on $META at this point. Will offload some shares soon, but going to hold for a bit because I do believe this is not priced in yet.

If you’re a creative who’s lacked the technical ability to bring your ideas into reality, then now’s your time to shine. Don’t miss this opportunity. Those who learn to leverage AI to the fullest extent will shoot past everyone else.