Oli
@OInvests
MA Economics | Treasury | Thematic investing: AI infrastructure, Defense, Space | Core: $IREN $NBIS $MU $VRT $ASTS | Building: $CRDO $RKLB $PLTR | $BTC
加入 August 2025
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Cash is a Position.
The market is starting to run hot. I expect this to continue at least into the Anthropic IPO.
I'm currently 0% cash and not trimming, but it's not a bad idea to start reducing contributions and building a cash buffer.
Be greedy when others are fearful. Be fearful when others are greedy.
The market is far from greedy yet. But worth keeping an eye on.
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