Net Worth Update (Feb) 🏠 Primary Home: $475K 🏝️ Land: $84.8K 📈 Investment Acc: $188.5K 📈 Retirement Acc: $198.2K 🪙 Crypto: $6.5K 🚗 🛻 Vehicles: $15K 👨‍🎓 Student Debt: -$254K 💳 CC Debt : -$1.4K Total: $712.6K Change: +$25.8K Goal: $1M Completion: 71.6% It has been a very busy year so far with a lot of volatility in the market primarily due to the new administration (tariffs/change in regulatory environment), deep seek revelation and questions on valuations in the US market. Regardless, the US economy has been strong and earning season has shown continued growth in profits among listed equities. This indicates the bull market should continue but will not be unusual to see a healthy pull back before continuing to make new heights. The deep seek revelation has shaken up the AI chip trade and we’ll have to wait for NVIDIA’s earnings and commentary/guidelines to see where this specific trade goes. Recent pullback gave me an opportunity to start a small position in NVIDIA under $120/share. I believe NVIDIA is still one of the best in both outlook and valuations currently among the mag 7 (Googl is the other cheap mag 7) My goal is to take advantage of the volatility and will be swing trading a few counters, especially in mega cap tech & AI counters. I also paused my accumulation of $Hood until after earnings. Counter has gained ~40% since I started accumulating in late Dec last year. On the EAC portfolio, no news or moves. As I had mentioned in Dec, I’m staying out until after dividend distributions (July-Nov) to make any moves. Until next month, Happy Investing!

@mytradesignals As expected. FY we are still at KES 1.20, right?

RT @wiseshilling: Stellar execution from Vlad and the team 👏🏾 👏🏾 CEO: “We see immense opportunity ahead as we work to make Robinhood the…

@wiseshilling Loved the earnings. Only regret is I had hedged for downward trend after earnings and in hindsight, I should have trusted my instincts.

I guess it’s down $12K on this. Well, holding and nursing these calls for now😂. Most expire in June but others are until 2026

@Ndungu_pkn Oh really? Saying Centum has already got me tired and unmotivated to look at it😂😂

@dray_damian But for sure we will circle back at this. Will make sure I update on this position😂. I think a 20% swing is very possible.

You are right on the operating expenses - they should do a better job. But few things: Been watching from 700 and has broken through few supports. Did seem to hang around 600 but broke that and seem to be bouncing off that 560/570. Don’t think it’ll break that & if it does, then will exit. Why added at 600 and at 570 Not holding but at 550-570 I think is a better valuation that’s more attractive vs the 700+ it was after q1 earnings for a swing trade. Also of note, most of its revenue comes in Q3. So why my holding horizon is about 2 quarters.

$HOOD earnings today. Not sure what to expect but we already know they’ll most likely beat estimates. Thing is not sure what the market will do. Has run up quite a lot. Hope we get an opportunity to buy in $40-45 range.

@Ndungu_pkn Interesting. Have to look at it

So far 😊 Rolled a few but my main position is up 40%. Thinking of rolling but maybe tomorrow. Only price of $SMCI that counts is the morning after earnings price/share. Will they publish that 10-K?

Sometimes I lack making quick & decisive moves in the market. Missed out on $UBER. The next day Bill Ackman posted a 30M+ share holding in uber and it’s up ~21%. Until Next time. Will not chase it above $70/share. If it comes back will take a position.

@barasa1973 $

@xoxoesssyyy 🤣🤣. And you wonder why we continue to fear your gender! Tell safaricom to dilit mpesa statement too.

@ManuTongun 🤣🤣🤣🤣. I see. Couldn’t have thought about it that way!

Don’t worry too much. We know Genghis Capital is really bad with technology. It might take them days but they’ll eventually fix it. One of the main reasons Safaricom introduced similar product in ZIIDI.

Ujinga pro max ndio hii. Kwani who was second in command when all the killings, rooting & criminal behavior was going on? Who was threatening development if mps voted against finance bill? Shida ni most mko na bird brain that forgets anything from last month or just tribal asf Or the only thing that makes sense to you is sympathy voting/voting to punish politicians. For once, vote for your best interests.

RT @cheruiyotkb: No matter where you are in your financial journey, keep at it. It's a rollercoaster of dividends and interests at each mi…