// My Top Investments
Where my money lives
High-conviction positions across public markets and private deals.
⚠️ Personal positions · Not investment advice.
Public Markets7 positions
AMD
PublicAdvanced Micro Devices
Riding the AI compute wave with MI300/MI325 chips — a credible challenger to NVIDIA in data-center GPUs.
WMT
PublicWalmart Inc.
Defensive compounder dominating retail + e-commerce. Steady earnings growth, dividend aristocrat, and a strong digital flywheel.
MSTR
PublicStrategy (formerly MicroStrategy)
Largest corporate Bitcoin treasury — leveraged, asymmetric exposure to BTC's long-term thesis.
META
PublicMeta Platforms
Cash machine with the largest social graph on Earth — Reels monetization, AI personalization, and Llama leverage.
CAVA
PublicCAVA Group
Mediterranean fast-casual category creator with strong unit economics and Chipotle-like expansion potential.
CELH
PublicCelsius Holdings
Fast-growing energy drink brand riding the healthier-alternative wave with strong DTC and gym-channel pull.
AMZN
PublicAmazon.com
AWS print money + retail flywheel + advertising business. Long-term compounder with AI tailwinds.
Private Deals1 position
EDERRA
PrivateEderra (Private)
Early-stage private investment in a category I deeply believe in. Locked-up but high conviction.