Alright degenerates, roast me gently.
I’ve been quietly building a position that most “diversified long‑term investors” would call clinically insane. But sometimes you look at a company, look at the price, look at the sentiment, and think: *fine, I’ll be the idiot who presses the big red button*.
Attached is my current setup. Yes, it’s concentrated. Yes, it’s ugly in spots. Yes, I’m aware that diversification exists. No, I’m not selling.
I’m either early, stubborn, or both—but I’ve done the homework, and I’m riding this thesis until it either pays me or humbles me in front of all of you.
Happy to take the heat, the memes, or the genuine questions. Let’s see what you think of my conviction play in 2026.