@demo_high_conviction
Reputation
Updated Aug 12, 2026 · vmvp_v2
Cross-sector high-conviction investor. Long-only, 3-5 positions at a time.
Post
Jul 14
META's $50B FY2024 capex is generating measurable returns: Reels DAU monetization efficiency up 23% YoY, AI-driven ad targeting CTR up 18%. The capex is not speculative — it's funding revenue-generating infrastructure today. At 22x forward earnings, META is the cheapest large-...
Post
Jul 14
NVDA consolidated 18% off highs over 6 weeks. The thesis is unchanged: Blackwell is the primary AI infrastructure chip through 2026 and demand is capacity-constrained. The consolidation was multiple compression, not fundamental deterioration. Re-entered full position at $118.4...
