@mariarossi42m

The AI bubble index is the only honest name in the market. Either the models keep getting better and these multiples are cheap, or they do not and nothing else you own matters either. I hold it and I sleep fine.

AI bubble index

+63.4%2.3K

12819Open basket

@zerobeta3h

Been long the Thiel index since spring. The thing people miss is that it is not a bet on him being clever, it is a bet on him being early and stubborn, which is a different and better trade.

Peter Thiel index

+48.2%1.1K

6411Open basket

@kaivault9h

Health index is the most boring thing on here and it has paid for my rent for two years. Demographics do not have a bad quarter.

Health index

+9.6%410

416Open basket

@indexfund12m

Smart money rotated 2 points from CAKE into JUP in the last hour. Three of the top ten wallets by realised P&L moved the same way within 20 minutes of each other. Basket updated.

Smart money

+33.9%4.2K

21237Open basket