Mike_ @MikekLongTerm

Public portfolio and X Subscription I'm still waiting for X Subscription approval. I decided to only focus on @X as my main platform to share what I learn. After years of posting DDs, I still have a lot to learn as content creator. While i'm figuring that out, I will keep all my posts at Free.99. I don't like the idea of paywall where my goal is to share helpful information. And I'm addicted to misunderstood companies. I will try my best to include the TLDR for my long threads. It its very difficult for me to explain my take in a few sentences. When X approves my account, I will discuss the detail for that group later. Most likely: -Option(Cash Secure Put, Covered Call) -More Frequent 13f updates -More Frequent Buy update -Frequent takes on Macro/Catalyst -Hedging, longer term analysis -Useful analysis on new/existing Long Term Current Public portfolio: 2,116 shares on $GRAB at average $5.26 Account value: $13,782.70 1. Precisely, I spent nearly 1000 hours learning about $GRAB. You can read below thread on why I chose $GRAB as the biggest hedge, and also a high quality growth long term story. I think the community knows where i'm at with $GRAB as the @federalreserve rate cut path just began. Regarding Public portfolio, this is $500-$1,000 a month of my own money contribution on @Fidelity. I may change this broker, as it is so outdated, I can't do anything here except buying shares 😅. $GRAB on private portfolio, and it is nearing 7% position(major position). I believe $40B market cap is a fair valuation for its potential(SuperApp, B2B, Organic Growth), especially after @Alipay and @OpenAI partnerships. My private portfolio average is lower than public due to the advantage of capital. I will not time the market. I learnt that a long time ago. Many said it would take me 7 years to get to $100k(Challenge accpeted). Even at $500-$1,000 a month, it may take only 3 years or less. This public portfolio is not meant to be just pure 100% Grab, it is just so undervalued right now, and I couldnt find anything better FOR ME in 10-15 years horizon. As soon as Grab gets to fair valuation, I may have to find 2nd undervalued/high quality business, if not I will continue to DCA into GRAB. This public portfolio could get to $100k when $Grab hit $30, assuming I couldnt find any alternative and just DCAing into it. I will try to keep this public portfolio under 10 companies, as it is hard to keep up with more than 10 companies earning/filing for folks that have 9-5 job. 2. A kind gentleman, I blurred his name for privacy @CashApp me for DD I provide for the community(never expected this). I want you to know, I appreciate you. And this is a kind gesture, and I decided to buy more $GRAB (16 shares) to show my conviction. I believe I have to put my capital on the line. I don't play around with my capital, none of what I do is based on luck. I'm very picky when it comes to high quality long term like $PLTR $AMD $TSLA $XYZ $HIMS. My @MikeLongTerm account is near 13k Follow as of today. I would like to thank everyone for supporting this account. I believe in accumulating wealth early, as early as you can. Investing early leverages time and compounding to build wealth, reduce financial dependence on a job, and achieve financial freedom. Financial freedom allows us to do more things that we love, or spend more time with family. The key is consistency. I have shared over 21,000 posts/tweet on various companies. I may write a long thread on how I identify high quality long term. That will be for later. Alright that is it. Everything I do/write is NOT Financial Advice. And Happy Investing!

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Mike @MikeLongTerm

a year ago

$GRAB as the biggest hedge Updated 🧵 We are just getting start on the rate cut path, meaning the dollar will decline even more. Meaning $GRAB revenue & profitability will skyrocket as it collects revenue in other currencies. 5% increase to 7% due to increased conviction and

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BREAKING $GOOGL aims for Quantum computing commercial by 2030. 🚨 Earlier this year, $AMD and $IBM expect to have first commercial Quantum launch in 2028-2029. The Quantum Computing race is officially on!

Mike @MikeLongTerm

9 months ago

BREAKING $AMD is #1 player as Quantum Enabler👑 Context: In Oct 2025, $IBM and @AMD demonstrated running real-time quantum error-correction algorithms (critical for making quantum computers practical) on off-the-shelf AMD FPGA chips achieving performance 10x faster than required

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BREAKING $AMD $INTC Raised CPU Price 15%🚨 Starting from March, Intel and AMD prices generally increase by 10%-15%, with delivery cycles extended. According to Nikkei Asia, Intel and AMD have each informed their customers of plans to raise prices across their entire CPU product lines starting in March and April, respectively. Multiple sources revealed that CPU prices have been raised multiple times since the beginning of the year, with an average increase of 10% to 15%, and some products seeing even higher hikes. Meanwhile, delivery lead times have surged from the previous one to two weeks to an average of eight to twelve weeks, with some cases extending as long as six months. The tightening supply situation is accelerating a reshaping of the PC and server market landscape. Several industry executives warned that the CPU shortage is expected to worsen further in the April-to-June quarter, while the supply pressures on x86 architecture are creating a larger market window for processors based on Arm architecture.

Mike @MikeLongTerm

7 months ago

BREAKING $AMD $NVDA @SoftBank 10GW 🚨 The $500 billion Ohio data center project announced by SoftBank's Masayoshi Son (at the Piketon/Portsmouth site) appears to be primarily a SoftBank-led initiative, not directly part of the OpenAI partnership. The 10 GW Portsmouth/Piketon

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