Suddenly, 1 Bitcoin

I own 25 ounces of gold. It has gone from 3300 dollars an ounce to around 5000 an ounce over the last six months so I can buy more lap dances with my gold now. The BRICS countries have switched from buying U.S. treasuries to gold and silver for fear we will pay back our debt with dollars that have had most of their value inflated away. Bitcoin has not been considered as good of an investment. Gold and silver have a track record for being valuable for thousands of years.

Down to under 79K

I'll nibble away and buy more Bitcoin if it drifts below $79K - I missed a short window on Friday as I don't set a price for it to breech & buy, I'm new at Bitcoin, and I don't buy whole coins - that's crazy money size. I was waiting to see what govt policy would be like. Once David Sacks, All In podcast bestie, became the "Cybercurrency Policy Czar" I had a lot more confidence. Cryptocurrency is coming. Fortunately Biden's FedCoin was axed for StableCoin. I'm controlled and want to watch for good dips. I've been buying since it went below $100K. This is a long term 5-10 year horizon for me. I'm not buying enough if it all blows up to scuttle me, it is just a "Mad Money" play for me. Yeah, it is volatile.

My favorite long term: I bought a bunch of PLTR at $22-$23 in Spring 2024 and expect it to be a 20-bagger in 18-24 months - what they are doing with analysis software is unique and no one else is even close. PLTR capitalization is around just $350B at about $150/shr, it has been as high as about $220 last Fall.

TSLA is about Dojo, Optimus, Neuralink and SpaceX. Tesla cars are now just a commodity including the Robotaxi. SpaceX IPO will be around June 2026 (Musk's birthday is the target) at about $1.5T, it's about $850B now with private equity. There have been rumors SpaceX might roll into TSLA, who knows as Musk is probably just trolling. XOVR has private equity funding with SpaceX is another I hold for an early shot at SpaceX, anyone can buy XOVR. XOVR's investment exposure to SpaceX is around 10%-11% or just under $190M which is small.

Quantum Computing: Fairchild's semiconductor in the 1950s was a leap over vacuum tube computers, then Intel chips were optimized for Windows, massively scaled parallel CPU computers are the 1990s super computers like Cray, then GPUs (NVidia) designed for gamers/video made the next big leap we see today for AI processing. When NVDA went public in Jan 2010 it was $.43/shr (adjusted for splits) and is now around $180. Quantum computing will be the next leap in compute power. I like the pure Quantum stocks like D-Wave and IONQ. I'd expect NVDA, IBM, even Broadcom or Alphabet to acquire them at some point to advance their engineer or kill off competition.

Nuclear: Buh BYE Green, Hello Nuke! Pebble Small Modular Reactors will be hot. They'll do between 500MW-800MW. US air craft carriers have like two 550MW nuke reactors, and subs about the same. I think the days of building multi-gigawatt reactors is over aside from refurb'ing the old dudes. There there is no reason NOT to use SMRs for electricity on land along with NatGas and coal (which is super clean now). Tests have been done to break pebble reactors and they have not failed. Nothing is 100% safe, even Cave Men probably had out of control fires in their caves.

I'm not giving investment advice, do you OWN research. The world revolves around tech, and things they are a changin'.

@docsavage Yes, BRICS are buying gold & silver. CCP is doing same to devalue the US Dollar. Other Central Banks are buying up gold too.

I think silver is more about tech needs than currency, and alternative to Gold. I sold SLV a year ago at $29 as it had languished too long. Dumb ass me! I think Gold has a very good future. Gold and Silver took a butt whooping on Friday. I think it was a combination of manipulation and profit taking.