Options flow I'm seeing on $META this week
My $PLTR thesis: AI software with government contracts is a moat. Commercial segment growing 40% YoY. Yes it's expensive. So was Amazon in 2005. Not financial advice.
13 Comments
Mind sharing your full allocation?
This is exactly what I needed to read today.
FIRE community is the most underrated corner of personal finance.
Any thoughts on doing this in a taxable account?
I've been thinking about this too. What's your time horizon?
Have you stress tested this against a 40% drawdown?
The hardest part is just not touching it during a crash.
The fee math always surprises people when you actually do it out.
Love the transparency. This community needs more of this.
Great post, thanks for sharing this.
Curious about the rebalancing approach. Annual or threshold-based?
I was skeptical at first but this changed my mind.
Great post, thanks for sharing this.
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