IRS refund FINALLY came in. So now it is time to increase the investment amount. Now I will do $50 into bitcoin and $50 into Jeremy’s Portfolio. Eight months into this experiment which started off with me investing $20 a month I am almost up to $100 a month and having an overall cash balance over $1,000 or an overall sat balance of 1 million! When people say they can’t save I will point them to this post.` Most cell phone plans are more expensive than $50-$100 a month and people pay for that without any hesitation.

Jeremy is DUMPING Palantir. He thinks it is overvalued and the future cash flows can not cover this super rich valuation. Right now investors are paying $693 dollars to access $1 dollar of earnings. To value investors this stock is radioactive and just begging for a crash but maybe AI is the new paradigm and this is the cost for growth now. Who knows?

Jeremy is adding The Trading Desk (TTD) to his portfolio and he is hyper bullish on AMD which ended up being a good buy as AMD has caught a massive bid over these last few months. But lately Jeremy’s videos have been boring.

The rest of Jeremy’s portfolio is doing okay a few stocks have out performed bitcoin over this last 8 months but overall the portfolio is lagging bitcoin by 12%.

Until next month!