The Physical Layer of AI, and how I'm playing it. Real portfolio. Time-stamped trades. Receipts, not rumors.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 116 | Founded | 9 months ago | Last Issue | 17 days ago |
| Active | |||||
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youngbullinvests.substack.comLatest Issues
NBIS Fell 12% on a Downgrade That Was Not About NBIS
Morningstar cut CoreWeave and IREN and explicitly said Nebius is less leveraged. The stock fell 12%
The receipts, up top, because you came here to scan:
PENG Gave Back a Month of Gains in Four Days. Nothing About the Company Changed.
Minus 28% on zero company news. Still up 15% on my basis. Here is what the tape is actually doing.
The receipts, up top, because you came here to scan:
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My position: 75 shares of PENG at $49.60. Basis $3,720.
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Friday close: $57.10,...
FN Stock: The Beat-and-Raise That Got Sold?
The receipts, up top, because you came here to scan:
The receipts, up top, because you came here to scan:
PENG Stock: Earnings Tomorrow. The Stock Already Ripped 20%.
I own 75 shares. I am not adding into the rip. Here is the full setup.
QThe receipts, up top, because you came here to scan:
MU Stock: The $54B Print That Was Never the Trade
The receipts, up top, because you came here to scan:
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The print: revenue $54.2B vs ~$51.3B expected. Adjusted EPS $33.42 vs $31.72 expected. Gross margin 87%. Sixth straight quarterly revenue record.
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The guide: next-quarter revenue...
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Authors
The writers behind this newsletter.
Real portfolio. Real moves. Real age. Im a 18 year old documenting the AI investing revolution in real time, and putting my money behind it. Not financial advice. Just receipts.
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