I blew up my old Roth, so I’m much more systematic about diversifying now. That said, I’m tempted to bet it all on PLTR.

Pltr, msft, coin, sbux, mkl, unp, mo, rzv, fb, goog, pool, tdg, cost, z (ouch), spot, abnb, baba, tcehy, snow, regn, ilmn, rblx, bac, brk.b, intc, lmt, vsco, bbwi, tsco, xlv, xlp, has, kmi, xle, ETH, BTC, DOGE. Plus really small amounts of v, ma, and sq.

But of all of these PLTR is the most unique company I own, with the fewest competitors. Huge opportunity that they’re just beginning to monetize. Peter Thiel approved. Tempted to yolo my portfolio into it. I’m not loving big tech here because it feels like they’re starting to compete with each other more and more, whereas before they were all really unique. Tons of capex going on too. Meanwhile, the future for everything not in tech is at risk of disruption by tech.

The other businesses have some advantages, but they’re starting to feel like small upside big downside.

My top 5 darlings are Pltr (duh)

Coin (network effect, with huge tailwind of dumb fiat flowing into crypto)

Mo (love nicotine for productivity, and they’re supposedly making it safer. I hope people keep using this drug, just for creativity’s sake. Love smoking and think the decline in smoking has led to less individuality and creativity).

Brk.b (tax efficient compounding in my taxable. Excited about BHE. Also, kind of a safe go-to when I don’t see good shit everywhere)

Baba (I’m probably misestimating future profitability but don’t want to admit it. Also, Munger fan-boy).