Jun. 5 at 9:55 PM
Red day. -7% on the portfolio.
No hiding, no filtering—this is what growth investing looks like.
I own growth names, which means outsized upside also comes with brutal drawdowns.
$GRAB $NBIS $PATH $NVDA $HIMS all under pressure, but the thesis hasn’t changed.
5-year horizon > 5-day noise.
Unflinched. Still holding. Still building.
