And yes, I do know.

- $CIFR: AI infrastructure - 5% of my portfolio.

- $HIMS: Next-gen healthcare platform - 3% of my portfolio.

- $AMD: Semiconductors - 2% of my portfolio.

- $IREN: AI infrastructure - 35% of my portfolio.

- $TSLA: Autonomous vehicles, robots, and energy - 27% of my portfolio.

- $SLNH: AI infrastructure - 13% of my portfolio.

- $GRAB: Super-app and financial services - 9% of my portfolio.

- $BITF: AI infrastructure - 6% of my portfolio.

Nonetheless, most of the investment ideas came from people tweeting about publicly traded companies here on X.

That's why I'd like to be more participative on FinTwit this year.

It's going to be fun.

Heading into 2026, this is my portfolio from heaviest weight to lightest:

"LMArena’s leaderboards became something of an obsession among model makers"

techcrunch.com/2026/01/06/...

After our first 21 episodes, we've shared our thoughts and vision for the future here (only in Spanish): www.youtube.com/watch?v=5ZA...

Last year, when I decided to sell the Who Got Funded newsletter, it was mainly to reinvest the time it took away into something else. I think the podcast is the perfect spot.

podcast. Since we live in different cities, it's often challenging to spend a lot of time together as friends since we're both often quite busy.

2) Interact and talk to a small audience that we hope can grow significantly in the upcoming years, which will hopefully bring many good things in the long-term

3) Spend time together without any specific € reason, meaning, we don't expect to make money at all from the (+)

- Same day: @Google snags CEO + key talent for $2.4B “reverse acqui-hire” (people + license).
- Jul 14: @Cognition_labs picks up the rest - code, IP, brand, team.

Thank you for reading!

Would you be interested in reading where I'm putting my money and why?

Now, one final "tip" that, of course, isn't investment advice:
Fear & Greed Index: some people say that you better don't buy when the street is extremely greedy (like today) - I'm of course following that framework👇

on the watchlist.

I can completely understand if that sounds boring to you, but to me, it's a fun thing to do. It's a nice way of staying up-to-date and learning about innovative products and services. I also enjoy writing @whogotfunds for the same reason.

Question for you all:

One key aspect that I'm enjoying a lot from this journey is that since I'm making decisions by myself (I'm not investing through ETFs or similar but rather in individual stocks), I actually need to put in the time to inform myself about the developments of the companies I've invested in or the ones

It's been a wild and fun ride so far! With ups and downs, but I'd say that the results are good since I'm 50% up from the amount of money I decided to put in. I'm not rich by any means, so I started with a very humble amount.

In Glissandoo, I was not full-time; I was full-time, full-life. Most likely, as almost all startup founders do. I didn't have the time or the cash to start buying any stocks.

However, since last year everything changed, and I started putting more time into investing.

Last year, I started investing in individual companies trading on the public markets. Before that, I had been interested in the topic and had bought some shares occasionally, but all my resources (both time and money) were fully invested in my startup glissandoo.com.