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Daily Activity· Thu, Jul 30

ebp

Day P&L

+11.2%

Added RDDT, HOOD, META & GOOG · trimmed DOCU, IREN, MU, ORCL & RIVN · shorted AMZN.

Trades

24

Buys

13

Sells

11

Turnover

•••

Portfolio

•••

Invested

77%▼

Cash

23%▲

Allocation, end of day

77%Invested

MU9.5%ORCL8.9%AMZN8.6%IREN8.4%META7.6%AVGO6.6%NU4.8%PLTR4.4%Other (11)18.7%Cash22.6%

Show all 19 positions

What changed todaynet -0.9% deployed

Sold $527KBought $495K

▼GOOG -3.3%▲RDDT +3.1%▲META +2.7%▼ORCL -1.4%▼IREN -1.4%▲HOOD +0.9%

All trades24 fills

TickerQtyPriceAmountNew wtPos P&L

BuyRDDT+100$155.80$15,5803.4%+10.5%

BuyRDDT+100$154.80$15,4803.4%+10.5%

BuyRDDT+100$154.30$15,4303.4%+10.5%

BuyAMZN+100$257.00$25,7008.6%-0.2%

ShortAMZN−100$254.00$25,4008.6%-0.2%

BuyRDDT+100$163.97$16,3973.4%+10.5%

Show 18 more fills

New wt = position's portfolio weight after the fill · Pos P&L = the position's current unrealized return.

Piggyback-verified · synced 1:07am ETOpen day

ThesisUpdated · v9· Tue, Jun 9

ebp

BuyMETA$556.71High convictionLong horizon

$META is undervalued. Zuck isn't overspending this time.

The stickiest, largest user base in the world is more monetizable than we think.

Piggyback verifiedWeight 7.6%Unrlzd −12.8%

Scenario targets

↓ Add below $600·↑ Trim above $800

Today $556.71BearBaseBull

$600+8%

$820+47%

$1,000+80%

▲Key catalysts

• Ad pricing holds
• Capex guide moderates
• 2027 depreciation absorbed

▼Key risks

• Dilution
• Engagement rolls over
• Multiple stays compressed

Piggyback-verified positionRead full thesis →