SHOP
Shopify Inc. Class A subordinate voting shares
stock NASDAQ

SBSW & SHOP were the dips to buy yesterday. I doubled down on both of those and had a steak for dinner.

#BUY, DRS, HOLD, SHOP

🟣 Reverse Repo 10/22 4.005B - BUY, HODL, DRS, Pure BOOK, SHOP, VOTE 🟣

SHOP is still an infinite money glitch, BYND has shit the bed since it fell off a cliff

SHOP & SBSW were the dips to buy. Earnings for both will be huge. When does the meat bag loss porn start?

#BUY, DRS, HOLD & SHOP.

🟣 Reverse Repo 10/21 4.699B - BUY, HODL, DRS, Pure BOOK, SHOP, VOTE 🟣

Looking for advice on my portfolio. I'm in New Zealand, 5-10 year timeline, goal is to reach $310k NZD ($177k USD) to pay off mortgage. Comfortable with volatility but concerned about concentration.
**Current positions (total: $85.7k USD / \~$150k NZD):**
* TSLA: 29.6% ($25.3k) - +102% return
* RKLB: 28.7% ($24.6k) - +432% return
* NVDA: 14.5% ($12.4k) - +61% return
* VOO: 10.6% ($9.1k) - +35% return
* AMZN: 7.4% ($6.4k) - +49% return
* SHOP: 5.4% ($4.6k) - +165% return
* IBIT: 1.2% ($1.0k) - +26% return
* SMCI: 0.9% ($785) - -13% return
* OPEN: 0.6% ($498) - +186% return (but all analysts rate it sell)
* LLY: 0.5% ($451) - -13% return
* NIO: 0.5% ($414) - -34% return
**Key concerns:**
1. 58% concentrated in just two stocks (TSLA + RKLB) - both have been huge winners but feeling exposed
2. Approaching NZ's $50k foreign investment tax threshold where I'll owe annual tax on 5% of portfolio value regardless of gains
3. Planning to DCA $10k NZD (\~$5.7k USD) per year going forward
**Questions:**
* Should I trim TSLA/RKLB back to 10% each and diversify, or let winners run?
* Any specific sectors or stocks you'd recommend adding for better balance?
* Should I be thinking about the NZ tax threshold differently?
Appreciate any insights!

#BUY, DRS, HODL & SHOP. IN RC WE TRUST.

🟣 Reverse Repo 10/20 5.931B - BUY, HODL, DRS, Pure BOOK, SHOP, VOTE 🟣

SHOP puts