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UPDATE: Portofolio Sub X (terbaru).


Jadi yang baru gabung bisa lihat postingan portofolio sub ini: yang sebagai "Contoh" dan bisa di jadikan sebagai referensi.


Pembelian atau holding saat ini:


$USDT : sisa - 80% balance

$SUI : avg price : 0.79

$ASTER : avg price : 0.65

$NEAR : avg price : 2.5

$MORPHO : avg price : 2.3

$MET : avg price : 0.20

$FARTCOIN : avg price : 0.15

$EIGEN : avg price : 0.21


Kalian tidak wajib ikuti semua !!

bisa pilih beberapa saja yang kalian rasa yakin naik duluan.


Modal awal : 80 juta

Saat ini : 192 juta - full spot

Portofolio balance: profit +140%


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TAMBAHAN :


Saya baru DCA di koin ini dulu masing-masing 5 juta IDR dan $FARTCOIN sempat turun, saya DCA lagi biar kembali lagi jadi 5 juta IDR dan $NEAR saya belikan juga jadi 5 juta IDR dulu.


Sisanya akan di beli lagi kalau sudah update tesisnya yah, supaya enak di baca dan di lihat insightnya.


Note :


Setiap chart sebelumnya ?

masih sesuai planing yah, baik yang di Tp atau tidak. Targetnya adalah (garis h

... see more

Novartis did 20%!!..

Closed 2188!!...🚀🚀🚀

Shree Harichem still buyer.. 🚀🚀

STL Network ltd again Buyer... 🚀🚀🚀

Good going in Bad Market!!

BREAKING NEWS : MAPLE $SYRUP


Maple (@maplefinance) mencatat protocol revenue sebesar $1.47M pada Agustus 2026 dan naik dari $1.37M di Juli 2026.


Ini menjadi 4 bulan berturut-turut revenue Maple terus naik dari bulan ke bulan berikutnya (Good News).


Menariknya, 10% dari revenue Agustus dialokasikan untuk buyback $SYRUP melalui MIP-021 (Hari ini).


Dengan alokasinya:


• $147,098 : digunakan untuk buyback

• 676,294 : $SYRUP dibeli

• Avg. buyback di harga : $0.2175


Revenue naik, lalu di pakai buyback berjalan dan supply $SYRUP berkurang di market.


Maple terus memasak $SYRUP dan kalian akan melihat perbedaan harganya saat ini dan tahun berikutnya.


Alpha lainya di tunggu updatenya di Sub 👌🏻

UPDATE: altcoin gems target 20-80% 💎


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$WLD


Di postingan sebelumnya ?

saya sempat masuk $WLD di portofolio longtem sebelum di gabung.


Dan saat ini $WLD telah breakout lalu menuju area rites, dan potensi kembali ke area sebelumnya.


Best entry awal: 0.35-0.32

sebelumnya $WLD telah naik +52% ?

tapi di rijek ama EMA 200 nya.


Next mungkin berhasil tembus !!

jadi nanti saya akan DCA $WLD lagi di portofolio subscribsion x yah.

Sold 100%

Sell

Worldcoin

Worldcoin

9 Sep

CLOSEDLONG

Invested Capital

1%

Buying Price

0.3592$

Selling Price

0.4524$

ROI

25.97%

UPDATE: altcoin gems target 20-60% 💎


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$SUI


Sudah masuk area ideal buat yang mau masuk $SUI !! secara timeframe ?


Tf 1D & 3D ?

sudah breakout + rites !!

jika tertarik ? bisa masuk $SUI saat ini.

Sold 100%

sell $SUI

Sui

Sui

9 Sep

CLOSEDLONG

Invested Capital

1%

Buying Price

0.7082$

Selling Price

0.8070$

ROI

13.96%

10 NAMES ON MY RADAR RIGHT NOW


$CRDO — down post-earnings despite a clean beat. $479M revenue, $1.20 EPS, with margin/cost concerns driving the selloff. Optical revenue tracking toward $600M+ in FY27.


$MRVL — Q2 revenue $2.74B that is +37% YoY , FY28 guide raised 10% to $18B. Stock dropped on Google partnership-delay fears. Custom AI silicon thesis remains intact. Buy-the-panic setup if execution holds.


$AAOI — Revenue +86% YoY with FY26 guidance reaffirmed at $1.1B. 800G/1.6T demand is outpacing capacity. The $600M dilutive raise crushed shares , but AI optics demand remains strong.


$AXTI — Record Q2 revenue of $47.6M, driven by InP substrate demand. A small-cap AI materials/picks-and-shovels play. Extremely volatile — size accordingly.


$AVGO — Custom AI silicon + networking remains a powerful combination. Yet the stock has lagged peers, up only 6% YTD. Potentially one of the more attractive mega-cap AI compounders if growth continues.


$APP — down despite Q2 revenue +53% YoY to $1.92B and E

... see more

AI’S NEXT BOTTLENECK MAY NOT BE CHIPS.

IT MAY BE POWER.

Think about what is happening:

  • Bigger AI models
  • More inference
  • More data centers
  • More GPUs
  • More networking
  • More cooling
  • More electricity

The AI race is rapidly turning into an energy + infrastructure race.

$NVDA can build the world’s fastest GPUs.

But those GPUs still need:

  • Electricity
  • Data centers
  • Cooling
  • Grid capacity
  • Fiber + optical networking

That’s why I’m watching the entire AI infrastructure stack — not just the obvious AI names.

Semis → Memory → Photonics → NeoCloud → Power → Nuclear → Grid

AI doesn’t stop at the server rack.

It reaches all the way to the substation.

That’s the opportunity most investors are still underestimating.

DYOR.


Natural gas is the biggest AI trade nobody wants to touch. It is the final bottleneck.

Between new LNG terminals, industrialisation of the US and data centers there could be up to 20 bcf of new gas demand by 2030. It is the strongest confluence of gas demand drivers in the history of the US and yet nobody wants to go long natural gas. Expand Energy is the largest US gas producer with production in all the major gas basins trading on a p/e of 10x earnings with gas hedged at $3. Expand is a direct beneficiary of a potential move up in gas prices to $6/mmbtu.

Expand Energy Corporation

Expand Energy Corporation

8 Sep

OPENLONG

Invested Capital

7%

Buying Price

98.86$

Current Price

-

ROI

0.00%

Two weeks ago the Fed stopped buying $40 billion a month of Treasury bills. That program ran from December to keep bank reserves cushioned through tax season. It was built for weeks like the one coming up, and it ended before the week arrived.


Circle Tuesday, September 15.


That's the corporate tax extension deadline. Businesses that filed for an extension in the spring have to pay on the 15th, and so does anyone making a third-quarter estimated payment. That money leaves the banking system and goes into the Treasury's account at the Fed, and bank reserves fall by whatever gets paid.


The same morning, dealers have to fund about $119 billion of new 3-, 10- and 30-year Treasuries. There's a 20-year auction that afternoon. The Fed opens its two-day meeting the same day. Triple witching is that Friday. The Bank of Japan decides the day after the Fed does.


So the banking system has less cash and more paper to finance on the same day.


This happened before, in September 2019. Corporate tax payments

... see more

UPDATE: $BTC timeframe (3D).


Saya seperti melihat $INJ kaya $BTC ?

masih masuk akal jika bottom di awal oktober.


Maksudnya bottom bukan ke bawah lagi !!

tapi koreksi terakhir sebelum "Up Only."


Bagaimana pandangan kalian ?

UPDATE: $BTC timeframe (1D).


Gimana guys udah puas kan kenaikannya?

sebenernya saya mau ngingetin aja !!


Jangan sampai kalian lupa cara (TP).

entah gimana $BTC udah cukup lama, dan minggu depan akan ada FOMC juga.


Alangkah baiknya kita Tp Tp atau sedikit mengurangi posisi bagaimana guys ?