BTC, TSLA, NVDA, GOOGL - and the biggest bet of all: yourself

My framework first, because it matters more than the picks

I don't trade. I don't chase short-term moves. I'm not interested in doubling my money over 10 years. I'm interested in investments that could meaningfully change my life.

Every position I take, I intend to hold for at least a decade. I buy based on conviction, not speculation. I've bought when things felt early, I've bought when they felt late, and I've held through every downturn in between. Weak hands lose. That's the whole game.

I've been buying since 2020. Never sold a single satoshi. Plan to hold beyond 2035. I may shave some off the top eventually, but I genuinely don't think I'll ever sell all of it.

I lived through what happens when money gets printed. When COVID hit, Coconut Bowls nearly doubled overnight. For a while I thought that was just great business. Then I looked at what was actually happening: governments were printing trillions, handing people stimulus, and most of that money got spent on wants, not needs. My product was squarely in that category.

That wasn't organic demand. That was liquidity flooding the system. And it showed me something I hadn't fully understood before: fiat currencies are being diluted constantly, and the real rate of inflation is higher than what gets reported.

If money were being invented today, it wouldn't look like the dollar. It would look closer to Bitcoin.

Fixed supply. Decentralised. Not tied to any country, government, or organisation. It's the cleanest hedge against everything else happening in the global economy right now, and the trust in fiat is only going to erode further as debt piles up in the US, which is still the global reserve currency.

This isn't a car company anymore. It's energy, AI, robotics, and autonomy all wrapped together.

If autonomy works at scale, Tesla doesn't compete with car companies. It competes with entire industries. Ride-sharing. Logistics. Trucking. And then there's Optimus and the robotics play, which I think is the most underestimated piece of the business.

I think Tesla has a realistic shot at being the most valuable company in the world within 10 years.

AI is the trend. NVIDIA is the picks and shovels.

Every model, every company, every use case currently being built runs on their hardware. And as AI moves from millions of users to billions of agents operating autonomously, the compute demand doesn't grow linearly. It grows exponentially.

That's the real unlock. When a new industry forms, the infrastructure layer wins first and wins biggest. NVIDIA is the foundation of modern AI infrastructure, and the moat is real.

Most people see Alphabet as search and ads. I see three asymmetric bets inside one company.

ContextGoogle is where scale and AI collide. They have the compute, the talent, the data, and the distribution. The moat is real.

The common thread

These aren't random picks. They share one thing: they scale with systems that grow exponentially, not linearly.

Most businesses scale with people. These scale with systems. And systems grow faster than people. That's what creates the asymmetry. I don't need these companies to be perfect. I just need the macro trend to be right.

But here's the part most people miss

These aren't the biggest bet I can make. Not even close.

Why self-employment is the strongest asymmetric bet of all

This is something passed down from my grandfather to my father to me, and I'll pass it on to my kids. The safest job is a job for yourself.

There has never been a truer moment for that than right now. The tools have collapsed the cost of starting. If you have a creative mind, if you can see how the world works and spot what people actually want or need, self-employment is the safest possible position for the next decade. Not the riskiest. The safest. If you're an employee and unsure what the next decade looks like for you, this piece is worth reading.

If you're currently an employee, your number one goal should be to replace your income working for yourself. When you're working for someone else, you're trading your time, your opportunity, and your safety net to them.

Once you've replaced the income, the ceiling is gone. You might build a $500K business, or a $5M one, or a $50M one. The point is that you're the one deciding.

“I can't take that risk, I have a mortgage and kids”

This is the pushback I get most, and it's a fair one. But I'd reframe it.

If you don't have money to invest in a business, there's another path available to literally everyone: offer a service and get paid on the side for your time. Write, design, consult, build, teach. Anything you're good at has value. This is something nearly anyone can start this week, with zero capital, and that's how most of the best founders started.

You're not jumping off a cliff. You're building a second path. And if that second path ever earns more than the first one, you now have optionality you'll never get from a salary.

The real allocation strategy

When I look at where I actually put my resources, here's how it breaks down.

The best returns I've ever had haven't come from an asset I bought. They've come from something I built.