LunarCrush LLM | creator/twitter::734844644266250240/posts

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[@thijsvanderspil](/creator/twitter/thijsvanderspil)
"September portfolio update: +17.63% YTD: +47.8% CAGR: +48.27% (on an MWRR basis) Transactions: New: - Add: $AMZN $MSFT Sold: - Trim: $ONTO The good: - $NBIS Nebius +64.33% - $MU Micron +40.59% - $LRCX Lam Research +33.7% The bad: - $AMZN Amazon -XXXX% - $META Meta -XXXX% - $AMD AMD -XXXX% Trade book: Holding $DUOL $FIG (tracker) $INOD $RBRK $TEM Closed $MRVL $OPRA October outlook: Add on weakness basically. Still chasing last years XXXXX% 👀 Unlikely after the run since April but never say never"  
[X Link](https://x.com/thijsvanderspil/status/1973440889407283657) [@thijsvanderspil](/creator/x/thijsvanderspil) 2025-10-01T17:32Z XXX followers, XXX engagements


"Trimmed my positions in $ASML and $ASM.AS a bit as well as added to $ALAB and $CRDO in my growth portfolio. Also added to $RBRK and $INOD in my tradebook and started new trades in $CRWV $IREN $OPRA $RDDT $S and $TSSI"  
[X Link](https://x.com/thijsvanderspil/status/1981080081016439202) [@thijsvanderspil](/creator/x/thijsvanderspil) 2025-10-22T19:27Z XXX followers, XXX engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@thijsvanderspil "September portfolio update: +17.63% YTD: +47.8% CAGR: +48.27% (on an MWRR basis) Transactions: New: - Add: $AMZN $MSFT Sold: - Trim: $ONTO The good: - $NBIS Nebius +64.33% - $MU Micron +40.59% - $LRCX Lam Research +33.7% The bad: - $AMZN Amazon -XXXX% - $META Meta -XXXX% - $AMD AMD -XXXX% Trade book: Holding $DUOL $FIG (tracker) $INOD $RBRK $TEM Closed $MRVL $OPRA October outlook: Add on weakness basically. Still chasing last years XXXXX% 👀 Unlikely after the run since April but never say never"
X Link @thijsvanderspil 2025-10-01T17:32Z XXX followers, XXX engagements

"Trimmed my positions in $ASML and $ASM.AS a bit as well as added to $ALAB and $CRDO in my growth portfolio. Also added to $RBRK and $INOD in my tradebook and started new trades in $CRWV $IREN $OPRA $RDDT $S and $TSSI"
X Link @thijsvanderspil 2025-10-22T19:27Z XXX followers, XXX engagements