#  @GauchoRico GauchoRico GauchoRico posts on X about $nvda, $axon, $meli, nvda the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::1334853047151853569/interactions)  - [--] Week [------] -50% - [--] Month [-------] +51% - [--] Months [-------] -0.91% - [--] Year [-------] -26% ### Mentions: [--] [#](/creator/twitter::1334853047151853569/posts_active)  - [--] Week [--] +52% - [--] Month [--] +65% - [--] Months [---] +16% - [--] Year [---] +20% ### Followers: [------] [#](/creator/twitter::1334853047151853569/followers)  - [--] Week [------] +0.10% - [--] Month [------] +0.30% - [--] Months [------] +3.10% - [--] Year [------] +5.70% ### CreatorRank: [-------] [#](/creator/twitter::1334853047151853569/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 64.36% [technology brands](/list/technology-brands) 58.42% [automotive brands](/list/automotive-brands) 33.66% [social networks](/list/social-networks) 31.68% [cryptocurrencies](/list/cryptocurrencies) 25.74% [finance](/list/finance) 11.88% [countries](/list/countries) 1.98% [currencies](/list/currencies) 0.99% **Social topic influence** [$nvda](/topic/$nvda) #283, [$axon](/topic/$axon) #5, [$meli](/topic/$meli) #9, [nvda](/topic/nvda) #63, [$rddt](/topic/$rddt) #17, [$tsla](/topic/$tsla) 31.68%, [$app](/topic/$app) #19, [$aspn](/topic/$aspn) 25.74%, [$amzn](/topic/$amzn) 24.75%, [$alab](/topic/$alab) #7 **Top accounts mentioned or mentioned by** [@elanguepin](/creator/undefined) [@gabgrowth](/creator/undefined) [@gauchoric0](/creator/undefined) [@firebombom](/creator/undefined) [@benmartin661251](/creator/undefined) [@chesir3cat](/creator/undefined) [@sunnym80](/creator/undefined) [@anthonytassone_](/creator/undefined) [@danielchiang17](/creator/undefined) **Top assets mentioned** [NVIDIA Corp. (NVDA)](/topic/$nvda) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [MercadoLibre Inc (MELI)](/topic/$meli) [Reddit, Inc. (RDDT)](/topic/$rddt) [Tesla, Inc. (TSLA)](/topic/$tsla) [AppLovin Corporation (APP)](/topic/$app) [Aspen Aerogels, Inc. (ASPN)](/topic/$aspn) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Astera Labs, Inc. (ALAB)](/topic/$alab) [Snowflake Inc. (SNOW)](/topic/$snow) [Iris Energy Limited (IREN)](/topic/$iren) [Trade Desk, Inc. (TTD)](/topic/$ttd) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [The Root Network (ROOT)](/topic/$root) [aelf (ELF)](/topic/$elf) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Celsius Holdings, Inc. Common Stock (CELH)](/topic/$celh) [Borr Drilling Limited (BORR)](/topic/$borr) [Helium IOT (IOT)](/topic/$iot) [Metadium (META)](/topic/$meta) [Microsoft Corp. (MSFT)](/topic/$msft) [Sezzle Inc. Common Stock (SEZL)](/topic/$sezl) ### Top Social Posts Top posts by engagements in the last [--] hours "$APP has been getting hammered and this has dropped from the portfolios largest holding to the 2nd largest. Is the drop warranted Is someone going to eat APPs lunch. Im skeptical about that. Money laundering allegations seem bogus to me. Earnings next week. Lets wait for it" [X Link](https://x.com/GauchoRico/status/2019459370552086539) 2026-02-05T17:13Z 15.3K followers, [----] engagements "Long-term call options (6.5% of portfolio): 3.4% allocation in NVDA Jan'27 $125Cs and Dec'27 $170Cs 3.1% allocation in APP Jun'27 $600Cs 3/4" [X Link](https://x.com/GauchoRico/status/1987020416070918554) 2025-11-08T04:52Z 15.3K followers, [----] engagements "14Nov'25 Allocations $NVDA 22.2% $APP 20.3% $MELI 14.7% $AXON 13.2% $RDDT 12.3% $IREN 10.3% $ALAB 7.4% cash -0.1% YTD +26.0% YTD hi +48.7% (3Nov) YTD lo -28.6% (4Apr) CAGR +34.5% (8.87 yrs; since 1/1/17) changes this week π 1/3" [X Link](https://x.com/GauchoRico/status/1989532935666770328) 2025-11-15T03:16Z 15.3K followers, [----] engagements "Long-term call options (13.7% of portfolio): 6.6% APP: Jun'27 $600Cs 1% MELI: Jan'28 $2000Cs 6.2% NVDA: Jan'27 $125Cs Dec'27 $170Cs $185Cs 2/2" [X Link](https://x.com/GauchoRico/status/1997058729829978599) 2025-12-05T21:41Z 15.3K followers, [----] engagements "Changes this week: * Sold 20% of APP Jun'27 $600Cs * Bought APP shares for $711 with proceeds 2/3" [X Link](https://x.com/GauchoRico/status/1999591066169958750) 2025-12-12T21:23Z 15.3K followers, [----] engagements "Long-term call options (11.4% of portfolio): * 4.7% APP Jun27 $600Cs * 5.8% NVDA Jan27 $125Cs Dec27 $170Cs Dec27 &185Cs * 0.9% MELI Jan28 $2000Cs 3/3" [X Link](https://x.com/GauchoRico/status/2002135243596370342) 2025-12-19T21:53Z 15.3K followers, [----] engagements "Long-term call options (11.4% of portfolio): * APP Jun'27 $600Cs (4.5%) * MELI Jan'28 $2000Cs (0.9%) * NVDA Jan'27 $125Cs Dec'27 $170Cs and $185Cs (6.0%) 3/4" [X Link](https://x.com/GauchoRico/status/2004727882791506357) 2025-12-27T01:35Z 15.3K followers, [----] engagements "16Jan'26 Growth Stock Portfolio Allocations $APP 20.6% $NVDA 20.5% $AXON 14.3% $MELI 14.0% $RDDT 12.9% $IREN 12.3% $ALAB 8.8% cash -3.5% YTD +2.8% YTD hi +7.8% (13Jan) YTD lo +0.1% (2Jan) CAGR +35.2% (9.04 yrs; since 1/1/17)" [X Link](https://x.com/GauchoRico/status/2012695881623990645) 2026-01-18T01:17Z 15.3K followers, [----] engagements "Changes this week: * sold 1.7% APP * bought 1.7% APP Jan'28 $510Cs * sold 0.3% IREN 2/4" [X Link](https://x.com/GauchoRico/status/2014813018056753454) 2026-01-23T21:30Z 15.3K followers, [----] engagements "@elanguepin See this: https://gauchorico.com/using-leaps-for-growth-stocks/ https://gauchorico.com/using-leaps-for-growth-stocks/" [X Link](https://x.com/GauchoRico/status/2019552158925091296) 2026-02-05T23:22Z 15.3K followers, [---] engagements "@GabGrowth Read this: https://gauchorico.com/2025-06-30-fixed-income-portfolio-update/ https://gauchorico.com/2025-06-30-fixed-income-portfolio-update/" [X Link](https://x.com/GauchoRico/status/2019564738938827029) 2026-02-06T00:12Z 15.3K followers, [---] engagements "Changes this week: *sold 2.6% AXON to buy 2.6% AXON Jan28 $440Cs *sold 2.7% APP to buy 2.7% APP Jan28 $460Cs * sold 3.2% RDDT (before earnings) to buy 2.4% AXON and 0.8% APP * permanently removed 2.1% from the portfolio (added to margin) 2/5" [X Link](https://x.com/GauchoRico/status/2019896067043840188) 2026-02-06T22:08Z 15.3K followers, [----] engagements "Long-term call options (16.8% of portfolio) * APP (7.1%): Jun27 $600Cs Jan28 $460Cs and $510Cs * NVDA (7.1%): Dec27 $170Cs and $185Cs Jan28 $190Cs * AXON (2.6%): Jan28 $440Cs 3/5" [X Link](https://x.com/GauchoRico/status/2019896072425074936) 2026-02-06T22:08Z 15.3K followers, [----] engagements "Growth Stock Portfolio Returns 2025: +34.7% 2024: +82.7% 2023: +33.9% 2022: -71.4% 2021: +27.7% 2020: +245.6% 2019: +41.8% 2018: +55.9% 2017: +61.6% [--] years & +34.9% CAGR (S&P [---] +15.1%). [----] is 10th year of tracking. 1/3 https://gauchorico.com/2025-12-31-portfolio-update/ https://gauchorico.com/2025-12-31-portfolio-update/" [X Link](https://x.com/GauchoRico/status/2006561767879749680) 2026-01-01T03:03Z 15.3K followers, 26K engagements "Changes this week: * sold 1% AXON to buy 1% RDDT * sold 0.9% APP to buy 0.9% RDDT * sold 1.3% NVDA to buy 1.3% APP Jan28 $390Cs 2/4" [X Link](https://x.com/GauchoRico/status/2022534260708753899) 2026-02-14T04:51Z 15.3K followers, [----] engagements "23Jan Allocations Growth Stock Portfolio $NVDA 21.5% $APP 19.2% $MELI 14.9% $AXON 14.3% $RDDT 12.7% $IREN 12.2% $ALAB 8.5% cash -3.5% (margin) YTD -0.6% YTD hi +7.8% (13Jan) YTD lo -2.4% (21Jan) CAGR +34.6% (9.06 yrs; since 1/1/17) changes π 1/4" [X Link](https://x.com/GauchoRico/status/2014813016701993096) 2026-01-23T21:30Z 15.3K followers, [----] engagements "Long-term call options (12.5% of portfolio): * APP (6.6%): Jun27 $600Cs; Jan'28 $510Cs * NVDA (6.0%): Jan'27 $125Cs; Dec'27 $170Cs; Dec'27 $185Cs 3/4" [X Link](https://x.com/GauchoRico/status/2014813019323486656) 2026-01-23T21:30Z 15.3K followers, [----] engagements "30Jan26 GrowthStockPortfolio Allocations $NVDA 23.8% $APP 17.4% $MELI 16.4% $IREN 12.7% $AXON 12.3% $RDDT 11.4% $ALAB 9.5% cash -3.2% (on margin) YTD -9.25% YTD hi +7.8% (13Jan) YTD lo -9.25% (30Jan) CAGR +33.1% (9.09 yrs; since 1/1/17) 1/3" [X Link](https://x.com/GauchoRico/status/2017554385065414664) 2026-01-31T11:03Z 15.3K followers, [----] engagements "Changes this week: * Sell 1% APP for $550/sh *Buy 1% ALAB for $55/sh *Sold 0.9% APP for $500/sh *Buy 0.9% APP Jan28 $510Cs * Sell all NVDA Jan27 $125Cs to buy NVDA Jan28 $190Cs 2/3" [X Link](https://x.com/GauchoRico/status/2017554386768286104) 2026-01-31T11:03Z 15.3K followers, [----] engagements "Long-term call options (13.1% of portfolio): * APP (6.6%): Jun2027 $600Cs and Jan2028 $510Cs * NVDA (6.5%): Dec2027 $170Cs and $185Cs and Jan2028 $190Cs 3/3" [X Link](https://x.com/GauchoRico/status/2017554388274028889) 2026-01-31T11:03Z 15.3K followers, [----] engagements "This sell off has been fast and brutal so far. Growth stocks are the only assets being sold off but they are taking more than their share of pain. Big drawdowns in the range of -35% are fairly common in concentrated growth stock portfolios. Will this be a regular -35% or" [X Link](https://x.com/GauchoRico/status/2019455740709118042) 2026-02-05T16:59Z 15.3K followers, [----] engagements "a more rare large drawdown. No one can know but Id guess it will turn out to be the former. Stay invested in quality fast growing companies. Heres something I wrote about [---] years ago: https://gauchorico.com/big-drops/ https://gauchorico.com/big-drops/" [X Link](https://x.com/GauchoRico/status/2019455744152859027) 2026-02-05T16:59Z 15.3K followers, [----] engagements "Earnings season for the portfolio starts today with $RDDT and $IREN and then ends with $NVDA on 25Feb. Lets see how it goes. $META $MSFT $GOOG all are forecasting massive amount and growth in CapEx spending. Certainly positive for NVDA largest position in portfolio" [X Link](https://x.com/GauchoRico/status/2019458734758478147) 2026-02-05T17:10Z 15.3K followers, [----] engagements "$RDDT joined the selloff. When everything is down I sometimes shift some stuff around and further consolidate the portfolio. Im less confident in RDDTs growth durability than my other stocks. Sold some this week to add to $APP and $AXON" [X Link](https://x.com/GauchoRico/status/2019461088970994040) 2026-02-05T17:20Z 15.3K followers, [----] engagements "Outside the growth stock portfolio I established a Fixed-Income Portfolio. It provides regular income for my living expenses. Singapore REITs are up YTD provide dividends and are raising dividends. Munis and BDCs are delivering monthly income and arent impacted by this selloff" [X Link](https://x.com/GauchoRico/status/2019461843874464108) 2026-02-05T17:23Z 15.3K followers, [----] engagements "$RDDT earnings Great Q w/ 70% y/y revenue growth; all looks good with no sign of slowdown $IREN earnings Overall on-track in environment where compute/energy is constrained and in high demand; secured 1.6GW additional power 4/5" [X Link](https://x.com/GauchoRico/status/2019896076413857932) 2026-02-06T22:08Z 15.3K followers, [----] engagements "Next week we get $ALAB earnings on 10Feb and $APP earnings on 11Feb 5/5" [X Link](https://x.com/GauchoRico/status/2019896080285212971) 2026-02-06T22:08Z 15.3K followers, [----] engagements "Growth Stock Portfolio 13Feb26 Allocations $NVDA 25.4% $MELI 18.2% $APP 16.9% $AXON 14.5% $IREN 11.9% $ALAB 9.8% $RDDT 9.5% cash -6.2% YTD -22.35% YTD hi +7.8% (13Jan) YTD lo -25.1% (5Feb) CAGR +30.7% (9.12 yrs; since 1/1/17) Changes this week π 1/4" [X Link](https://x.com/GauchoRico/status/2022534256233451657) 2026-02-14T04:51Z 15.3K followers, [----] engagements "Long term call options (18.7% of portfolio): APP (8.8%): Jun27 $600Cs Jan28 $390Cs $460Cs $510Cs AXON (2.8%): Jan28 $440Cs NVDA (7.0%): Dec27 $170Cs Jan28 $185Cs $190Cs 3/4" [X Link](https://x.com/GauchoRico/status/2022534267717476491) 2026-02-14T04:52Z 15.3K followers, [----] engagements "16Jan'26 Growth Stock Portfolio Allocations $APP 20.6% $NVDA 20.5% $AXON 14.3% $MELI 14.0% $RDDT 12.9% $IREN 12.3% $APP 8.8% cash -3.5% YTD +2.8% YTD hi +7.8% (13Jan) YTD lo +0.1% (2Jan) CAGR +35.2% (9.04 yrs; since 1/1/17) changes π 1/2" [X Link](https://x.com/GauchoRico/status/2012407426754990521) 2026-01-17T06:11Z 15.3K followers, [----] engagements "Growth Stock Portfolio 6Feb26 Allocations $NVDA 26.6% $MELI 17.5% $APP 16.2% $AXON 14.6% $ALAB 12.5% $IREN 11.5% $RDDT 7.3% cash -6.1% (margin) YTD -20.27% YTD hi +7.80% (13Jan) YTD lo -25.07% (5Feb) CAGR +31.2% (9.10 yrs; since 1/1/17) 1/5" [X Link](https://x.com/GauchoRico/status/2019896062069338200) 2026-02-06T22:08Z 15.3K followers, 10.1K engagements "$AXON down more than 50% from ATH. Has SaaS revenue but it is so dominant and has many growth vector. Disruptable No way. Are law enforcement officers going to be replaced by AI agents Huh Dont see how Ive been adding to AXON and switched my cost basis shares into LEAPS" [X Link](https://x.com/GauchoRico/status/2019460442322501874) 2026-02-05T17:17Z 15.3K followers, 19.9K engagements "Earnings: ALAB: good result good guidance on-track APP: great result great guidance need GA of Axon in H1; fears about disruption and competition; largely leveraged position with LEAPS AXON MELI on 24Feb NVDA on 25Feb 4/4" [X Link](https://x.com/GauchoRico/status/2022534271739854924) 2026-02-14T04:52Z 15.3K followers, [----] engagements "10May24 Allocations $MELI 12.3% $AXON 12.0% $NVDA 11.9% $ELF 10.9% $TMDX 10.0% $SNOW 6.8% $ASPN 5.6% $IOT 5.2% $CRWD 5.2% $TTD 4.9% $CELH 4.9% $TSLA 4.8% cash 5.8% YTD +30.5% YTD hi +32.6% (6May) YTD lo -3.8% (3Jan) CAGR +32.4% (7.35 yrs; since 1/1/17)" [X Link](https://x.com/anyuser/status/1789035349684977743) 2024-05-10T20:50Z 15.3K followers, 15.8K engagements "24May'24 Allocations $NVDA 15.1% $AXON 13.5% $MELI 11.8% $ELF 10.5% $TMDX 10.4% $ASPN 6.0% $TSLA 5.6% $CRWD 5.2% $CELH 5.1% $TTD 5.0% $SNOW 4.8% cash 7.3% YTD +42.0% YTD hi +42.0% (24May) YTD lo -3.8% (3Jan) CAGR +33.7% (7.39 yrs; since 1/1/17)" [X Link](https://x.com/anyuser/status/1794110382572704230) 2024-05-24T20:57Z 15.3K followers, 15.8K engagements "7Jun'24 Allocations $NVDA 17.2% $AXON 13.5% $MELI 11.3% $TMDX 10.4% $ELF 9.9% $CELH 6.3% $ASPN 6.2% $TSLA 5.5% $CRWD 5.2% $TTD 5.0% $SNOW 2.7% cash 6.7% YTD +39.4% YTD hi +42.9% (28May) YTD lo -3.8% (3Jan) CAGR +33.2% (7.43 yrs; since 1/1/17)" [X Link](https://x.com/anyuser/status/1799474227701244298) 2024-06-08T16:11Z 15.3K followers, 12K engagements "14Jun'24 Allocations $NVDA 18.6% $AXON 14.6% $MELI 14.0% $ELF 11.2% $TMDX 11.2% $TSLA 8.0% $ASPN 6.5% $CRWD 5.4% $TTD 5.3% cash 5.5% YTD +42.8% YTD hi +43.9% (13Jun) YTD lo -3.8% (3Jan) CAGR +33.5% (7.45 yrs; since 1/1/17) changes π" [X Link](https://x.com/anyuser/status/1801758641739206743) 2024-06-14T23:28Z 15.3K followers, 15.6K engagements "21Jun'24 Allocations $NVDA 18.1% $AXON 15.2% $MELI 14.7% $TMDX 11.0% $ELF 9.9% $TSLA 8.4% $ASPN 5.9% $TTD 5.5% $CRWD 5.4% cash 6.4% YTD: +41.4% YTD hi: +46.6% (18Jun) YTD lo: -3.8% (3Jan) CAGR: +33.2% (7.47 yrs; since 1/1/17) changesπ" [X Link](https://x.com/anyuser/status/1804288077940297870) 2024-06-21T22:59Z 15.3K followers, 16.6K engagements "28Jun24 Allocations $NVDA 17.3% $AXON 15.1% $MELI 14.8% $TMDX 11.7% $ELF 9.9% $TSLA 9.3% $ASPN 5.4% $TTD 5.4% $CRWD 5.3% cash 6.3% YTD +44.2% YTD hi +46.6% (18Jun) YTD lo -3.8% (3Jan) CAGR +33.5% (7.49 yrs; since 1/1/17) no portfolio changes this week" [X Link](https://x.com/anyuser/status/1806848802407748065) 2024-06-29T00:34Z 15.3K followers, 12.6K engagements "5Jul'24 Allocations $NVDA 16.9% $AXON 14.6% $MELI 14.3% $TSLA 12.6% $TMDX 11.3% $ELF 9.0% $TTD 5.3% $ASPN 5.2% $CRWD 5.1% cash 6.1% YTD: +50.8% YTD hi: 50.8% (5Jul) YTD lo: -3.8% (3Jan) CAGR: +34.1% (7.51 yrs; since 1/1/17) no allocation changes this week" [X Link](https://x.com/anyuser/status/1809408727033975183) 2024-07-06T02:07Z 15.3K followers, 18.4K engagements "12Jul'24 Allocations $NVDA 16.6% $MELI 14.8% $AXON 14.4% $TSLA 12.4% $TMDX 11.7% $ELF 9.0% $ASPN 6.0% $TTD 5.3% $CRWD 4.9% cash 5.4% YTD +52.7% YTD hi +53.8% (9Jul) YTD lo -3.8% (3Jan) CAGR +34.3% (7.53 yrs; since 1/1/17) changesπ" [X Link](https://x.com/anyuser/status/1811866203234926601) 2024-07-12T20:52Z 15.3K followers, 12.7K engagements "19Jul'24 Allocations $NVDA 16.5% $AXON 15.5% $MELI 14.6% $TSLA 12.4% $TMDX 11.6% $ELF 10.6% $ASPN 5.4% $TTD 5.4% $CRWD 5.3% cash 3.7% YTD +44.7% YTD hi +54.2% (16Jul) YTD lo -3.8% (3Jan) CAGR +33.2% (7.55 yrs; since 1/1/17) changes this week π" [X Link](https://x.com/anyuser/status/1814537192590524556) 2024-07-20T05:45Z 15.3K followers, 17.8K engagements "26Jul'24 Allocations $NVDA 18.6% $AXON 16.2% $MELI 15.2% $TSLA 14.7% $TMDX 11.5% $ELF 10.8% $TTD 5.4% $ASPN 5.1% cash 3.2% YTD +39.0% YTD hi +54.2% (16Jul) YTD lo -3.8% (3Jan) CAGR +32.4% (7.57 yrs; since 1/1/17) changes this week π" [X Link](https://x.com/anyuser/status/1817086099199521140) 2024-07-27T06:34Z 15.3K followers, 10.4K engagements "9Aug'24 Allocations $NVDA 18.5% $AXON 18.3% $MELI 16.7% $TSLA 16.6% $TMDX 12.8% $ASPN 7.9% $TTD 5.5% cash 3.9% YTD +45.1% YTD hi +54.2% (16Jul) YTD low -3.8% (3Jan) CAGR +33.0% (7.61 yrs; since 1/1/17) changes this week π" [X Link](https://x.com/anyuser/status/1822011829129711932) 2024-08-09T20:47Z 15.3K followers, 17.3K engagements "16Aug'24 Allocations $NVDA 19.2% $AXON 17.2% $TSLA 17.0% $MELI 16.1% $TMDX 12.3% $ASPN 10.2% $TTD 5.2% cash 2.6% YTD +62.2% YTD hi +62.2% (16Aug) YTD lo -3.8% (3Jan) CAGR +34.8% (7.62 yrs; since 1/1/17) changes π" [X Link](https://x.com/anyuser/status/1824589844120531120) 2024-08-16T23:31Z 15.3K followers, 17.7K engagements "23Aug'24 Allocations NVDA 18.4% TSLA 16.9% AXON 16.8% MELI 16.0% TMDX 12.5% ASPN 9.5% TTD 5.3% cash 4.8% YTD +65.6% YTD hi +66.7% (19Aug) YTD lo -3.8% (3Jan) CAGR: + 35.1% (7.64 yrs; since 1/1/17) changes π" [X Link](https://x.com/anyuser/status/1827147117468471576) 2024-08-24T00:53Z 15.3K followers, 14K engagements "30Aug'24 Allocations $TSLA 18.0% $AXON 17.3% $MELI 17.3% $NVDA 16.7% $TMDX 12.5% $ASPN 10.3% $TTD 5.5% cash 2.3% YTD +60.4% YTD hi: +66.7% (19Aug) YTD lo: -3.8% (3Jan) CAGR: +34.4% (7.66 yrs; since 1/1/17) full portfolio update out this weekend changes π" [X Link](https://x.com/anyuser/status/1829625041606123888) 2024-08-30T20:59Z 15.3K followers, 16.5K engagements "27Sep'24 Allocations $TSLA 20.4% $NVDA 19.6% $AXON 17.5% $MELI 16.2% $TMDX 11.1% $ASPN 6.8% $TTD 5.4% $ROOT 1.4% cash 2.1% YTD +71.5% YTD hi +71.5% (27Sep) YTD lo -3.8% (3Jan) CAGR +35.2% (7.74 yrs; since 1/1/17) changes this week π" [X Link](https://x.com/anyuser/status/1839773065539940480) 2024-09-27T21:04Z 15.3K followers, 15.4K engagements "4Oct'24 Allocations NVDA 20.6% TSLA 19.7% AXON 19.0% MELI 15.6% TMDX 9.8% ASPN 6.5% TTD 5.7% ROOT 1.5% cash 2.1% YTD +68.8% YTD hi +71.5% (27Sep) YTD lo -3.8% (3Jan) CAGR +34.8% (7.76 years; since 1/1/17) no changes this week" [X Link](https://x.com/GauchoRico/status/1842301597730095316) 2024-10-04T20:31Z 15.3K followers, 13.7K engagements "18Oct'24 Allocations $NVDA 24.3% $MELI 17.7% $AXON 17.7% $TSLA 14.7% $TMDX 11.6% $ASPN 7.8% $TTD 6.4% cash 0.6% YTD +67.5% YTD hi +71.5% (27Sep) YTD lo -3.8% (3Jan) CAGR +34.5% (7.80 yrs; since 1/1/17) changes this week π" [X Link](https://x.com/anyuser/status/1847377627168030755) 2024-10-18T20:42Z 15.3K followers, 14.1K engagements "25Oct'24 Allocations $NVDA 25.2% $AXON 17.9% $MELI 17.5% $TSLA 14.7% $TMDX 11.5% $ASPN 6.8% $TTD 6.4% $ROOT 0.7% cash 0.3% YTD +72.6% YTD hi +72.6% (25Oct) YTD lo -3.8% CAGR +34.9% (7.82 yrs; since 1/1/17) changes this week π 1/3" [X Link](https://x.com/GauchoRico/status/1849914162576752918) 2024-10-25T20:41Z 15.3K followers, 14K engagements "1Nov'24 Allocations $NVDA 25.6% $MELI 18.9% $AXON 18.6% $TSLA 14.3% $TTD 6.9% $ASPN 6.9% $AMZN 4.4% $ROOT 1.2% cash 4.2% YTD +59.7% YTD hi +72.6% (25Oct) YTD lo -3.8% (3Jan) CAGR +33.5% (7.84 yrs; since 1/1/17) changes π 1/5" [X Link](https://x.com/GauchoRico/status/1852474582806196367) 2024-11-01T22:15Z 15.3K followers, 17K engagements "8Nov'24 Allocations $NVDA 23.7% $TSLA 18.2% $MELI 15.9% $AXON 15.7% $AMZN 9.1% $ASPN 5.6% $ROOT 2.3% $APP 1.1% cash 9.1% YTD +82.9% YTD hi +82.9% (8Nov) YTD lo -3.8% (3Jan) CAGR +35.7% (7.85 yrs; since 1/1/17) S&P500(TR) +27.2% YTD changes π" [X Link](https://x.com/anyuser/status/1855143064781877420) 2024-11-09T06:59Z 15.3K followers, 19.7K engagements "15Nov24 Allocations $NVDA 23.1% $TSLA 18.6% $MELI 17.2% $AXON 15.4% $AMZN 9.1% $ASPN 4.8% $ROOT 2.6% $APP 1.2% cash 8.7% YTD +79.25% YTD hi +88.7% (11Nov) YTD lo -3.8% (3Jan) CAGR +35.3% (7.87 yrs; since 1/1/17) changes π" [X Link](https://x.com/anyuser/status/1857803430435356905) 2024-11-16T15:10Z 15.3K followers, 18.5K engagements "22Nov'24 Allocations $NVDA 21.9% $TSLA 20.2% $MELI 17.6% $AXON 12.6% $AMZN 9.6% $ASPN 4.6% $ROOT 3.6% $SNOW 1.9% $APP 1.3% cash 7.9% YTD +89.3% YTD hi +89.3% (22Nov) YTD lo -3.8% (3Jan) CAGR +36.1% (7.89 yrs; since 1/1/17) changes π" [X Link](https://x.com/anyuser/status/1860110472038711705) 2024-11-22T23:57Z 15.3K followers, 18.9K engagements "29Nov24 Allocations $NVDA 21.3% $TSLA 19.6% $MELI 17.7% $AXON 11.9% $AMZN 10.2% $ASPN 7.0% $ROOT 4.5% $SNOW 2.0% cash 6.9% YTD +87.2% YTD hi +89.3% (22Nov) YTD lo -3.8% (3Jan) CAGR +35.8% (7.91 yrs; since 1/1/17) changes this week π" [X Link](https://x.com/GauchoRico/status/1862655495724834855) 2024-11-30T00:30Z 15.3K followers, 18.2K engagements "6Dec'24 Allocations $TSLA 24.5% $NVDA 20.9% $MELI 16.5% $AXON 11.0% $AMZN 10.6% $ASPN 5.8% $ROOT 4.8% $SNOW 2.0% cash 4.6% YTD +97.4% YTD hi +97.4% (6Dec) YTD lo -3.8% (3Jan) CAGR +36.6% (7.93 yrs; since 1/1/17) changes π" [X Link](https://x.com/anyuser/status/1865166626238222563) 2024-12-06T22:49Z 15.3K followers, 13.5K engagements "13Dec'24 Allocations $TSLA 28.1% $NVDA 19.9% $MELI 15.7% $AMZN 10.8% $AXON 10.4% $ASPN 6.1% $ROOT 4.6% $SNOW 1.8% cash 3.4% YTD +96.4% YTD hi +99.1% (11Dec) YTD lo -3.8% (3Jan) CAGR +36.4% (7.95 yrs; since 1/1/17) changes this week π" [X Link](https://x.com/anyuser/status/1867688099909972398) 2024-12-13T21:48Z 15.3K followers, 14.4K engagements "27Dec24 Allocations $TSLA 28.7% $NVDA 17.7% $MELI 17.0% $AMZN 11.1% $AXON 10.4% $ASPN 6.1% $ROOT 5.1% $SNOW 1.8% cash 3.1% YTD +91.1% YTD hi +102.0% (17Dec) YTD lo -3.8% (3Jan) CAGR +35.8% (7.99 yrs; since 1/1/17) No changes this week" [X Link](https://x.com/GauchoRico/status/1872821135899017653) 2024-12-28T01:45Z 15.3K followers, 12.4K engagements "The end of [----] marks [--] years of portfolio management and tracking: [--] year CAGR was 34.9% versus 14.8% for the S&P [---] (total return with dividends included). GauchoRico's [----] year-end results and allocations: https://gauchorico.com/2024-12-31-portfolio-update/ https://gauchorico.com/2024-12-31-portfolio-update/" [X Link](https://x.com/GauchoRico/status/1874647498050216257) 2025-01-02T02:42Z 15.3K followers, [----] engagements "3Jan25 Allocations $TSLA 25.3% $NVDA 18.8% $MELI 18.6% $AMZN 11.3% $AXON 10.4% $ASPN 6.2% $ROOT 5.3% $SNOW 1.9% cash 3.2% YTD +3.6% YTD hi +3.6% (3Jan) YTD lo -0.5% (2Jan) CAGR +35.5% (8.01 yrs; since 1/1/17) No changes this week" [X Link](https://x.com/GauchoRico/status/1875337921789882495) 2025-01-04T00:26Z 15.3K followers, [----] engagements "Seems obvious to me that any efficiency breakthrough is a positive (neutral at worst) for $NVDA GPU demand. Today I sold shares to buy [----] call options and then added more [----] calls ($120 and $125 strikes). Those are 3% allocation of portfolio" [X Link](https://x.com/GauchoRico/status/1883998587903959198) 2025-01-27T22:00Z 15.3K followers, 11K engagements "7Feb25 Allocations $TSLA 22.0% $MELI 20.1% $NVDA 20.1% $AXON 11.6% $AMZN 11.4% $ROOT 6.0% $ASPN 5.2% $SNOW 2.1% $BORR 1.0% cash 0.9% YTD +4.4% YTD hi +6.8% (17Jan) YTD lo -0.5% (2Jan) CAGR +35.1% (8.10 yrs; since 1/1/17) changes this week π" [X Link](https://x.com/GauchoRico/status/1888062203468857743) 2025-02-08T03:08Z 15.3K followers, 13.2K engagements "I provide my opinions and share my investing journey at no charge. I run my blog at no charge: I never ask for compensation and I offer no paid services. I noticed that some accounts are impersonating my account. For example @gauchoric0 Dont get scammed http://www.gauchorico.com http://www.gauchorico.com" [X Link](https://x.com/GauchoRico/status/1892086775016804356) 2025-02-19T05:40Z 15.3K followers, [----] engagements "21Feb'25 Allocations $NVDA 22.6% $TSLA 21.7% $MELI 21.5% $AMZN 11.8% $AXON 11.3% $ROOT 4.9% $SNOW 2.2% $RDDT 1.4% $BORR 1.0% cash 2.5% YTD -1.5% YTD hi +6.8% (17Jan) YTD lo -1.5% (21Feb) CAGR +34.0% (8.14 yrs; since 1/1/17) changes this week π" [X Link](https://x.com/GauchoRico/status/1893129894701473891) 2025-02-22T02:45Z 15.3K followers, 10.3K engagements "28Feb'25 Allocations $NVDA 21.5% $MELI 21.2% $TSLA 19.5% $AXON 13.3% $AMZN 12.2% $ROOT 5.1% $RDDT 2.4% $SNOW 2.3% $BORR 0.9% cash 2.2% YTD -6.5% YTD hi +6.8% (17Jan) YTD lo -9.2% (27Feb) CAGR +33.1% (8.16 yrs; since 1/1/17) changes this week π" [X Link](https://x.com/GauchoRico/status/1895981296561885239) 2025-03-01T23:35Z 15.3K followers, 10.2K engagements "7Mar'25 Allocations $NVDA 22.6% $MELI 20.6% $AXON 16.0% $AMZN 13.9% $RDDT 8.1% $TSLA 7.4% $ROOT 5.7% $SNOW 2.4% cash 5.5% YTD -15.4% YTD hi +6.8% (17Jan) YTD lo -15.4% (7Mar) CAGR +31.3% (8.18 yrs; since 1/1/17) changes this week π" [X Link](https://x.com/GauchoRico/status/1898169312210567567) 2025-03-08T00:30Z 15.3K followers, 15.3K engagements "28Mar'25 Allocations $NVDA 22.1% $MELI 21.6% $AXON 15.6% $AMZN 14.8% $RDDT 8.8% $TSLA 6.3% $ROOT 4.3% $SNOW 2.3% $IOT 1.1% cash 4.6% YTD: -17.0% YTD hi: +6.8% (17Jan) YTD lo: -22.4% (10Mar) CAGR: +30.8% (8.24 yrs; since 1/1/17) changes this week π" [X Link](https://x.com/GauchoRico/status/1905787999662801195) 2025-03-29T01:04Z 15.3K followers, 12.5K engagements "16May25 Allocations $NVDA 23.2% $MELI 21.5% $AXON 16.4% $AMZN 13.1% $RDDT 9.3% $TSLA 8.7% $SNOW 2.3% $APP 0.9% cash 5.6% YTD +3.6% YTD hi +6.8% (17Jan) YTD low -28.6% (4Apr) CAGR +33.7% (8.37 yrs; since 1/1/17) changes this week π" [X Link](https://x.com/GauchoRico/status/1923624684983087610) 2025-05-17T06:20Z 15.3K followers, [----] engagements "31May'25 Portfolio Update Allocations $NVDA 22.1% $MELI 21.3% $AXON 16.8% $AMZN 13.1% $RDDT 11.9% $TSLA 8.4% $SNOW 2.6% $APP 1.0% cash 3.4% YTD +3.7% YTD hi +6.8% (17Jan) YTD lo -28.6% (4Apr) CAGR +33.5% (8.41 yrs; snce 1/1/17) changes this week: none" [X Link](https://x.com/GauchoRico/status/1929584421046309081) 2025-06-02T17:02Z 15.3K followers, [----] engagements "1Aug25 Allocations $NVDA 26.3% $RDDT 16.3% $MELI 15.5% $AXON 13.6% $AMZN 13.1% $APP 5.0% $SEZL 3.6% $ALAB 2.4% $SNOW 1.7% $GOOGL 0.9% cash 1.8% YTD +19.3% YTD hi +19.9% (31Jul) YTD lo -28.6% (4Apr) CAGR +35.0% (8.58 yrs; since 1/1/17) 1/4" [X Link](https://x.com/GauchoRico/status/1951393371815288953) 2025-08-01T21:23Z 15.3K followers, 13.6K engagements "8Aug25 Allocations $NVDA 22.8% $RDDT 18.0% $AXON 15.0% $MELI 14.9% $AMZN 13.5% $APP 6.9% $ALAB 3.2% $SNOW 1.6% $GOOGL 1.0% cash 3.3% YTD +28.1% YTD hi +29.2% (7Aug) YTD lo -28.6% (4Apr) CAGR +36.0% (8.60 yrs; since 1/1/17) Changes this week π 1/4" [X Link](https://x.com/GauchoRico/status/1954003821988073547) 2025-08-09T02:16Z 15.3K followers, 11.2K engagements "15Aug'25 Allocations $NVDA 22.1% $RDDT 19.3% $MELI 14.9% $AMZN 13.9% $AXON 13.2% $APP 8.0% $ALAB 3.3% $SNOW 1.6% $GOOGL 1.0% cash 2.8% YTD +30.2% YTD hi +30.2% (15Aug) YTD lo -28.6% (4Aug) CAGR +36.2% (8.62 yrs; since 1/1/17) changes this week π 1/3" [X Link](https://x.com/GauchoRico/status/1956601440254005563) 2025-08-16T06:18Z 15.3K followers, 17.9K engagements "22Aug25 Allocations $NVDA 22.3% $RDDT 17.5% $MELI 15.5% $AMZN 14.2% $AXON 13.7% $APP 9.4% $ALAB 3.2% $SNOW 1.6% $GOOGL 1.0% cash 1.7% YTD +27.1% YTD hi +30.7% (18Aug) YTD lo -28.6% (4Apr) CAGR +35.7% (8.64 yrs; since 1/1/17) Changes this weekπ 1/3" [X Link](https://x.com/GauchoRico/status/1959026468815569167) 2025-08-22T22:54Z 15.3K followers, 12.1K engagements "5Sep25 Allocations $RDDT 19.4% $NVDA 19.0% $MELI 15.4% $AXON 14.3% $AMZN 13.3% $APP 10.4% $ALAB 3.4% $SNOW 1.8% $GOOGL 1.2% cash 1.6% YTD +29.3% YTD hi +31.25% (28Aug) YTD lo -28.6% (4Apr) CAGR +35.8% (8.68 yrs; since 1/1/17) Changes this weekπ 1/4" [X Link](https://x.com/GauchoRico/status/1964108035296567772) 2025-09-05T23:27Z 15.3K followers, 15.3K engagements "12Sep25 Allocations $NVDA 19.4% $RDDT 17.8% $MELI 14.1% $AXON 14.0% $APP 11.7% $AMZN 9.9% $IREN 6.7% $ALAB 3.9% $GOOGL 1.1% cash 1.4% YTD +37.1% YTD hi +37.1% (12Sep) YTD lo -28.6% (4Apr) CAGR +36.6% (8.70 yrs; since 1/1/17) Changes this week π 1/3" [X Link](https://x.com/GauchoRico/status/1966620752452743475) 2025-09-12T21:51Z 15.3K followers, 12.9K engagements "26Sep'25 Allocations $NVDA 19.2% $RDDT 16.6% $MELI 14.7% $APP 13.3% $AXON 13.0% $AMZN 9.4% $IREN 8.1% $ALAB 3.3% $GOOGL 1.1% cash 1.3% YTD +39.35% YTD hi +44.37% (22Sep) YTD lo -28.6% (4Apr) CAGR +36.7% (8.74 yrs; since 1/1/17) No changes this week" [X Link](https://x.com/GauchoRico/status/1971713142658060569) 2025-09-26T23:07Z 15.3K followers, 13.6K engagements "3Oct'25 Allocations $NVDA 20.6% $RDDT 14.4% $APP 13.6% $AXON 13.2% $MELI 13.0% $IREN 9.9% $AMZN 9.4% $ALAB 3.4% $GOOGL 1.1% cash 1.3% YTD +38.5% YTD hi +44.4% (22Sep) YTD lo -28.6% (4Apr) CAGR +36.5% (8.76 yrs; since 1/1/17) No changes this week" [X Link](https://x.com/GauchoRico/status/1974223129305039115) 2025-10-03T21:20Z 15.3K followers, 10.8K engagements "24Oct25 Allocations $NVDA 20.1% $APP 16.7% $AXON 14.5% $RDDT 13.7% $MELI 12.8% $IREN 12.5% $AMZN 5.8% $ALAB 2.7% $GOOGL 1.2% cash 0.2% YTD +41.0% YTD hi +44.4% (22Sep) YTD lo -28.6% (4Apr) CAGR +36.5% (8.81 yrs; since 1/1/17) Changes this week: * added 0.2% IREN" [X Link](https://x.com/GauchoRico/status/1981838294150492595) 2025-10-24T21:40Z 15.3K followers, [----] engagements "7Nov'25 Allocations $NVDA 21.2% $APP 17.2% $RDDT 14.7% $MELI 13.9% $AXON 13.2% $IREN 12.8% $ALAB 5.6% $GOOGL 1.3% cash 0.4% YTD +36.9% YTD hi +48.7% (3Nov) YTD lo -28.6% (4Apr) CAGR +35.8% (8.85 yrs; since 1/1/17) Changes this week π 1/4" [X Link](https://x.com/GauchoRico/status/1987020413344620735) 2025-11-08T04:52Z 15.3K followers, 10.5K engagements "Changes this week: * Sold 0.9% AMZN for $249/sh to buy 0.85% AXON for $575/sh * Sold 2.9% APP at $597 to buy 2.8% APP Jun'27 $600Cs * Sold all AMZN (3.7%) for $240/sh to buy 1.1% MELI for $2108/sh and 2.6% ALAB for $153.52/sh * Removed 0.5% cash from portfolio 2/4" [X Link](https://x.com/GauchoRico/status/1987020414598742159) 2025-11-08T04:52Z 15.3K followers, [----] engagements "Changes this week: * Added 2.3% APP * Added 1.9% APP Jun'27 $600Cs * Trimmed 3.5% RDDT * Added 2.0% ALAB * Sold GOOGL 2/3" [X Link](https://x.com/GauchoRico/status/1989532936870502767) 2025-11-15T03:16Z 15.3K followers, [----] engagements "Long dated call options (8.5% of portfolio): * 4.7% APP Jun'27 $600Cs * 3.8% NVDA Jan'26 $125Cs and Dec'27 $170Cs 3/3" [X Link](https://x.com/GauchoRico/status/1989532938216599973) 2025-11-15T03:16Z 15.3K followers, [----] engagements "21Nov'25 Allocations $NVDA 22.6% $APP 20.7% $MELI 15.4% $AXON 13.8% $RDDT 12.9% $IREN 10.6% $ALAB 8.0% cash -4.0% (margin) YTD +17.8% YTD hi +48.7% (3Nov) YTD low -28.6% (4Apr) CAGR +33.4% (8.89 yrs; since 1/1/17) changes this week π 1/4" [X Link](https://x.com/GauchoRico/status/1992077423677173871) 2025-11-22T03:47Z 15.3K followers, 12.4K engagements "Changes this week: * Sold 1% MELI * Bought 1% MELI Jan'28 $2000Cs * Sold 2.1% NVDA at $185 * Bought 2.1% NVDA Dec'27 $185Cs * Bought 0.2% IREN via exercise of $25Cs * Removed 3.6% cash from Growth Stock Portfolio 2/4" [X Link](https://x.com/GauchoRico/status/1992077424956449111) 2025-11-22T03:47Z 15.3K followers, [----] engagements "Long-term call options (11.1% of portfolio) * 4.5% in APP Jun'27 $600Cs * 5.7% in NVDA calls: Jan'27 $125Cs Dec'27 $170Cs & Dec'27 $185Cs * 1.0% in MELI Jan'28 $2000Cs 3/4" [X Link](https://x.com/GauchoRico/status/1992077426223104065) 2025-11-22T03:47Z 15.3K followers, [----] engagements "5Dec'25 Growth Stock Allocations $APP 25.1% $NVDA 19.9% $RDDT 14.2% $MELI 14.1% $AXON 12.5% $IREN 9.7% $ALAB 7.9% cash -3.2% YTD +37.0% YTD hi +48.7% (3Nov) YTD lo -28.6% (4Apr) CAGR +35.5% (8.93 yrs; since 1/1/17) no changes this week 1/2" [X Link](https://x.com/GauchoRico/status/1997058728525541762) 2025-12-05T21:41Z 15.3K followers, [----] engagements "Growth Stock Portfolio 12Dec'25 Allocations $APP 25.4% $NVDA 19.5% $MELI 14.3% $RDDT 14.2% $AXON 13.4% $IREN 9.1% $ALAB 7.6% cash -3.3% (margin) YTD +31.2% YTD hi +48.7% (3Nov) YTD lo -28.6% (4Apr) CAGR +34.8% (8.95 yrs; since 1/1/17) Changes this week π 1/3" [X Link](https://x.com/GauchoRico/status/1999591064416715049) 2025-12-12T21:23Z 15.3K followers, 12.6K engagements "Long-dated call options (11.9% of portfolio): * 5.2% APP Jun'27 $600Cs * 0.9% MELI Jan'28 $2000Cs * 5.8% NVDA Jan'27 $125C and Dec'27 $170Cs and $185Cs 3/3" [X Link](https://x.com/GauchoRico/status/1999591067717632366) 2025-12-12T21:23Z 15.3K followers, [----] engagements "Growth Stock Portfolio 19Dec25 Allocations $APP 26.3% $NVDA 19.3% $RDDT 14.1% $MELI 13.5% $AXON 13.6% $IREN 8.6% $ALAB 8.0% cash -3.1% (margin) YTD +37.7% YTD hi +48.7% (3Nov) YTD lo -28.6% (4Apr) CAGR +35.4% (8.97 yrs; since 1/1/17) 1/3" [X Link](https://x.com/GauchoRico/status/2002135239645409660) 2025-12-19T21:53Z 15.3K followers, [----] engagements "Changes this week * sold 1% APP Jun27 $600Cs * bought 1% APP shares 2/3" [X Link](https://x.com/GauchoRico/status/2002135241436320145) 2025-12-19T21:53Z 15.3K followers, [----] engagements "Changers this week: * Sold 0.5% NVDA Dec'27 $170Cs 2/4" [X Link](https://x.com/GauchoRico/status/2004727881738682534) 2025-12-27T01:35Z 15.3K followers, [---] engagements "2Jan'26 Allocations $APP 22.5% $NVDA 20.5% $RDDT 14.9% $MELI 13.6% $AXON 13.1% $IREN 9.4% $ALAB 8.9% cash -2.7% (on margin) YTD +0.1% YTD hi +0.1% YTD lo +0.1% CAGR +34.9% (9.01 yrs; since 1/1/17) changes last week (only 2Jan) π 1/3" [X Link](https://x.com/GauchoRico/status/2008049257593647341) 2026-01-05T05:33Z 15.3K followers, [----] engagements "Changes this week: * sold 1.1% APP shares * bought 1.1% APP Jun'27 $600Cs 2/3" [X Link](https://x.com/GauchoRico/status/2008049258898092346) 2026-01-05T05:33Z 15.3K followers, [----] engagements "Long-term call options (11.5% if portfolio): APP (4.6%): Jun'27 $600Cs MELI (0.8%): Jan'28 $2000Cs NVDA (6.1%): Jan'27 $125Cs; Dec'27 $170Cs & $185Cs 3/3" [X Link](https://x.com/GauchoRico/status/2008049260080869456) 2026-01-05T05:33Z 15.3K followers, [----] engagements "Growth Stock Portfolio 9Jan'26 Allocations $APP 22.8% $NVDA 20.1% $MELI 14.6% $AXON 14.1% $RDDT 13.5% $IREN 9.7% $ALAB 7.8% cash -2.5% (on margin) YTD +3.88% YTD hi +3.88% (9Jan) YTD lo +0.10% (2Jan) CAGR +35.4% (9.02 yrs; since 1/1/17) changes this week π 1/4" [X Link](https://x.com/GauchoRico/status/2009841296576524602) 2026-01-10T04:14Z 15.3K followers, [----] engagements "Changes this week: * Sold all MELI LEAPS to buy MELI shares * Sold 1% APP shares to buy more APP Jun'27 $600Cs when APP at $600 * Sold 1% RDDT shares for $258/sh * Bought 1% NVDA shares for $190/sh 2/4" [X Link](https://x.com/GauchoRico/status/2009841297906094200) 2026-01-10T04:14Z 15.3K followers, [----] engagements "Long-term call options (11.3% of portfolio): APP Jun2027 $600Cs (5.8%) NVDA Jan2027 $125Cs Dec2027 $170Cs and $185Cs (5.5%) 3/4" [X Link](https://x.com/GauchoRico/status/2009841335508054522) 2026-01-10T04:14Z 15.3K followers, [----] engagements "Changes this week * added 1% to APP Jun'27 $600Cs 2/2" [X Link](https://x.com/GauchoRico/status/2012407428122308799) 2026-01-17T06:11Z 15.3K followers, [----] engagements "@firebombom I bought [--] Singapore REITs. I'll explain my criteria and choices for choosing these (A17U A7RU C38U CY6U and K71U) in my first Fixed-Income Portfolio update (probably in July). I wanted to move some assets away from the USD and away from exposure to the US market" [X Link](https://x.com/GauchoRico/status/1929590675898524004) 2025-06-02T17:27Z 15.3K followers, [---] engagements "Upcoming earnings: IREN: 5Feb RDDT 5Feb ALAB 10Feb APP 11Feb MELI 24Feb AXON 24Feb (est) NVDA 25Feb NVDA GTC 16-19Mar 4/4" [X Link](https://x.com/GauchoRico/status/2014813020644585798) 2026-01-23T21:30Z 15.3K followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@GauchoRico GauchoRicoGauchoRico posts on X about $nvda, $axon, $meli, nvda the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Social category influence stocks 64.36% technology brands 58.42% automotive brands 33.66% social networks 31.68% cryptocurrencies 25.74% finance 11.88% countries 1.98% currencies 0.99%
Social topic influence $nvda #283, $axon #5, $meli #9, nvda #63, $rddt #17, $tsla 31.68%, $app #19, $aspn 25.74%, $amzn 24.75%, $alab #7
Top accounts mentioned or mentioned by @elanguepin @gabgrowth @gauchoric0 @firebombom @benmartin661251 @chesir3cat @sunnym80 @anthonytassone_ @danielchiang17
Top assets mentioned NVIDIA Corp. (NVDA) Axon Enterprise, Inc. (AXON) MercadoLibre Inc (MELI) Reddit, Inc. (RDDT) Tesla, Inc. (TSLA) AppLovin Corporation (APP) Aspen Aerogels, Inc. (ASPN) Amazon.com, Inc. (AMZN) Astera Labs, Inc. (ALAB) Snowflake Inc. (SNOW) Iris Energy Limited (IREN) Trade Desk, Inc. (TTD) TransMedics Group, Inc. Common Stock (TMDX) The Root Network (ROOT) aelf (ELF) Alphabet Inc Class A (GOOGL) Crowdstrike Holdings Inc (CRWD) Celsius Holdings, Inc. Common Stock (CELH) Borr Drilling Limited (BORR) Helium IOT (IOT) Metadium (META) Microsoft Corp. (MSFT) Sezzle Inc. Common Stock (SEZL)
Top posts by engagements in the last [--] hours
"$APP has been getting hammered and this has dropped from the portfolios largest holding to the 2nd largest. Is the drop warranted Is someone going to eat APPs lunch. Im skeptical about that. Money laundering allegations seem bogus to me. Earnings next week. Lets wait for it"
X Link 2026-02-05T17:13Z 15.3K followers, [----] engagements
"Long-term call options (6.5% of portfolio): 3.4% allocation in NVDA Jan'27 $125Cs and Dec'27 $170Cs 3.1% allocation in APP Jun'27 $600Cs 3/4"
X Link 2025-11-08T04:52Z 15.3K followers, [----] engagements
"14Nov'25 Allocations $NVDA 22.2% $APP 20.3% $MELI 14.7% $AXON 13.2% $RDDT 12.3% $IREN 10.3% $ALAB 7.4% cash -0.1% YTD +26.0% YTD hi +48.7% (3Nov) YTD lo -28.6% (4Apr) CAGR +34.5% (8.87 yrs; since 1/1/17) changes this week π 1/3"
X Link 2025-11-15T03:16Z 15.3K followers, [----] engagements
"Long-term call options (13.7% of portfolio): 6.6% APP: Jun'27 $600Cs 1% MELI: Jan'28 $2000Cs 6.2% NVDA: Jan'27 $125Cs Dec'27 $170Cs $185Cs 2/2"
X Link 2025-12-05T21:41Z 15.3K followers, [----] engagements
"Changes this week: * Sold 20% of APP Jun'27 $600Cs * Bought APP shares for $711 with proceeds 2/3"
X Link 2025-12-12T21:23Z 15.3K followers, [----] engagements
"Long-term call options (11.4% of portfolio): * 4.7% APP Jun27 $600Cs * 5.8% NVDA Jan27 $125Cs Dec27 $170Cs Dec27 &185Cs * 0.9% MELI Jan28 $2000Cs 3/3"
X Link 2025-12-19T21:53Z 15.3K followers, [----] engagements
"Long-term call options (11.4% of portfolio): * APP Jun'27 $600Cs (4.5%) * MELI Jan'28 $2000Cs (0.9%) * NVDA Jan'27 $125Cs Dec'27 $170Cs and $185Cs (6.0%) 3/4"
X Link 2025-12-27T01:35Z 15.3K followers, [----] engagements
"16Jan'26 Growth Stock Portfolio Allocations $APP 20.6% $NVDA 20.5% $AXON 14.3% $MELI 14.0% $RDDT 12.9% $IREN 12.3% $ALAB 8.8% cash -3.5% YTD +2.8% YTD hi +7.8% (13Jan) YTD lo +0.1% (2Jan) CAGR +35.2% (9.04 yrs; since 1/1/17)"
X Link 2026-01-18T01:17Z 15.3K followers, [----] engagements
"Changes this week: * sold 1.7% APP * bought 1.7% APP Jan'28 $510Cs * sold 0.3% IREN 2/4"
X Link 2026-01-23T21:30Z 15.3K followers, [----] engagements
"@elanguepin See this: https://gauchorico.com/using-leaps-for-growth-stocks/ https://gauchorico.com/using-leaps-for-growth-stocks/"
X Link 2026-02-05T23:22Z 15.3K followers, [---] engagements
"@GabGrowth Read this: https://gauchorico.com/2025-06-30-fixed-income-portfolio-update/ https://gauchorico.com/2025-06-30-fixed-income-portfolio-update/"
X Link 2026-02-06T00:12Z 15.3K followers, [---] engagements
"Changes this week: *sold 2.6% AXON to buy 2.6% AXON Jan28 $440Cs *sold 2.7% APP to buy 2.7% APP Jan28 $460Cs * sold 3.2% RDDT (before earnings) to buy 2.4% AXON and 0.8% APP * permanently removed 2.1% from the portfolio (added to margin) 2/5"
X Link 2026-02-06T22:08Z 15.3K followers, [----] engagements
"Long-term call options (16.8% of portfolio) * APP (7.1%): Jun27 $600Cs Jan28 $460Cs and $510Cs * NVDA (7.1%): Dec27 $170Cs and $185Cs Jan28 $190Cs * AXON (2.6%): Jan28 $440Cs 3/5"
X Link 2026-02-06T22:08Z 15.3K followers, [----] engagements
"Growth Stock Portfolio Returns 2025: +34.7% 2024: +82.7% 2023: +33.9% 2022: -71.4% 2021: +27.7% 2020: +245.6% 2019: +41.8% 2018: +55.9% 2017: +61.6% [--] years & +34.9% CAGR (S&P [---] +15.1%). [----] is 10th year of tracking. 1/3 https://gauchorico.com/2025-12-31-portfolio-update/ https://gauchorico.com/2025-12-31-portfolio-update/"
X Link 2026-01-01T03:03Z 15.3K followers, 26K engagements
"Changes this week: * sold 1% AXON to buy 1% RDDT * sold 0.9% APP to buy 0.9% RDDT * sold 1.3% NVDA to buy 1.3% APP Jan28 $390Cs 2/4"
X Link 2026-02-14T04:51Z 15.3K followers, [----] engagements
"23Jan Allocations Growth Stock Portfolio $NVDA 21.5% $APP 19.2% $MELI 14.9% $AXON 14.3% $RDDT 12.7% $IREN 12.2% $ALAB 8.5% cash -3.5% (margin) YTD -0.6% YTD hi +7.8% (13Jan) YTD lo -2.4% (21Jan) CAGR +34.6% (9.06 yrs; since 1/1/17) changes π 1/4"
X Link 2026-01-23T21:30Z 15.3K followers, [----] engagements
"Long-term call options (12.5% of portfolio): * APP (6.6%): Jun27 $600Cs; Jan'28 $510Cs * NVDA (6.0%): Jan'27 $125Cs; Dec'27 $170Cs; Dec'27 $185Cs 3/4"
X Link 2026-01-23T21:30Z 15.3K followers, [----] engagements
"30Jan26 GrowthStockPortfolio Allocations $NVDA 23.8% $APP 17.4% $MELI 16.4% $IREN 12.7% $AXON 12.3% $RDDT 11.4% $ALAB 9.5% cash -3.2% (on margin) YTD -9.25% YTD hi +7.8% (13Jan) YTD lo -9.25% (30Jan) CAGR +33.1% (9.09 yrs; since 1/1/17) 1/3"
X Link 2026-01-31T11:03Z 15.3K followers, [----] engagements
"Changes this week: * Sell 1% APP for $550/sh *Buy 1% ALAB for $55/sh *Sold 0.9% APP for $500/sh *Buy 0.9% APP Jan28 $510Cs * Sell all NVDA Jan27 $125Cs to buy NVDA Jan28 $190Cs 2/3"
X Link 2026-01-31T11:03Z 15.3K followers, [----] engagements
"Long-term call options (13.1% of portfolio): * APP (6.6%): Jun2027 $600Cs and Jan2028 $510Cs * NVDA (6.5%): Dec2027 $170Cs and $185Cs and Jan2028 $190Cs 3/3"
X Link 2026-01-31T11:03Z 15.3K followers, [----] engagements
"This sell off has been fast and brutal so far. Growth stocks are the only assets being sold off but they are taking more than their share of pain. Big drawdowns in the range of -35% are fairly common in concentrated growth stock portfolios. Will this be a regular -35% or"
X Link 2026-02-05T16:59Z 15.3K followers, [----] engagements
"a more rare large drawdown. No one can know but Id guess it will turn out to be the former. Stay invested in quality fast growing companies. Heres something I wrote about [---] years ago: https://gauchorico.com/big-drops/ https://gauchorico.com/big-drops/"
X Link 2026-02-05T16:59Z 15.3K followers, [----] engagements
"Earnings season for the portfolio starts today with $RDDT and $IREN and then ends with $NVDA on 25Feb. Lets see how it goes. $META $MSFT $GOOG all are forecasting massive amount and growth in CapEx spending. Certainly positive for NVDA largest position in portfolio"
X Link 2026-02-05T17:10Z 15.3K followers, [----] engagements
"$RDDT joined the selloff. When everything is down I sometimes shift some stuff around and further consolidate the portfolio. Im less confident in RDDTs growth durability than my other stocks. Sold some this week to add to $APP and $AXON"
X Link 2026-02-05T17:20Z 15.3K followers, [----] engagements
"Outside the growth stock portfolio I established a Fixed-Income Portfolio. It provides regular income for my living expenses. Singapore REITs are up YTD provide dividends and are raising dividends. Munis and BDCs are delivering monthly income and arent impacted by this selloff"
X Link 2026-02-05T17:23Z 15.3K followers, [----] engagements
"$RDDT earnings Great Q w/ 70% y/y revenue growth; all looks good with no sign of slowdown $IREN earnings Overall on-track in environment where compute/energy is constrained and in high demand; secured 1.6GW additional power 4/5"
X Link 2026-02-06T22:08Z 15.3K followers, [----] engagements
"Next week we get $ALAB earnings on 10Feb and $APP earnings on 11Feb 5/5"
X Link 2026-02-06T22:08Z 15.3K followers, [----] engagements
"Growth Stock Portfolio 13Feb26 Allocations $NVDA 25.4% $MELI 18.2% $APP 16.9% $AXON 14.5% $IREN 11.9% $ALAB 9.8% $RDDT 9.5% cash -6.2% YTD -22.35% YTD hi +7.8% (13Jan) YTD lo -25.1% (5Feb) CAGR +30.7% (9.12 yrs; since 1/1/17) Changes this week π 1/4"
X Link 2026-02-14T04:51Z 15.3K followers, [----] engagements
"Long term call options (18.7% of portfolio): APP (8.8%): Jun27 $600Cs Jan28 $390Cs $460Cs $510Cs AXON (2.8%): Jan28 $440Cs NVDA (7.0%): Dec27 $170Cs Jan28 $185Cs $190Cs 3/4"
X Link 2026-02-14T04:52Z 15.3K followers, [----] engagements
"16Jan'26 Growth Stock Portfolio Allocations $APP 20.6% $NVDA 20.5% $AXON 14.3% $MELI 14.0% $RDDT 12.9% $IREN 12.3% $APP 8.8% cash -3.5% YTD +2.8% YTD hi +7.8% (13Jan) YTD lo +0.1% (2Jan) CAGR +35.2% (9.04 yrs; since 1/1/17) changes π 1/2"
X Link 2026-01-17T06:11Z 15.3K followers, [----] engagements
"Growth Stock Portfolio 6Feb26 Allocations $NVDA 26.6% $MELI 17.5% $APP 16.2% $AXON 14.6% $ALAB 12.5% $IREN 11.5% $RDDT 7.3% cash -6.1% (margin) YTD -20.27% YTD hi +7.80% (13Jan) YTD lo -25.07% (5Feb) CAGR +31.2% (9.10 yrs; since 1/1/17) 1/5"
X Link 2026-02-06T22:08Z 15.3K followers, 10.1K engagements
"$AXON down more than 50% from ATH. Has SaaS revenue but it is so dominant and has many growth vector. Disruptable No way. Are law enforcement officers going to be replaced by AI agents Huh Dont see how Ive been adding to AXON and switched my cost basis shares into LEAPS"
X Link 2026-02-05T17:17Z 15.3K followers, 19.9K engagements
"Earnings: ALAB: good result good guidance on-track APP: great result great guidance need GA of Axon in H1; fears about disruption and competition; largely leveraged position with LEAPS AXON MELI on 24Feb NVDA on 25Feb 4/4"
X Link 2026-02-14T04:52Z 15.3K followers, [----] engagements
"10May24 Allocations $MELI 12.3% $AXON 12.0% $NVDA 11.9% $ELF 10.9% $TMDX 10.0% $SNOW 6.8% $ASPN 5.6% $IOT 5.2% $CRWD 5.2% $TTD 4.9% $CELH 4.9% $TSLA 4.8% cash 5.8% YTD +30.5% YTD hi +32.6% (6May) YTD lo -3.8% (3Jan) CAGR +32.4% (7.35 yrs; since 1/1/17)"
X Link 2024-05-10T20:50Z 15.3K followers, 15.8K engagements
"24May'24 Allocations $NVDA 15.1% $AXON 13.5% $MELI 11.8% $ELF 10.5% $TMDX 10.4% $ASPN 6.0% $TSLA 5.6% $CRWD 5.2% $CELH 5.1% $TTD 5.0% $SNOW 4.8% cash 7.3% YTD +42.0% YTD hi +42.0% (24May) YTD lo -3.8% (3Jan) CAGR +33.7% (7.39 yrs; since 1/1/17)"
X Link 2024-05-24T20:57Z 15.3K followers, 15.8K engagements
"7Jun'24 Allocations $NVDA 17.2% $AXON 13.5% $MELI 11.3% $TMDX 10.4% $ELF 9.9% $CELH 6.3% $ASPN 6.2% $TSLA 5.5% $CRWD 5.2% $TTD 5.0% $SNOW 2.7% cash 6.7% YTD +39.4% YTD hi +42.9% (28May) YTD lo -3.8% (3Jan) CAGR +33.2% (7.43 yrs; since 1/1/17)"
X Link 2024-06-08T16:11Z 15.3K followers, 12K engagements
"14Jun'24 Allocations $NVDA 18.6% $AXON 14.6% $MELI 14.0% $ELF 11.2% $TMDX 11.2% $TSLA 8.0% $ASPN 6.5% $CRWD 5.4% $TTD 5.3% cash 5.5% YTD +42.8% YTD hi +43.9% (13Jun) YTD lo -3.8% (3Jan) CAGR +33.5% (7.45 yrs; since 1/1/17) changes π"
X Link 2024-06-14T23:28Z 15.3K followers, 15.6K engagements
"21Jun'24 Allocations $NVDA 18.1% $AXON 15.2% $MELI 14.7% $TMDX 11.0% $ELF 9.9% $TSLA 8.4% $ASPN 5.9% $TTD 5.5% $CRWD 5.4% cash 6.4% YTD: +41.4% YTD hi: +46.6% (18Jun) YTD lo: -3.8% (3Jan) CAGR: +33.2% (7.47 yrs; since 1/1/17) changesπ"
X Link 2024-06-21T22:59Z 15.3K followers, 16.6K engagements
"28Jun24 Allocations $NVDA 17.3% $AXON 15.1% $MELI 14.8% $TMDX 11.7% $ELF 9.9% $TSLA 9.3% $ASPN 5.4% $TTD 5.4% $CRWD 5.3% cash 6.3% YTD +44.2% YTD hi +46.6% (18Jun) YTD lo -3.8% (3Jan) CAGR +33.5% (7.49 yrs; since 1/1/17) no portfolio changes this week"
X Link 2024-06-29T00:34Z 15.3K followers, 12.6K engagements
"5Jul'24 Allocations $NVDA 16.9% $AXON 14.6% $MELI 14.3% $TSLA 12.6% $TMDX 11.3% $ELF 9.0% $TTD 5.3% $ASPN 5.2% $CRWD 5.1% cash 6.1% YTD: +50.8% YTD hi: 50.8% (5Jul) YTD lo: -3.8% (3Jan) CAGR: +34.1% (7.51 yrs; since 1/1/17) no allocation changes this week"
X Link 2024-07-06T02:07Z 15.3K followers, 18.4K engagements
"12Jul'24 Allocations $NVDA 16.6% $MELI 14.8% $AXON 14.4% $TSLA 12.4% $TMDX 11.7% $ELF 9.0% $ASPN 6.0% $TTD 5.3% $CRWD 4.9% cash 5.4% YTD +52.7% YTD hi +53.8% (9Jul) YTD lo -3.8% (3Jan) CAGR +34.3% (7.53 yrs; since 1/1/17) changesπ"
X Link 2024-07-12T20:52Z 15.3K followers, 12.7K engagements
"19Jul'24 Allocations $NVDA 16.5% $AXON 15.5% $MELI 14.6% $TSLA 12.4% $TMDX 11.6% $ELF 10.6% $ASPN 5.4% $TTD 5.4% $CRWD 5.3% cash 3.7% YTD +44.7% YTD hi +54.2% (16Jul) YTD lo -3.8% (3Jan) CAGR +33.2% (7.55 yrs; since 1/1/17) changes this week π"
X Link 2024-07-20T05:45Z 15.3K followers, 17.8K engagements
"26Jul'24 Allocations $NVDA 18.6% $AXON 16.2% $MELI 15.2% $TSLA 14.7% $TMDX 11.5% $ELF 10.8% $TTD 5.4% $ASPN 5.1% cash 3.2% YTD +39.0% YTD hi +54.2% (16Jul) YTD lo -3.8% (3Jan) CAGR +32.4% (7.57 yrs; since 1/1/17) changes this week π"
X Link 2024-07-27T06:34Z 15.3K followers, 10.4K engagements
"9Aug'24 Allocations $NVDA 18.5% $AXON 18.3% $MELI 16.7% $TSLA 16.6% $TMDX 12.8% $ASPN 7.9% $TTD 5.5% cash 3.9% YTD +45.1% YTD hi +54.2% (16Jul) YTD low -3.8% (3Jan) CAGR +33.0% (7.61 yrs; since 1/1/17) changes this week π"
X Link 2024-08-09T20:47Z 15.3K followers, 17.3K engagements
"16Aug'24 Allocations $NVDA 19.2% $AXON 17.2% $TSLA 17.0% $MELI 16.1% $TMDX 12.3% $ASPN 10.2% $TTD 5.2% cash 2.6% YTD +62.2% YTD hi +62.2% (16Aug) YTD lo -3.8% (3Jan) CAGR +34.8% (7.62 yrs; since 1/1/17) changes π"
X Link 2024-08-16T23:31Z 15.3K followers, 17.7K engagements
"23Aug'24 Allocations NVDA 18.4% TSLA 16.9% AXON 16.8% MELI 16.0% TMDX 12.5% ASPN 9.5% TTD 5.3% cash 4.8% YTD +65.6% YTD hi +66.7% (19Aug) YTD lo -3.8% (3Jan) CAGR: + 35.1% (7.64 yrs; since 1/1/17) changes π"
X Link 2024-08-24T00:53Z 15.3K followers, 14K engagements
"30Aug'24 Allocations $TSLA 18.0% $AXON 17.3% $MELI 17.3% $NVDA 16.7% $TMDX 12.5% $ASPN 10.3% $TTD 5.5% cash 2.3% YTD +60.4% YTD hi: +66.7% (19Aug) YTD lo: -3.8% (3Jan) CAGR: +34.4% (7.66 yrs; since 1/1/17) full portfolio update out this weekend changes π"
X Link 2024-08-30T20:59Z 15.3K followers, 16.5K engagements
"27Sep'24 Allocations $TSLA 20.4% $NVDA 19.6% $AXON 17.5% $MELI 16.2% $TMDX 11.1% $ASPN 6.8% $TTD 5.4% $ROOT 1.4% cash 2.1% YTD +71.5% YTD hi +71.5% (27Sep) YTD lo -3.8% (3Jan) CAGR +35.2% (7.74 yrs; since 1/1/17) changes this week π"
X Link 2024-09-27T21:04Z 15.3K followers, 15.4K engagements
"4Oct'24 Allocations NVDA 20.6% TSLA 19.7% AXON 19.0% MELI 15.6% TMDX 9.8% ASPN 6.5% TTD 5.7% ROOT 1.5% cash 2.1% YTD +68.8% YTD hi +71.5% (27Sep) YTD lo -3.8% (3Jan) CAGR +34.8% (7.76 years; since 1/1/17) no changes this week"
X Link 2024-10-04T20:31Z 15.3K followers, 13.7K engagements
"18Oct'24 Allocations $NVDA 24.3% $MELI 17.7% $AXON 17.7% $TSLA 14.7% $TMDX 11.6% $ASPN 7.8% $TTD 6.4% cash 0.6% YTD +67.5% YTD hi +71.5% (27Sep) YTD lo -3.8% (3Jan) CAGR +34.5% (7.80 yrs; since 1/1/17) changes this week π"
X Link 2024-10-18T20:42Z 15.3K followers, 14.1K engagements
"25Oct'24 Allocations $NVDA 25.2% $AXON 17.9% $MELI 17.5% $TSLA 14.7% $TMDX 11.5% $ASPN 6.8% $TTD 6.4% $ROOT 0.7% cash 0.3% YTD +72.6% YTD hi +72.6% (25Oct) YTD lo -3.8% CAGR +34.9% (7.82 yrs; since 1/1/17) changes this week π 1/3"
X Link 2024-10-25T20:41Z 15.3K followers, 14K engagements
"1Nov'24 Allocations $NVDA 25.6% $MELI 18.9% $AXON 18.6% $TSLA 14.3% $TTD 6.9% $ASPN 6.9% $AMZN 4.4% $ROOT 1.2% cash 4.2% YTD +59.7% YTD hi +72.6% (25Oct) YTD lo -3.8% (3Jan) CAGR +33.5% (7.84 yrs; since 1/1/17) changes π 1/5"
X Link 2024-11-01T22:15Z 15.3K followers, 17K engagements
"8Nov'24 Allocations $NVDA 23.7% $TSLA 18.2% $MELI 15.9% $AXON 15.7% $AMZN 9.1% $ASPN 5.6% $ROOT 2.3% $APP 1.1% cash 9.1% YTD +82.9% YTD hi +82.9% (8Nov) YTD lo -3.8% (3Jan) CAGR +35.7% (7.85 yrs; since 1/1/17) S&P500(TR) +27.2% YTD changes π"
X Link 2024-11-09T06:59Z 15.3K followers, 19.7K engagements
"15Nov24 Allocations $NVDA 23.1% $TSLA 18.6% $MELI 17.2% $AXON 15.4% $AMZN 9.1% $ASPN 4.8% $ROOT 2.6% $APP 1.2% cash 8.7% YTD +79.25% YTD hi +88.7% (11Nov) YTD lo -3.8% (3Jan) CAGR +35.3% (7.87 yrs; since 1/1/17) changes π"
X Link 2024-11-16T15:10Z 15.3K followers, 18.5K engagements
"22Nov'24 Allocations $NVDA 21.9% $TSLA 20.2% $MELI 17.6% $AXON 12.6% $AMZN 9.6% $ASPN 4.6% $ROOT 3.6% $SNOW 1.9% $APP 1.3% cash 7.9% YTD +89.3% YTD hi +89.3% (22Nov) YTD lo -3.8% (3Jan) CAGR +36.1% (7.89 yrs; since 1/1/17) changes π"
X Link 2024-11-22T23:57Z 15.3K followers, 18.9K engagements
"29Nov24 Allocations $NVDA 21.3% $TSLA 19.6% $MELI 17.7% $AXON 11.9% $AMZN 10.2% $ASPN 7.0% $ROOT 4.5% $SNOW 2.0% cash 6.9% YTD +87.2% YTD hi +89.3% (22Nov) YTD lo -3.8% (3Jan) CAGR +35.8% (7.91 yrs; since 1/1/17) changes this week π"
X Link 2024-11-30T00:30Z 15.3K followers, 18.2K engagements
"6Dec'24 Allocations $TSLA 24.5% $NVDA 20.9% $MELI 16.5% $AXON 11.0% $AMZN 10.6% $ASPN 5.8% $ROOT 4.8% $SNOW 2.0% cash 4.6% YTD +97.4% YTD hi +97.4% (6Dec) YTD lo -3.8% (3Jan) CAGR +36.6% (7.93 yrs; since 1/1/17) changes π"
X Link 2024-12-06T22:49Z 15.3K followers, 13.5K engagements
"13Dec'24 Allocations $TSLA 28.1% $NVDA 19.9% $MELI 15.7% $AMZN 10.8% $AXON 10.4% $ASPN 6.1% $ROOT 4.6% $SNOW 1.8% cash 3.4% YTD +96.4% YTD hi +99.1% (11Dec) YTD lo -3.8% (3Jan) CAGR +36.4% (7.95 yrs; since 1/1/17) changes this week π"
X Link 2024-12-13T21:48Z 15.3K followers, 14.4K engagements
"27Dec24 Allocations $TSLA 28.7% $NVDA 17.7% $MELI 17.0% $AMZN 11.1% $AXON 10.4% $ASPN 6.1% $ROOT 5.1% $SNOW 1.8% cash 3.1% YTD +91.1% YTD hi +102.0% (17Dec) YTD lo -3.8% (3Jan) CAGR +35.8% (7.99 yrs; since 1/1/17) No changes this week"
X Link 2024-12-28T01:45Z 15.3K followers, 12.4K engagements
"The end of [----] marks [--] years of portfolio management and tracking: [--] year CAGR was 34.9% versus 14.8% for the S&P [---] (total return with dividends included). GauchoRico's [----] year-end results and allocations: https://gauchorico.com/2024-12-31-portfolio-update/ https://gauchorico.com/2024-12-31-portfolio-update/"
X Link 2025-01-02T02:42Z 15.3K followers, [----] engagements
"3Jan25 Allocations $TSLA 25.3% $NVDA 18.8% $MELI 18.6% $AMZN 11.3% $AXON 10.4% $ASPN 6.2% $ROOT 5.3% $SNOW 1.9% cash 3.2% YTD +3.6% YTD hi +3.6% (3Jan) YTD lo -0.5% (2Jan) CAGR +35.5% (8.01 yrs; since 1/1/17) No changes this week"
X Link 2025-01-04T00:26Z 15.3K followers, [----] engagements
"Seems obvious to me that any efficiency breakthrough is a positive (neutral at worst) for $NVDA GPU demand. Today I sold shares to buy [----] call options and then added more [----] calls ($120 and $125 strikes). Those are 3% allocation of portfolio"
X Link 2025-01-27T22:00Z 15.3K followers, 11K engagements
"7Feb25 Allocations $TSLA 22.0% $MELI 20.1% $NVDA 20.1% $AXON 11.6% $AMZN 11.4% $ROOT 6.0% $ASPN 5.2% $SNOW 2.1% $BORR 1.0% cash 0.9% YTD +4.4% YTD hi +6.8% (17Jan) YTD lo -0.5% (2Jan) CAGR +35.1% (8.10 yrs; since 1/1/17) changes this week π"
X Link 2025-02-08T03:08Z 15.3K followers, 13.2K engagements
"I provide my opinions and share my investing journey at no charge. I run my blog at no charge: I never ask for compensation and I offer no paid services. I noticed that some accounts are impersonating my account. For example @gauchoric0 Dont get scammed http://www.gauchorico.com http://www.gauchorico.com"
X Link 2025-02-19T05:40Z 15.3K followers, [----] engagements
"21Feb'25 Allocations $NVDA 22.6% $TSLA 21.7% $MELI 21.5% $AMZN 11.8% $AXON 11.3% $ROOT 4.9% $SNOW 2.2% $RDDT 1.4% $BORR 1.0% cash 2.5% YTD -1.5% YTD hi +6.8% (17Jan) YTD lo -1.5% (21Feb) CAGR +34.0% (8.14 yrs; since 1/1/17) changes this week π"
X Link 2025-02-22T02:45Z 15.3K followers, 10.3K engagements
"28Feb'25 Allocations $NVDA 21.5% $MELI 21.2% $TSLA 19.5% $AXON 13.3% $AMZN 12.2% $ROOT 5.1% $RDDT 2.4% $SNOW 2.3% $BORR 0.9% cash 2.2% YTD -6.5% YTD hi +6.8% (17Jan) YTD lo -9.2% (27Feb) CAGR +33.1% (8.16 yrs; since 1/1/17) changes this week π"
X Link 2025-03-01T23:35Z 15.3K followers, 10.2K engagements
"7Mar'25 Allocations $NVDA 22.6% $MELI 20.6% $AXON 16.0% $AMZN 13.9% $RDDT 8.1% $TSLA 7.4% $ROOT 5.7% $SNOW 2.4% cash 5.5% YTD -15.4% YTD hi +6.8% (17Jan) YTD lo -15.4% (7Mar) CAGR +31.3% (8.18 yrs; since 1/1/17) changes this week π"
X Link 2025-03-08T00:30Z 15.3K followers, 15.3K engagements
"28Mar'25 Allocations $NVDA 22.1% $MELI 21.6% $AXON 15.6% $AMZN 14.8% $RDDT 8.8% $TSLA 6.3% $ROOT 4.3% $SNOW 2.3% $IOT 1.1% cash 4.6% YTD: -17.0% YTD hi: +6.8% (17Jan) YTD lo: -22.4% (10Mar) CAGR: +30.8% (8.24 yrs; since 1/1/17) changes this week π"
X Link 2025-03-29T01:04Z 15.3K followers, 12.5K engagements
"16May25 Allocations $NVDA 23.2% $MELI 21.5% $AXON 16.4% $AMZN 13.1% $RDDT 9.3% $TSLA 8.7% $SNOW 2.3% $APP 0.9% cash 5.6% YTD +3.6% YTD hi +6.8% (17Jan) YTD low -28.6% (4Apr) CAGR +33.7% (8.37 yrs; since 1/1/17) changes this week π"
X Link 2025-05-17T06:20Z 15.3K followers, [----] engagements
"31May'25 Portfolio Update Allocations $NVDA 22.1% $MELI 21.3% $AXON 16.8% $AMZN 13.1% $RDDT 11.9% $TSLA 8.4% $SNOW 2.6% $APP 1.0% cash 3.4% YTD +3.7% YTD hi +6.8% (17Jan) YTD lo -28.6% (4Apr) CAGR +33.5% (8.41 yrs; snce 1/1/17) changes this week: none"
X Link 2025-06-02T17:02Z 15.3K followers, [----] engagements
"1Aug25 Allocations $NVDA 26.3% $RDDT 16.3% $MELI 15.5% $AXON 13.6% $AMZN 13.1% $APP 5.0% $SEZL 3.6% $ALAB 2.4% $SNOW 1.7% $GOOGL 0.9% cash 1.8% YTD +19.3% YTD hi +19.9% (31Jul) YTD lo -28.6% (4Apr) CAGR +35.0% (8.58 yrs; since 1/1/17) 1/4"
X Link 2025-08-01T21:23Z 15.3K followers, 13.6K engagements
"8Aug25 Allocations $NVDA 22.8% $RDDT 18.0% $AXON 15.0% $MELI 14.9% $AMZN 13.5% $APP 6.9% $ALAB 3.2% $SNOW 1.6% $GOOGL 1.0% cash 3.3% YTD +28.1% YTD hi +29.2% (7Aug) YTD lo -28.6% (4Apr) CAGR +36.0% (8.60 yrs; since 1/1/17) Changes this week π 1/4"
X Link 2025-08-09T02:16Z 15.3K followers, 11.2K engagements
"15Aug'25 Allocations $NVDA 22.1% $RDDT 19.3% $MELI 14.9% $AMZN 13.9% $AXON 13.2% $APP 8.0% $ALAB 3.3% $SNOW 1.6% $GOOGL 1.0% cash 2.8% YTD +30.2% YTD hi +30.2% (15Aug) YTD lo -28.6% (4Aug) CAGR +36.2% (8.62 yrs; since 1/1/17) changes this week π 1/3"
X Link 2025-08-16T06:18Z 15.3K followers, 17.9K engagements
"22Aug25 Allocations $NVDA 22.3% $RDDT 17.5% $MELI 15.5% $AMZN 14.2% $AXON 13.7% $APP 9.4% $ALAB 3.2% $SNOW 1.6% $GOOGL 1.0% cash 1.7% YTD +27.1% YTD hi +30.7% (18Aug) YTD lo -28.6% (4Apr) CAGR +35.7% (8.64 yrs; since 1/1/17) Changes this weekπ 1/3"
X Link 2025-08-22T22:54Z 15.3K followers, 12.1K engagements
"5Sep25 Allocations $RDDT 19.4% $NVDA 19.0% $MELI 15.4% $AXON 14.3% $AMZN 13.3% $APP 10.4% $ALAB 3.4% $SNOW 1.8% $GOOGL 1.2% cash 1.6% YTD +29.3% YTD hi +31.25% (28Aug) YTD lo -28.6% (4Apr) CAGR +35.8% (8.68 yrs; since 1/1/17) Changes this weekπ 1/4"
X Link 2025-09-05T23:27Z 15.3K followers, 15.3K engagements
"12Sep25 Allocations $NVDA 19.4% $RDDT 17.8% $MELI 14.1% $AXON 14.0% $APP 11.7% $AMZN 9.9% $IREN 6.7% $ALAB 3.9% $GOOGL 1.1% cash 1.4% YTD +37.1% YTD hi +37.1% (12Sep) YTD lo -28.6% (4Apr) CAGR +36.6% (8.70 yrs; since 1/1/17) Changes this week π 1/3"
X Link 2025-09-12T21:51Z 15.3K followers, 12.9K engagements
"26Sep'25 Allocations $NVDA 19.2% $RDDT 16.6% $MELI 14.7% $APP 13.3% $AXON 13.0% $AMZN 9.4% $IREN 8.1% $ALAB 3.3% $GOOGL 1.1% cash 1.3% YTD +39.35% YTD hi +44.37% (22Sep) YTD lo -28.6% (4Apr) CAGR +36.7% (8.74 yrs; since 1/1/17) No changes this week"
X Link 2025-09-26T23:07Z 15.3K followers, 13.6K engagements
"3Oct'25 Allocations $NVDA 20.6% $RDDT 14.4% $APP 13.6% $AXON 13.2% $MELI 13.0% $IREN 9.9% $AMZN 9.4% $ALAB 3.4% $GOOGL 1.1% cash 1.3% YTD +38.5% YTD hi +44.4% (22Sep) YTD lo -28.6% (4Apr) CAGR +36.5% (8.76 yrs; since 1/1/17) No changes this week"
X Link 2025-10-03T21:20Z 15.3K followers, 10.8K engagements
"24Oct25 Allocations $NVDA 20.1% $APP 16.7% $AXON 14.5% $RDDT 13.7% $MELI 12.8% $IREN 12.5% $AMZN 5.8% $ALAB 2.7% $GOOGL 1.2% cash 0.2% YTD +41.0% YTD hi +44.4% (22Sep) YTD lo -28.6% (4Apr) CAGR +36.5% (8.81 yrs; since 1/1/17) Changes this week: * added 0.2% IREN"
X Link 2025-10-24T21:40Z 15.3K followers, [----] engagements
"7Nov'25 Allocations $NVDA 21.2% $APP 17.2% $RDDT 14.7% $MELI 13.9% $AXON 13.2% $IREN 12.8% $ALAB 5.6% $GOOGL 1.3% cash 0.4% YTD +36.9% YTD hi +48.7% (3Nov) YTD lo -28.6% (4Apr) CAGR +35.8% (8.85 yrs; since 1/1/17) Changes this week π 1/4"
X Link 2025-11-08T04:52Z 15.3K followers, 10.5K engagements
"Changes this week: * Sold 0.9% AMZN for $249/sh to buy 0.85% AXON for $575/sh * Sold 2.9% APP at $597 to buy 2.8% APP Jun'27 $600Cs * Sold all AMZN (3.7%) for $240/sh to buy 1.1% MELI for $2108/sh and 2.6% ALAB for $153.52/sh * Removed 0.5% cash from portfolio 2/4"
X Link 2025-11-08T04:52Z 15.3K followers, [----] engagements
"Changes this week: * Added 2.3% APP * Added 1.9% APP Jun'27 $600Cs * Trimmed 3.5% RDDT * Added 2.0% ALAB * Sold GOOGL 2/3"
X Link 2025-11-15T03:16Z 15.3K followers, [----] engagements
"Long dated call options (8.5% of portfolio): * 4.7% APP Jun'27 $600Cs * 3.8% NVDA Jan'26 $125Cs and Dec'27 $170Cs 3/3"
X Link 2025-11-15T03:16Z 15.3K followers, [----] engagements
"21Nov'25 Allocations $NVDA 22.6% $APP 20.7% $MELI 15.4% $AXON 13.8% $RDDT 12.9% $IREN 10.6% $ALAB 8.0% cash -4.0% (margin) YTD +17.8% YTD hi +48.7% (3Nov) YTD low -28.6% (4Apr) CAGR +33.4% (8.89 yrs; since 1/1/17) changes this week π 1/4"
X Link 2025-11-22T03:47Z 15.3K followers, 12.4K engagements
"Changes this week: * Sold 1% MELI * Bought 1% MELI Jan'28 $2000Cs * Sold 2.1% NVDA at $185 * Bought 2.1% NVDA Dec'27 $185Cs * Bought 0.2% IREN via exercise of $25Cs * Removed 3.6% cash from Growth Stock Portfolio 2/4"
X Link 2025-11-22T03:47Z 15.3K followers, [----] engagements
"Long-term call options (11.1% of portfolio) * 4.5% in APP Jun'27 $600Cs * 5.7% in NVDA calls: Jan'27 $125Cs Dec'27 $170Cs & Dec'27 $185Cs * 1.0% in MELI Jan'28 $2000Cs 3/4"
X Link 2025-11-22T03:47Z 15.3K followers, [----] engagements
"5Dec'25 Growth Stock Allocations $APP 25.1% $NVDA 19.9% $RDDT 14.2% $MELI 14.1% $AXON 12.5% $IREN 9.7% $ALAB 7.9% cash -3.2% YTD +37.0% YTD hi +48.7% (3Nov) YTD lo -28.6% (4Apr) CAGR +35.5% (8.93 yrs; since 1/1/17) no changes this week 1/2"
X Link 2025-12-05T21:41Z 15.3K followers, [----] engagements
"Growth Stock Portfolio 12Dec'25 Allocations $APP 25.4% $NVDA 19.5% $MELI 14.3% $RDDT 14.2% $AXON 13.4% $IREN 9.1% $ALAB 7.6% cash -3.3% (margin) YTD +31.2% YTD hi +48.7% (3Nov) YTD lo -28.6% (4Apr) CAGR +34.8% (8.95 yrs; since 1/1/17) Changes this week π 1/3"
X Link 2025-12-12T21:23Z 15.3K followers, 12.6K engagements
"Long-dated call options (11.9% of portfolio): * 5.2% APP Jun'27 $600Cs * 0.9% MELI Jan'28 $2000Cs * 5.8% NVDA Jan'27 $125C and Dec'27 $170Cs and $185Cs 3/3"
X Link 2025-12-12T21:23Z 15.3K followers, [----] engagements
"Growth Stock Portfolio 19Dec25 Allocations $APP 26.3% $NVDA 19.3% $RDDT 14.1% $MELI 13.5% $AXON 13.6% $IREN 8.6% $ALAB 8.0% cash -3.1% (margin) YTD +37.7% YTD hi +48.7% (3Nov) YTD lo -28.6% (4Apr) CAGR +35.4% (8.97 yrs; since 1/1/17) 1/3"
X Link 2025-12-19T21:53Z 15.3K followers, [----] engagements
"Changes this week * sold 1% APP Jun27 $600Cs * bought 1% APP shares 2/3"
X Link 2025-12-19T21:53Z 15.3K followers, [----] engagements
"Changers this week: * Sold 0.5% NVDA Dec'27 $170Cs 2/4"
X Link 2025-12-27T01:35Z 15.3K followers, [---] engagements
"2Jan'26 Allocations $APP 22.5% $NVDA 20.5% $RDDT 14.9% $MELI 13.6% $AXON 13.1% $IREN 9.4% $ALAB 8.9% cash -2.7% (on margin) YTD +0.1% YTD hi +0.1% YTD lo +0.1% CAGR +34.9% (9.01 yrs; since 1/1/17) changes last week (only 2Jan) π 1/3"
X Link 2026-01-05T05:33Z 15.3K followers, [----] engagements
"Changes this week: * sold 1.1% APP shares * bought 1.1% APP Jun'27 $600Cs 2/3"
X Link 2026-01-05T05:33Z 15.3K followers, [----] engagements
"Long-term call options (11.5% if portfolio): APP (4.6%): Jun'27 $600Cs MELI (0.8%): Jan'28 $2000Cs NVDA (6.1%): Jan'27 $125Cs; Dec'27 $170Cs & $185Cs 3/3"
X Link 2026-01-05T05:33Z 15.3K followers, [----] engagements
"Growth Stock Portfolio 9Jan'26 Allocations $APP 22.8% $NVDA 20.1% $MELI 14.6% $AXON 14.1% $RDDT 13.5% $IREN 9.7% $ALAB 7.8% cash -2.5% (on margin) YTD +3.88% YTD hi +3.88% (9Jan) YTD lo +0.10% (2Jan) CAGR +35.4% (9.02 yrs; since 1/1/17) changes this week π 1/4"
X Link 2026-01-10T04:14Z 15.3K followers, [----] engagements
"Changes this week: * Sold all MELI LEAPS to buy MELI shares * Sold 1% APP shares to buy more APP Jun'27 $600Cs when APP at $600 * Sold 1% RDDT shares for $258/sh * Bought 1% NVDA shares for $190/sh 2/4"
X Link 2026-01-10T04:14Z 15.3K followers, [----] engagements
"Long-term call options (11.3% of portfolio): APP Jun2027 $600Cs (5.8%) NVDA Jan2027 $125Cs Dec2027 $170Cs and $185Cs (5.5%) 3/4"
X Link 2026-01-10T04:14Z 15.3K followers, [----] engagements
"Changes this week * added 1% to APP Jun'27 $600Cs 2/2"
X Link 2026-01-17T06:11Z 15.3K followers, [----] engagements
"@firebombom I bought [--] Singapore REITs. I'll explain my criteria and choices for choosing these (A17U A7RU C38U CY6U and K71U) in my first Fixed-Income Portfolio update (probably in July). I wanted to move some assets away from the USD and away from exposure to the US market"
X Link 2025-06-02T17:27Z 15.3K followers, [---] engagements
"Upcoming earnings: IREN: 5Feb RDDT 5Feb ALAB 10Feb APP 11Feb MELI 24Feb AXON 24Feb (est) NVDA 25Feb NVDA GTC 16-19Mar 4/4"
X Link 2026-01-23T21:30Z 15.3K followers, [----] engagements
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/creator/x::GauchoRico