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![davey_juice Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1454132363529699329.png) Frank Slootman’s Abandoned Projects [@davey_juice](/creator/twitter/davey_juice) on x 4459 followers
Created: 2025-07-19 23:01:30 UTC

Might start pushing some $zs into $rbrk …likely will trim ZS at XXX very slowly for RBRK under XX. If spread widens I start doubling down heavier. 

Never trimmed $zs but trades more expensive on most metrics I track and growth has been going down fast and it’s XX% of portfolio.

![](https://pbs.twimg.com/media/GwQXsYAWwAQiy-2.jpg)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946706994380820602/c:line.svg)

**Related Topics**
[metrics](/topic/metrics)
[$zs](/topic/$zs)
[stocks technology](/topic/stocks-technology)
[$rbrk](/topic/$rbrk)

[Post Link](https://x.com/davey_juice/status/1946706994380820602)