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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 4461 followers
Created: 2025-07-25 22:45:15 UTC

Portfolio 7/25/25 Close:

Top 8=83.2%
17%: $CRWD
14%: $ZS
XX% each: $MELI $SNOW $DDOG
X% each: $NET
X% each: $NU $RBRK

Rest=16.8%
4%: $GLBE
X% each: $AMD $DLO
X% each: $ADYEY $NVDA $SE
X% each: $EVVTY $IOT $ALAB $GRAB

Total: $XXXXXXXXXX

YTD Thru 7/24: +27.58% vs $QQQ +10.52%

![](https://pbs.twimg.com/media/GwvNg8xWwAA5rEY.jpg)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948877233419948301/c:line.svg)

**Related Topics**
[iot](/topic/iot)
[nvda](/topic/nvda)
[$qqq](/topic/$qqq)
[$evvty](/topic/$evvty)
[$se](/topic/$se)
[$adyey](/topic/$adyey)
[$amd](/topic/$amd)
[$nu](/topic/$nu)

[Post Link](https://x.com/davey_juice/status/1948877233419948301)