Ian Mutuli

Aug 10, 2026

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2 min read

Holding Through the Pain, $AMPG Rebound, and Big Newsletter Updates

Navigating a -30% drawdown on $AMPG, business cash updates, pre-market surge ahead of earnings, and introducing non-portfolio deep-dives.

Ian Mutuli

Stocks

The Capital is Fully Deployed: Waiting for the $300 Double-Barrel Reload

Jun 20, 2026

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4 min read

The Capital is Fully Deployed: Waiting for the $300 Double-Barrel Reload

We locked in quick green swing gains, optimized our long-term anchors, and fully exhausted our cash reserves right as the banking rails paused to reload.

Ian Mutuli

Stocks

Surviving the Bloodbath and Locking a $950+ War Chest for the Lows

Jun 6, 2026

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5 min read

Surviving the Bloodbath and Locking a $950+ War Chest for the Lows

This week was a blood bath in the stock market. The selloff was super intense, but it has presented new entries and opportunities.

Ian Mutuli

Stocks

The Telegram AI Bottleneck: Inside the $76M Hardware Arbitrage Hiding Under a Fifty-Cent Ticker

May 29, 2026

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4 min read

The Telegram AI Bottleneck: Inside the $76M Hardware Arbitrage Hiding Under a Fifty-Cent Ticker

How Alpha Compute ($ALP) is leveraging institutional debt to corner Telegram’s 1 billion-user ecosystem and why the market’s calculation is completely broken.

Ian Mutuli

Stocks

May 27, 2026

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4 min read

Front-Running the Next Gen AI Clouds

Why I completely liquidated my legacy $OCC position, aggressively scaled my $BZAI baseline, and front-ran the market with a massive pre-market entry into a sub-dollar NVIDIA power play.

Ian Mutuli

Stocks

The Shift to Energy Sovereignty: Today’s Portfolio Overhaul

May 21, 2026

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3 min read

The Shift to Energy Sovereignty: Today’s Portfolio Overhaul

Why I exited $SOUN and $LTRN to concentrate my wealth where the real compounding is happening.

Ian Mutuli

Stocks

Why $SLNH is My Newest Bet in the AI "Power" Race

May 13, 2026

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3 min read

Why $SLNH is My Newest Bet in the AI "Power" Race

Rotating profits from the Cerebras hype into a vertically integrated AI infrastructure play.

Ian Mutuli

Stocks

$SOUN earnings and my next move on this stock

May 9, 2026

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3 min read

$SOUN earnings and my next move on this stock

SoundHound AI just released their Q1 earnings and it is a mixed pot of the good and bad.

Ian Mutuli

The High growth stocks am betting on and how am currently sat...

May 6, 2026

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2 min read

The High growth stocks am betting on and how am currently sat...

Let's all have a preview of my current holdings... and what's new this week.

Ian Mutuli

Stocks

The $355-to-$1M Log: Why I’m "Fully Deployed"

May 2, 2026

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2 min read

The $355-to-$1M Log: Why I’m "Fully Deployed"

Introducing Ticker Log and the Why behind it.

Ian Mutuli