Daniel Ekstrom

X connected

@dex.eth

Long-term compounding. Concentrated book, mostly semis and healthcare. Notes, not advice.

12.4k followers184 following

Portfolio performance

+24.80%

12 month return

+24.80%

$135.74$129.60$123.45$117.31$111.16

AugNovFebMayAug

Recent trades

Recent posts

Daniel Ekstrom@dex.ethVerified· 18m12.4k followers

Added to $NVDA on the pullback. Order book still thin above 145 but data-center guidance hasn't cracked once in six quarters.

NVDA · 1D

$141.87

+3.61%

Daniel Ekstrom@dex.ethVerified· 8h12.4k followers

Portfolio is 6 names. If I can't explain the position in two sentences, it doesn't belong in the book.