1Wk·

Transparency Purchases/sales ✌️

BamBamInvest · 2025-11-05T14:54:21.991766Z

$CIFR $NVO $NOVO B $3350 $PATH $CIFR sold, small position - trade after the decline last week $NOVO B further increased a little $3350 half sold to be more flexible $PATH opened new position - first entry

$CIFR (-11.46%)
$NVO (-1.5%)
$NOVO B (-1.39%)
$3350 (-6.94%)
$PATH (-0.29%)

$CIFR (-11.46%) sold, small position - trade after the decline last week
$NOVO B (-1.39%) further increased a little
$3350 (-6.94%) half sold to be more flexible
$PATH (-0.29%) opened new position - first entry

05.11

CIF

Cipher Mining

Sold x286 at €21.40

€6,120.40

52.87%

12 Comments

Mi11@Migu11

1Wk

Wow, actually a CIFR sale? Thought they had a good 2026 in mind first?

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BamBamInvest@BamBamInvest

1Wk

@Migu11 for me it's also about the position size, which was about 1% of the portfolio, I wanted to buy more if prices continued to fall. But then they rose again and in 1.5 weeks 50%. That doesn't mean that I won't collect them again if the market or $CIFR corrects, but as the market is relatively high and I don't think $CIFR will reach 3GW capacity until 2027, I see less upside potential in the short term than with $IREN. They will have the 3GW available earlier if the schedule is adhered to. When I enter into smaller positions, I usually do so as an initial position in order to buy more, but if they then rise rapidly, I usually sell them because the amount in the overall portfolio is too small. Unless they are highly speculative.

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HamsterFrodo@HamsterFrodo

1Wk

@BamBamInvest you can't complain with a 600k deposit

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Kai@Kai16081989

1Wk

But here the year also had an absolutely great nose for exactly the right stocks😂

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BamBamInvest@BamBamInvest

1Wk

@HamsterFrodo Unfortunately no, only half 🤣

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HamsterFrodo@HamsterFrodo

1Wk

@BamBamInvest some people can only dream of that

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BamBamInvest@BamBamInvest

1Wk

@Kai16081989 but it also took time for some values to ignite? Most of the time I was too early.

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Kai@Kai16081989

1Wk

Better too early than too late😂

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BamBamInvest@BamBamInvest

1Wk

@Kai16081989 true words ! 🤣

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fund_commander123@fund_commander123

1Wk

@BamBamInvest What prompted you to buy $PATH? Do you see a lot of potential there? You really always hit the mark 😜

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BamBamInvest@BamBamInvest

1Wk

@fund_commander123 I have already answered under another question . But see my new post Partnership Microsoft / UiPath next project, going well 👌 I think they can go big here, increase efficiencies among systems and scale, a platform for automation.

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der_Don@der_Don

1Wk

I think I'll also sell half of my Metaplanet position tomorrow and get in at $SOFI.
You know the stock pretty well. Should I wait or get in?

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