🦾 Hold Forever
You want to focus
🧠 Become irreplaceable: Build Your Personal AI Moat. Get 50% off the year
Fellow Human,
SpaceX just IPO’d at a $2 trillion valuation. The people who held shares since 2002 are now multimillionaires.
The Ontario Teachers’ pension is sitting on an $11 billion windfall. One bet. Twenty-four years. Generational money.
That’s the only game.
Most people will spend the next ten years day-trading, swing-trading, chasing the next hot ticker. Most of them will end up poorer than if they’d just held the index.
The richest people on earth hold things forever. Buffett held Coca-Cola for 38 years. Bezos held Amazon through Pets.com until 2008. Musk held SpaceX through every near-death moment.
You don’t have to pick the next SpaceX. You just have to own the assets that win the AI age and refuse to sell them.
Bitcoin. NVDA. AMZN. GOOG. META. AAPL. Your own audience. Your own skill stack.
Pick the assets. Buy them. Don’t trade them. OWN THEM. BE A SHAREHOLDER. BE AN OWNER.
The hardest move in finance is doing absolutely freaking nothing.
Do that, and you win.
-Colin
🧑🏼💻 The 5-Min Build — The Forever List 🛠️
Use Claude to triage your portfolio into "hold forever" vs. "let go" in 60 seconds.
Open your brokerage and copy your top 10 holdings with tickers and % allocations.
Paste into Claude with the prompt below.
Get back: which positions to ride for 10+ years and which to trim or exit this week.
Add to the Forever pile. Sell the rest. No more.
Run it once a quarter. Your future self gets richer; your present self gets calmer.
The payoff: you stop reacting to every macro headline. You hold the few things that compound, and let the rest go.
⚡ The Prompt — "The Forever Filter"
A conviction-check prompt. Paste your positions, get back the keepers vs. the noise.
You are a portfolio conviction coach. Here are my current holdings:
<<paste tickers + allocations>>
Your job:
1. For each position, give a one-sentence reason to hold it for 10+ years OR a one-sentence reason to sell it this week.
2. Mark each position FOREVER, TRIM, or SELL.
3. End with one sentence: which position should I be adding to right now?
Be ruthless. Conviction is rare. Most positions get cut.
📰 Links
SpaceX just IPO'd at a $2 trillion valuation overnight
Watch Musk ring the NASDAQ opening bell — 24 years of patience cashes out
He held SpaceX shares for 15 years. Now comes the windfall.
Musk: real-life Bond villain (FT means it as a compliment, mostly)
Ontario teachers quietly turned an early SpaceX bet into $11 billion
Meta's new data center is paying nearby teachers $50,000 bonuses
Musk sold every house he owned. Here's exactly what came and went.
Geohot: 'AI will be massively deflationary.' Read this twice.
Mistral is raising €3 billion at a €20 billion valuation
Kioxia just became Japan's most valuable company. AI memory mania is real.
The quantum computing revolution is closer than you think
Ken Griffin is quietly buying every block of Miami he can touch
AI is turbocharging text-message scams. Stop replying to unknown numbers.
AI can't function without Ajinomoto's film — and their CEO refuses to gouge
What the AI-powered house of 2030 looks like, room by room
How tiny Isle of Man became ground zero for a global online gambling scam
📊 Stats
Cable just shed another 9.7% of subscribers in a year. Since March 2020, providers have lost 48.7% of their video customers — 38.8 million households gone. The attention economy migrated. Own your audience or rent it. Source: Sportico
China builds a new nuclear reactor in 5 to 7 years. The U.S. takes 15. Same physics. Different will. Source: MIT Technology Review
A North Carolina man allegedly got an ownership stake in Napster by promising to invest $3.6 billion he didn’t have. The lesson: receipts, not promises. Source: Billboard
🔥 Useful $HIT CORNER 🔥
🗓️ On this day in 1949 → George Orwell published 1984. He warned the screen would watch you. Now your house has 47 of them. Read it again.
🦾 How to be dangerous → Read the actual filings before you read the stock-pickers. 10-Ks are free. Your edge is in there.
🌞 Health → Ten minutes of morning sun before any screen. Resets your circadian rhythm and your mood in one hit.
🍳 Cooking → Dry-brine your steak the night before. Salt it, leave it uncovered in the fridge. Better crust, deeper flavor, zero extra work.
💬 Quote → “The big money is not in the buying or selling, but in the waiting.” —Charlie Munger
🤖 AI reality check → Stop asking AI to write a post. Ask it to interrogate your last post for what is missing. Sharper output every time.
📺 VId
🤖 Tools Corner (Tools I use)
🛍️ Shopify: I run my brands on Shopify for a reason: it works, it scales, and it keeps the whole business easier to manage.
🎥 Opus Clips: My team uses to get instant clips from my YouTube videos. Stop letting good content die after one post.
✍🏻 Claude: I started out with GPT first. Then Claude flew past them with Notion, Sheets, and Cowork.
♠️ GPT: I use it for image gen and simple tasks. I do prefer the interface to Claude. I just wish it had Sheets and Notion integrations. Come on.
🛍️ Products Corner
🪴🏡 🍵 Better Human Goods — Nontoxic essentials for health and home. Products that work without the junk. Use code BNL for 10% off.
🦷 Dento Honmono — all-natural bristle toothbrushes with zero microplastics. Get the 4-pack of the world’s healthiest toothbrush.
🦷 Dento Pure Mineral Tooth Powder — whiten, repair, and strengthen enamel without the petroleum byproducts found in most toothpaste.
🤠 Junk Cream for Men — When it itches or won’t go away → insanely effective, targeted support and 100% body coverage. The only skincare/bodycare cream you need as a man. One bottle does it all.
💤 Nocturna Glycine — sleep like a baby with simple, clean glycine.
🥩 Carnivore Bar — the complete whole-food bar built for the modern age: beef, tallow, and salt. 35g fat, 20g protein, 400 calories, 0g carbs, and shelf-stable 25+ years.
🥩 Beefy Meat Chips — one of my favorite food products ever; the maple and lemon pepper are dangerously good. Just trust me on this one.
⛓️💥 YourLinks.bio — a simple, affordable one-page website for your bio, contact form, portfolio, products, services, courses, and anything else you need online.
👋 I’m Colin. Father, founder, and Investor. X, IG → Drop feedback here
📰 Become IRREPLACEABLE 🚨
Every week, paid subscribers get the full workflows, prompt stacks, and templates behind these builds. The system, not just the theory. Now 50% off for an entire year.