Austin Lieberman reports a 40.58% CAGR and 260.60% total return on a stock-only portfolio, with top allocations in SNDK (23.45%), NBIS (16.72%), AMZN (13.01%), and IREN (11.19%). Other held positions include MELI, MU, PRM, RBRK, ONDS, P, and NOW. Despite a 120.93% one-year return, Lieberman expresses a cautious sentiment, suggesting the next several years will be significantly harder for investors.