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Surfing decade long mega-trends and chronicling the journey. Trying to get rich and live forever.

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Substack
PricingOnly free issuesPublishesTwice weekly
Issues67Founded4 years agoLast Issue9 months ago
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01core.com
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Latest Issues

Secular Opportunity Index Performance Update 8.8.2025

Blue is the account, green is QQQ, yellow is SPY

9 months ago
1
1

QQQ Killer Index Performance Update 8.10.2025

QQQ: 36.08%

QQQ Killer: 41.42%

S&P 500: 26.48%

9 months ago

Secular Opportunity Index Performance Update 5.18.2025

Performance vs. S&P 500

Secular Opportunity Index: 23.45%

QQQ: 25.34%

SPY: 19.68%

Current Allocation:

a year ago

QQQ Killer Index Performance Update 5.18.2025

Performance vs. QQQ

QQQ Killer: 28.72%

QQQ: 23.38%

Current allocation

a year ago

Highlights from Amazon CEO Andy Jassy’s annual letter to shareholders (and some charts)

Amazon revenue has increased from just under $90B in 2014 to $638B in calendar 2024.

In 2014, AWS revenue was $4.6B, and this year (2025) it will likely end at a run rate near $130B. Operating income improved from $36.9B in 2023 to $68.6B...

a year ago
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3

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  • Ben Buchanan

    Twitter: @01Core_Ben || Trying to get rich and live forever - happily. Pathological optimist. Future enthusiast. Bullish technology.

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