
+349% GROWTH PORTFOLIO. Early $PLTR, $NBIS & $RKLB investor. Full transparency into my portfolio, trades and investment decisions.
| Platform | Pricing | Freemium | Publishes | Daily | |
|---|---|---|---|---|---|
| Issues | 59 | Founded | 6 months ago | Last Issue | 7 days ago |
| Active | |||||

A record de-grossing, a global wipeout, opportunities
Friday was ugly. Not just for stocks. For almost everything.
Custom AI chips, optics, the Lumentum talks, and what happens if they buy or walk away.
Marvell was up 197% this year by Wednesday’s close.
YTD: 67.4%
Record shorts
If the last few weeks confused you, you are not alone.
The headlines say tech is booming. Yet many tech stocks just fell 20%, 30%, even 40%.
That does not add up. So people panic.
I want to help. This post explains what happened in plain...
Revenue mix, USDC, Base, derivatives, valuation
Coinbase closed around $178 on October 21, 2026. That’s roughly 60% below the July 2025 high of $444.
Subscribers, engagement, traffic and sponsorship for Burak Finance.
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| Accepts Sponsors | Estimated Cost per Ad | ||||
How this newsletter ranks in the official Substack charts.
| #235 |
The writers behind this newsletter.
Head of Analytics | 10+ years in the markets | Growth Investor | Hunting asymmetric upside. Deep fundamental + tech analysis. Portfolio up 350%. Early $PLTR $NBIS $RKLB Investor.
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