Burak Finance
Head of Analytics | Growth Investor | Hunting asymmetric upside. Deep fundamental + tech analysis. Portfolio is up 352%. Early $PLTR $NBIS $RKLB Investor.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 41 | Founded | 3 months ago | Last Issue | 2 days ago |
| Active | |||||
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burakfinance.substack.comLatest Issues
I Bought Nebius at $24 When Nobody Wanted It
I first bought $NBIS around $24.
That position became my third 10-bagger.
At the June high near $287, it was up more than 1,000%. Around $215 today, it’s still roughly 8.8x.
A big part of my high portfolio return came from this one posit...
Weekly Portfolio Update: My Next 3–5x Opportunity
YTD: +104.2%
The Fed just made the case for being cautious on growth.
How to Find 10x Stocks: The 6-Lens Investing Framework
In late 2024, Rocket Lab (RKLB) was trading around $9.
The market had already made up its mind: small-launch company, former SPAC, permanently stuck in SpaceX’s shadow.
I saw something different.
I ran Rocket Lab through the same 6-lens...
I Just Bought This Underrated Physical AI Play
Why I’m betting on the sensors, vision, and semiconductors behind the physical AI revolution.
I just added a new name to the portfolio tied to the humanoid robotics build-out.
Weekly Portfolio Update: New Position, Big Winners & Dilutions
YTD: +116.6%
A lot happened this week.
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| Subscribers | Engagement | 76 | Monthly Web Visits | ||
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| Accepts Sponsors | Estimated Cost per Ad | ||||
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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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