Lorenzo2cents
Lorenzo BastianelliFrom $50K to $1M through asymmetric compounders | 58% CAGR since 2024 \ud83d\ude80 | I share my top picks on the path to financial freedom.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 83 | Founded | 4 years ago | Last Issue | 9 days ago |
| Active | |||||
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lorenzo2cents.comLatest Issues
Nebius for Palantir, Nebius to $1T by 2030
Demand looks insatiable. Price per megawatt is rising across both short-term and long-term deals, and Nebius reconfirmed its 2026 $7 billion to $9 billion ARR guidance.
Annual contract value per MW repriced higher. Our core AI cloud busi...
ZETA: When Ontologies Combine
The 20th consecutive ZETA beat and raise wasn’t the news in Q2, as we got used to their perfect execution at this point.
Demand for Athena, the recently released voice-based OS, is confirmed to be strong:
Since Athena’s launch for enter...
Why I bought $SPCX
On August 5, I shared with the Business Ontology Community and on X that I bought SpaceX at $112 per share. It’s a small position, around 3% of the Lorenzo2cents portfolio, for now.
Here are the reasons why I think it just makes a lot of s...
HIMS: The 2 Things Most Investors Completely Missed on the Earnings Call
Q2 earnings were great, closely matching my expectation for a beat and raise (check my Q1 update for reference). But during the call, there were two powerful takeaways that I think most investors missed, and I will walk you through them.
B...
Lemonade: the most profitable insurer
Lemonade Q2 2026 was stellar, even better than the previous quarters, which were stellar too. Yet, the stock price closed down 24% that trading day, I suppose driven by algos (it happens every time with Lemonade’s earnings) and retail inves...
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The writers behind this newsletter.
On a journey from $50K to $1M through multibagger investments. Freedom maximalist. Relentless seeker of reality.
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