ETF + Stock Signals
Marian | ETFs & Stock PickingLong-term investing, explained like a system: ETFs, rules, trade-offs, and risk management.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 21 | Founded | 5 months ago | Last Issue | 10 days ago |
| Active | |||||
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marianpompura.substack.comLatest Issues
$OKLO: Sam Altman Doesn't Chair Companies He Doesn't Believe In
The 2013 Bet Nobody Noticed
$5.35 to $193. Back to $72. Zero revenue the entire time.
That’s $OKLO. And Sam Altman has been holding it since 2013 — eleven years before most investors learned how to pronounce it.
He met co-founders J...
Google Just Booked Five Years of Cloud Revenue in 90 Days
$460 billion. That’s Google Cloud’s contracted backlog after Q1 CY26. It nearly doubled quarter-on-quarter. The revenue just hasn’t hit the income statement yet.
Sundar Pichai opened the April 29 earnings call with that number and the stoc...
AMD Already Priced Intel's Quarter. Now What?
Chasing a 56% rally into a print nine days out is how you become exit liquidity.
AMD closed Friday at $347.81, up 13.85% on the day Intel reported. Up 56% since March 30. Up 285% in 52 weeks. Wall Street’s consensus PT sits at $310 — 11% b...
ServiceNow Into Earnings — Gift or Trap?
The market has a habit of pricing re-rates before it understands them. ServiceNow is the clearest example right now.
Down 58% from its January 2025 peak, NOW is being treated like a dying seat-based SaaS incumbent about to get eaten by AI...
META Was Losing the AI Race. Muse Spark Changes That.
Muse Spark is the first model out of Meta Superintelligence Labs. Launched April 8. Stock added $111B in market cap in a single session.
The context matters. Llama 4 was a public embarrassment. Worst creative writing scores among major LLM...
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The writers behind this newsletter.
I stress-test the world’s best companies and ETFs. Deep dives, portfolio updates, and high-conviction research. For investors thinking in decades — not days.
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