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 | 23 | Founded | 7 months ago | Last Issue | 10 days ago |
| Active | |||||
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marianpompura.substack.comLatest Issues
$45 billion to $10 billion in five days
Single hedge fund went from roughly $45 billion in assets to about $10 billion — in days.
For three sessions this week, AI trade looked like it was breaking on fundamentals. It wasn’t. It was breaking because one leveraged holder had to...
Three beats. Three sell-offs.
Swap markets now price roughly a 1-in-3 chance the Fed hikes on Wednesday.
Data bites from the week
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Alphabet posted its first negative free cash flow quarter since its 2004 IPO.
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Nvidia alone is expected to account for roughl...
$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...
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Authors
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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