my.stock.research
I write about high-conviction AI infrastructure plays + undervalued stocks with real moat I turned my 2k starting salary into a $1.5M+ portfolio, this is the research process/secret behind it 2 stock analysis a week + a Sunday market wrap $5/month
| Platform |  | Pricing | Only paid issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 153 | Founded | 9 months ago | Last Issue | 12 hours ago |
| Active | |||||
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mystockresearch.substack.comLatest Issues
The Stock Life Cycle: My TradingView Indicator for the 4 Stages
Every stock is born, grows, peaks and fades. Here's the tool I use to tell which stage a stock is in, so I only buy when the odds are on my side.
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Q3 2026 Earnings Update: Is #LLY a BUY Now at $1,430?
Revenue up 39%, guidance raised for the third time this year, a 43% return on capital. Eli Lilly passes every quality test I have. The problem is that the market already knows it.
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Q1 2027 Earnings Update: Is #SNDK a BUY Now at $1,131?
An 85% gross margin, $89B of contracts, no debt, and a record quarter. The stock still fell 18% in two sessions. Here's what the market is afraid of, and how I'm sizing it.
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My Portfolio Update and Rating Report: October 2026
#MU, #VST, #CIEN, #COHR, #NBIS, #SPCX, #TSM, #TSLA, #META, #GOOGL, #MSFT + four investment theses
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Q1 2027 Earnings Update: Is #MSFT a BUY Now at $525?
Azure accelerated to 48%, the backlog hit $677B, and Microsoft is still paying for the AI buildout out of its own pocket. Here's what that's worth.
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I write about high-conviction AI infrastructure plays + undervalued stocks with real moat I turned my $2k starting salary into a $1.5M+ portfolio, this is the research/secret behind it. 2 stock analysis a week + a weekly market wrap $5/month
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