TheBigBerbowski Investing
Discover high growth companies, mostly but not exclusively small caps. Sharing learnings from my investing journey.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 23 | Founded | 7 months ago | Last Issue | 11 days ago |
| Active | |||||
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Portfolio Update June 2026
Currently owned stocks, what's on my watchlist, next buys.
Hello everyone,
Applied Optoelectronics $AAOI: Investment Thesis
The numbers are accelerating. The real ramp hasn't even started yet.
The company was practically unknown less than a year ago. Then in early 2026, AOI started landing volume 800G and 1.6T orders from major hyperscale customers. The market...
Credo Technology $CRDO: Investment Thesis
The first time I paid attention to Credo was during the sell off in March.
Mr. Market is mostly efficient, but also regularly makes mistakes. Credo is a prime example of that. The company is setting new revenue records. It jumped over $20...
Perma-Pipe $PPIH: Q1 2026 Earnings Release
I wasn’t expecting report to come today. Its timing and its content surprised me. Not that everything was grim, far from it.
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Net Sales Increased 7.5% Year-over-Year;
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Backlog Rises to $136.5 Million;
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Geopolitical Situation i...
Broadcom $AVGO Q2 2026 Earnings Release
There’s been a lot of buzz around earnings. Some are reading it as bullish, others are raising concerns around guidance. All things considered, the market reaction has been a mixed one.
To better understand what’s driving that, I wanted t...
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Authors
The writers behind this newsletter.
Focused on finding high-growth companies - DC Infrastructure, Memory, AI. Deep dives, earnings breakdowns, market trends.
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