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The Few Bets That Matter

Hundreds of paid subscribers

You spent years buying stocks, but never made any real money. You don't need better ideas, you need a better system.

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PricingFreemiumPublishesTwice weekly
Issues371Founded2 years agoLast Issue2 days ago
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Latest Issues

The AI King, Queen & Buffon

Only positive earnings today, with a cherry on top as Soitec’s management released earnings earlier and data is real good, confirming SOI demand and Soitec as a tech-agnostic player.

I will detail Google’s earnings and what they mean for o...

2 days ago
10

Portfolio & Market Review

These last few weeks have been historic. The latest drawdown in momentum and growth names was the largest since the 2008 crash.

This is something.

There’s lot of anger lately on social medias as moods follow volatility. These emotions are...

6 days ago
14
5

Selling 4 Names To Buy 1

A SaaS name with the cleanest setup I've seen

The market is sending clear signals.

9 days ago
13
Paid

Why My Biggest Position Will Get Bigger

Design wins, AI inference contracts & improving margins. The last uncrowded AI name in the market.

The AI hardware trade is overcrowded.

11 days ago
15
4
Paid

My New Largest Position

The market rarely gives such gifts - this is how I plan to play it.

Lots of frustration in the market lately.

14 days ago
8
2
Paid

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