The Physical Layer of AI, and how I'm playing it. Real portfolio. Time-stamped trades. Receipts, not rumors.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 114 | Founded | 8 months ago | Last Issue | 7 days ago |
| Active | |||||
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youngbullinvests.substack.comLatest Issues
FN Stock: The Beat-and-Raise That Got Sold?
The receipts, up top, because you came here to scan:
The receipts, up top, because you came here to scan:
PENG Stock: Earnings Tomorrow. The Stock Already Ripped 20%.
I own 75 shares. I am not adding into the rip. Here is the full setup.
QThe receipts, up top, because you came here to scan:
MU Stock: The $54B Print That Was Never the Trade
The receipts, up top, because you came here to scan:
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The print: revenue $54.2B vs ~$51.3B expected. Adjusted EPS $33.42 vs $31.72 expected. Gross margin 87%. Sixth straight quarterly revenue record.
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The guide: next-quarter revenue...
The Cheapest AI Stock Nobody's Talking About
Everyone talks about the AI server trade and nobody mentions HPE.
Everyone talks about the AI server trade and nobody mentions this one. Servers, storage, networking for data centers.
CRDO Stock: 9-Day Win Streak, 41% Run, Back to My Cost
The receipts, up top, because you came here to scan:
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The position: CRDO at a $213.70 cost. Friday close $210.97. Down 1.3%, which rounds to even after the week I just had.
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The run: 9 straight up days. +41% cumulative. Roughly $11...
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Authors
The writers behind this newsletter.
Real portfolio. Real moves. Real age. Im a 18 year old documenting the AI investing revolution in real time, and putting my money behind it. Not financial advice. Just receipts.
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