📊 Portfolio Update — April 10, 2026
Hey everyone, happy Friday!
A lot has happened in the past week across the portfolio, so let me walk you through some of the moves I am watching most closely.
🏠 Morgan Stanley Goes Big on $OPEN (Opendoor Technologies Inc)
The headline story for me this week is... عرض المزيد ترجم
📊 Portfolio Update — April 2, 2026
Hey everyone, happy Thursday!
Volatility continues to dominate markets with the Iran situation keeping everyone on edge and oil above $108. But through the noise there are some important stories worth digging into across the portfolio. Let me walk you through what... عرض المزيد ترجم
📊 Portfolio Update - March 26, 2026
Hey everyone!
Some big developments across the portfolio this week, will walk through some of them here. As always, happy to answer any questions in the comments.
🔬 $ASML.NV (ASML Holding NV) Lands a Record-Breaking Deal
SK Hynix announced plans to spend $7.9... عرض المزيد ترجم
📊 March 19, 2026
Hey everyone 👋
What a wild first half of the week it's been!
🏦 The Fed Holds, Markets Sink
The FOMC held rates steady at 3.5%-3.75% yesterday as expected, but what spooked markets was the updated dot plot and Chair Powell's press conference. The Fed now projects just one... عرض المزيد ترجم
Hi everyone! 👋
Will get down to some updates to the portfolio later on in this post & in the comments but wanted to start off with something else.
One thing that I’ve literally never heard anyone talk about in investing (possible I’m just in the wrong circles & reading the wrong stuff) is... عرض المزيد ترجم
Hey everyone!
Lots happening across the portfolio and in macro markets this week, so let me walk you through the biggest stories. Always happy to answer questions in the comments, so feel free to drop anything you're wondering about.
🏠 Reddit AMA with OpenDoor CEO
One of the more refreshing things... عرض المزيد ترجم
Some interesting and perhaps scary breaking news out of $XYZ (Block Inc.) ⚠️
Jack Dorsey has just sauid they're going to cut 40% of their 10,000 employees and the stock is up 25% after hours 😦
His full post is here: https://x.com/jack/status/2027129697092731343
He said: "we're not... عرض المزيد ترجم
Why read about earnings reports when you can play them ? 😅🎮
https://earnings-explorer.vercel.app/ (keyboard only for now)
Just a fun game I made yesterday for something different, it already has quite a few hidden easter eggs in it but if anyone has any ideas for features or improvements I’m all... عرض المزيد ترجم
Does This Fall Make Any Sense?
Happy Friday all!
Thought I’d write a post exploring the recent selloff in stocks over the past week and why it seems strange.
To start off with, many of the companies in our portfolio reported better than expected earnings or at least in line with expectations.
$SOFI... عرض المزيد ترجم
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