🔮 The Weekly Crystal Ball: Space, Quantum & Semiconductors
Next week is not the busiest earnings week of the year, but it touches several areas that are extremely important to our portfolio.
🟣 Monday, August 10
🚀 $RKLB (Rocket Lab Corp) and $ASTS (AST SpaceMobile Inc) are obvious ones to watch.... Mehr anzeigen Übersetzen
🔮 WEEKLY CRYSTAL BALL: A DEFINING EARNINGS WEEK
This could be one of the most important weeks of the entire quarter. Many of our largest holdings are reporting again, and the results may determine whether August begins with a recovery or another period of volatility.
We enter the week with the portfolio... Mehr anzeigen Übersetzen
🔮 WEEKLY CRYSTAL BALL: JULY’S FINAL TEST
📉 WHERE WE STAND
Last week was not positive, but we ended it roughly where we started.
Our July drawdown currently stands at 21.54%, while the portfolio remains up 48.43% in 2026.
Unless the final week brings a substantial reversal, this will be my first... Mehr anzeigen Übersetzen
🔮 WEEKLY CRYSTAL BALL: HOLDING THROUGH JULY
📉 WHERE WE STAND
The portfolio is currently up 45% in 2026, but July alone has brought a 23% drawdown.
There is no way to make a drop of that size pleasant. It hurts. However, both numbers matter. After closing the first half of the year at +89.17%, we... Mehr anzeigen Übersetzen
🔮 Casually Clueless Crystal Ball
🔴 A rough month, but not an unexpected one
We are down around 16% this month, which is never pleasant, but also not especially surprising after the recent rally. When the portfolio runs strongly, a pullback eventually comes. That is part of the game.
This week is... Mehr anzeigen Übersetzen
🟣🟣🟣 June 2026 Monthly Report 🟣🟣🟣
June was eventful in many ways, and while the final result was not a massive jump, we still closed the month with a +4.43% gain.
That is a strong result, especially after the very aggressive performance earlier this year.
Even more importantly, this closes the... Mehr anzeigen Übersetzen
🔮 Casually Clueless Crystal Ball: memory, security, and a quieter earnings week
Nobody has a crystal ball, and if I did, it would probably be wrong at least half the time.
This week was unusually quiet for earnings, so there was no proper earnings post. After the rally we have had since the SpaceX... Mehr anzeigen Übersetzen
🔮 Casually Clueless Crystal Ball: Quiet Week, One Very Loud IPO
Nobody has a crystal ball.
This week, we almost do not need one.
The earnings calendar is very quiet compared to the last few weeks, and honestly that is not a bad thing. After several very active weeks, I am perfectly happy with a calmer... Mehr anzeigen Übersetzen
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Sat Aug 15 2026 09:40:13 GMT+0000 (Coordinated Universal Time)