๐ 6-Month Performance Update
Weโre now in the middle of December, and I wanted to share a quick look back at the last 6 months.
The first three months of the 2025 were honestly a tough start for the portfolio. Some positions didnโt work as planned, and the performance was not where I wanted it to be.... Mostrar mรกs Traducir
๐ Quick Take on $OXM (Oxford Industries Inc)
Buy now or waitโ
Hi everyone,
Hope you all have started a great Friday. I just wanted to share a quick update on Oxford Industries (OXM), which was down extremely yesterday (above -21%), the company behind Tommy Bahama, Lilly Pulitzer, Johnny Was and a... Mostrar mรกs Traducir
Enjoy the rally ๐๐๐
Massachusetts Legalizes Consumption Lounges: On December 11, the Massachusetts Cannabis Control Commission voted unanimously to allow social consumption permits, clearing the way for cannabis cafes and event venues in the state. This move is expected to open up new market opportunities.
$CGC... Mostrar mรกs Traducir
$KLAR (Klarna Group plc) Update
๐๏ธโ๐จ๏ธTechnical Levels, Momentum & What Comes Next
KLAR continues to behave exactly as I expected from a newly-listed, high-growth fintech: volatile, range-bound, but forming a cleaner structure week by week.
๐ Key Technical Levels
From the chart I have shared... Mostrar mรกs Traducir
๐๏ธ Why I Added $STUB (StubHub Holdings, Inc) to My Watchlistโ
Yesterday, I opened a small starter position in StubHub and added it to my watchlist for a potential long-term play. Let me explain why in a simple way.
StubHub is the biggest global marketplace for live event tickets, concerts, sports,... Mostrar mรกs Traducir
Weekly Market Update
โ๐จโโ๐ทโโ๐ฆโโ๐ธโโ๐ญโ โ๐ฎโโ๐ธโ โ๐จโโ๐ดโโ๐ฒโโ๐ฎโโ๐ณโโ๐ฌโโโโ
The market came into December with strong momentum, and the โcrash is comingโ narrative looks more like background noise than a real thesis right now. Big US banks now see ~10% upside for the $SPX500 in 2026, supported by... Mostrar mรกs Traducir
Soโฆ Charles Hoskinson just dropped a one-liner on X:
โ๐๐จ๐ง๐๐๐ฒ ๐ข๐ฌ ๐ ๐จ๐ข๐ง๐ ๐ญ๐จ ๐๐ ๐ ๐ ๐จ๐จ๐ ๐๐๐ฒ.โ
Thatโs it and honestly, it was enough to light up the whole ADA community๐ค.
ADA has been boring for weeks around $ 0.41, no hype, no narrative, nothing. Suddenly today weโre seeing a nice... Mostrar mรกs Traducir
๐ Nuclear Power & AI
3 Stocks on My Watchlist
Over the past 2 years, everyone has been talking about AI models, GPU demand, and data-center expansion. But the real bottleneck isnโt chips anymore, itโs ๐ฉ๐จ๐ฐ๐๐ซ. Data centers consume huge amounts of electricity, and the next wave of AI (training... Mostrar mรกs Traducir
$CHPT (Chargepoint Holdings Inc.) ๐
ChargePoint Holdings jumped after market close following a stronger-than-expected Q3 report.
The company delivered:
โ๏ธ Revenue of $105.7M, up 6.1% YoY, beating Wall Street expectations
โ๏ธ Next-quarter guidance at $ 105M (midpoint) , about 2.5% above analyst estimates
โ๏ธ... Mostrar mรกs Traducir
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