$NVDA (NVIDIA Corporation) — Nvidia just licensed core inference IP from Groq and hired key engineers. This is about broadening Nvidia’s software moat (making more models run efficiently on Nvidia hardware) rather than a splashy product launch. It reinforces the “AI infrastructure first” thesis we hold:... Show More
Update on our stocks & new entry;
$NVO (Novo-Nordisk A/S SPONS ADR) (Novo Nordisk) — Novo yesterday reported positive Phase 2 data for amycretin (injectable and oral) showing meaningful weight-loss and HbA1c reductions in T2D, with Phase 3 targeted for 2026. Our takeaway: the obesity/diabetes platform... Show More
We’re keeping our barbell intact and disciplined today. $NVDA (NVIDIA Corporation) remains our quality-growth anchor in AI infrastructure; we only add on clear, high-conviction setups—no chasing strength. $GFI (Gold Fields Ltd-ADR) continues to serve as our gold-backed defense, sized to stabilize the... Show More
📊 Poll: If one of your strongest holdings drops 10% in a week — do you buy more or wait it out?
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Novo Nordisk $NOVO-B.CO (Novo Nordisk B A/S) – Why a dip doesn’t break the thesis
The recent pullback in $NOVO-B.CO has raised eyebrows — but price action ≠ business collapse. This dip is driven by... Show More
Our portfolio remains well-positioned, and while we haven’t made any new entries this month, that doesn’t mean we’re standing still. Quite the opposite — we’re actively watching the broader macro landscape unfold, with growing signals that point toward pivotal shifts in the coming months.
The market’s... Show More
We’re up 11% year-to-date, with the last two months driving the majority of that growth. The markets have been gradually stabilizing and adapting to the ongoing shifts in geopolitical dynamics including trade agreements, shifting alliances, tariffs, and regional conflicts. Overall, we remain confident... Show More
Is trump a genius? Or a goose?
Our portfolio remains centered around gold-focused companies. This reflects the growing uncertainty around whether the US will continue to lead as a technological and financial powerhouse. We’re seeing major geopolitical shifts, and more and more countries are expressing... Show More
We talked about “The Gold Squeeze” 2 weeks ago — it’s taken effect. We’re still monitoring the commodity, but we expect to offload more of our holdings when gold hits highs around 3.3 to 3.4. That’s where we anticipate a shift toward greater geopolitical stability.
(Note: This is not the portfolio update... Show More
We are going to make a more detailed post regarding the current market vs our portofolio. We're going to talk about what and how we peoject and interpet the situation for some of our holdings. As some may be worried, who wouldn't right? Since trumps inaguration, the markets been plummeting, not... Show More
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Fri Jan 23 2026 09:32:12 GMT+0000 (Coordinated Universal Time)