Dylan Weston
Dylan Weston @DylanWeston

Performance
All

4.91%2026
2026
23.36%2025
2025
52.46%2024
2024
24.70%2023
2023
-38.18%2022
2022
46.71%2021
2021
75.01%2020
2020
75.0%0%-75.0%
Dylan Weston
TOTO: The Toilet Company Quietly Becoming an AI Semiconductor Play Most investors know TOTO ($5332.JP) for toilets and its famous Washlet, which keeps your backside squeaky clean. But hidden inside the company is a rapidly growing semiconductor ceramics business and the numbers are becoming difficult... Show More
Dylan Weston
Zoom ($ZM) may have quietly created one of the best examples of strategic capital allocation in the AI era. Most investors still value Zoom as a video conferencing company. I think that's becoming an outdated way to look at the business. In 2023, Zoom made a relatively small strategic investment... Show More
Dylan Weston
*$GYG (ASX) - Has the downtrend finally broken?* From a technical analysis perspective, GYG has just done something it hasn't managed to do since listing... It has broken above its long-term downward trendline. Using Stan Weinstein's Stage Analysis, this could be the beginning of a Stage 1... Show More
Dylan Weston
When did Microsoft become "boring"? Five to ten years ago, Microsoft, Amazon and Netflix were some of the market's most exciting growth stocks. Investors couldn't get enough of them. Today, the conversation has changed. The spotlight has shifted toward newer AI companies, emerging... Show More
Dylan Weston
📊 Poll: Which investment theme are you most bullish on over the next 5 years? 🔹 Artificial Intelligence (AI) 🔹 Crypto 🔹 Another sector (tell us in the comments!) Personally, I believe AI is the most important investment theme of this decade. I think we're still in the early stages of a technological... Show More
Artificial Intelligence (AI)
100.00%
Crypto
100.00%
Other
100.00%
Dylan Weston
Palantir: From Our Biggest Winner to a Potential Bear Market I love Palantir as a business. In fact, it was the single biggest contributor to our portfolio performance last year. Back in 2023, while most investors had given up on the company, I began building a position using Stan Weinstein's... Show More
Dylan Weston
Is Google a Buy, Sell or Hold? For years, Warren Buffett said missing Google was one of his biggest investing mistakes. Now Berkshire Hathaway appears to be correcting that mistake in a very big way. In late 2025, Berkshire Hathaway revealed a multi-billion dollar position in Alphabet. Then reports... Show More
Buy
100.00%
Sell
100.00%
Hold
100.00%
Dylan Weston
The stock market feels a bit like airport turbulence right now. Everyone suddenly becomes a part-time economist, CNBC starts using dramatic red graphics, and your friend who bought one ETF in 2021 starts predicting “the collapse of capitalism.” A few reminders I keep coming back to: In Q1 this year,... Show More
Dylan Weston
Most investors still think of NVIDIA Corporation as “the graphics card company.” That may now be one of the biggest misunderstandings in modern investing. Because NVIDIA is no longer just selling chips. In many ways, NVIDIA is starting to resemble the Berkshire Hathaway of technology and AI. Not... Show More
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NVDA
NVIDIA Corporation
230.36
1.91 (0.84%)
Dylan Weston
The AI Bubble May Have Just Entered Its Second Leg My bullishness on the stock market is near all-time highs right now. I believe we could be entering the next explosive phase of the AI boom - the stage where capital floods beyond the mega caps and starts aggressively repricing the entire AI ecosystem. The... Show More

About Dylan Weston
Australia
Strategy: Multi-Strategy

80% Long term buy and hold investor. 20% Medium term swing trader.
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