🚀 Adding $ICHR (Ichor Holdings Ltd) to Our Portfolio: AI Infrastructure Growth at a Growth-Adjusted Valuation
A mission-critical semiconductor supplier benefiting from AI capex, higher tool complexity, and improving margins.
This month, I’m adding Ichor Holdings to the portfolio after identifying... Show More
🚀 Adding $FN (Fabrinet) to Our Portfolio: AI Optical Infrastructure Growth
A Quiet Manufacturing Powerhouse Behind Next-Generation Networks
This month, I’m adding Fabrinet to the portfolio after identifying a strong Quality / Growth Momentum setup inside AI infrastructure and optical networking. My... Show More
🚀 Adding $NEXA (Nexa Resources SA) to Our Portfolio: Quality Value in a Diversified Metals Cycle
Zinc Strength, Multi-Metal Exposure, and Attractive Valuation
This month, I’m adding Nexa Resources to the portfolio after identifying a strong Quality Value / Growth Momentum setup in metals and mining.... Show More
🚀 Adding $SNEX (StoneX Group Inc) to Our Portfolio: Quality Value in a Volatility-Driven Financial Platform
A Global Market Access Business With Record Profit Momentum
This month, I’m adding StoneX Group to the portfolio after identifying a strong Quality Value / Growth Momentum setup in financial... Show More
🚀 Adding $SNDK (Sandisk Corp/DE) to Our Portfolio: AI Storage Growth at a Growth-Adjusted Valuation
A Legacy Flash Brand Rewired Into an AI Data Infrastructure Enabler
This month, I’m adding Sandisk to the portfolio after identifying a strong Quality / Growth Momentum setup inside AI-driven storage.... Show More
🚀 Adding $MXL (MaxLinear Inc) to Our Portfolio: AI Connectivity Momentum With High-Growth Optionality
A Hidden Infrastructure Enabler Behind Faster Data Movement
This month, I’m adding MaxLinear to the portfolio after identifying a high-risk, high-upside Growth Momentum setup inside AI infrastructure.... Show More
🚀 Adding $B (Barrick Mining Corp) to Our Portfolio: Gold Strength With Copper Growth Leverage
A Global Miner With Defensive Value and Long-Term Metals Upside
This month, I’m adding Barrick Mining Corporation to the portfolio after identifying a strong Quality / Growth Momentum setup in precious and... Show More
🚀 Adding $NEM (Newmont Mining Corp) to Our Portfolio: Gold Momentum With Quality Fundamentals
A Global Mining Leader With Defensive Strength and Upside Leverage
This month, I’m adding Newmont Corporation to the portfolio after identifying a strong Quality / Growth Momentum setup in gold and metals.... Show More
🚀 Adding $GM (General Motors Co) to Our Portfolio: Quality Value in an Auto Transformation Leader
A Legacy Automaker With Cash Flow, Discipline, and Structural Upside
This month, I’m adding General Motors to the portfolio after identifying a strong Quality Value setup: low valuation, improving earnings... Show More
🚀 Adding $CRDO (Credo Technology Group Holding Ltd) to Our Portfolio: AI Infrastructure Growth at a Growth-Adjusted Valuation
A Strategic Connectivity Leader Riding the AI Data Center Cycle
This month, I’m adding Credo Technology Group to the portfolio after identifying a strong long-term growth... Show More
📈 Bullish
100.00%
⚖️ Fairly valued
100.00%
📉 Too expensive
100.00%
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Thu Oct 15 2026 11:29:17 GMT+0000 (Coordinated Universal Time)