Xuan Lap Tran
Xuan Lap Tran @leonard157

Performance
All

1.01%2026
2026
25.20%2025
2025
48.23%2024
2024
79.62%2023
2023
-44.71%2022
2022
14.94%2021
2021
160.13%2020
2020
160.1%0%-160.1%
Xuan Lap Tran
๐Ÿ“ฃ ๐—˜๐—”๐—ฅ๐—ก๐—œ๐—ก๐—š๐—ฆ ๐—ช๐—˜๐—˜๐—ž ๐—”๐—›๐—˜๐—”๐—— โ€” ๐—ช๐—›๐—ข ๐—•๐—˜๐—”๐—ง๐—ฆ? This week is a nice โ€œmini cross-sectionโ€ of the economy: mix of airlines + Wall Street + transport. The results could set the tone for the rest of January. ๐Ÿ“… ๐—ž๐—ฒ๐˜† ๐—ฟ๐—ฒ๐—ฝ๐—ผ๐—ฟ๐˜๐˜€ ๐˜๐—ผ ๐˜„๐—ฎ๐˜๐—ฐ๐—ต โœ… Tue Jan 13: Delta ($DAL (Delta Air Lines... Show More
Xuan Lap Tran
๐—ง๐—ต๐—ฒ ๐Ÿฏ ๐˜๐—ต๐—ถ๐—ป๐—ด๐˜€ ๐˜๐—ต๐—ฎ๐˜ ๐—ฎ๐—ฐ๐˜๐˜‚๐—ฎ๐—น๐—น๐˜† ๐—บ๐—ฎ๐˜๐˜๐—ฒ๐—ฟ ๐˜๐—ต๐—ถ๐˜€ ๐˜„๐—ฒ๐—ฒ๐—ธ (๐—ป๐—ผ๐˜ ๐—ท๐˜‚๐˜€๐˜ ๐—ต๐—ฒ๐—ฎ๐—ฑ๐—น๐—ถ๐—ป๐—ฒ๐˜€) Happy Sunday โ€” Jan 11, 2026 โ˜•๏ธ Instead of a โ€œheadline dumpโ€, here are ๐Ÿฏ ๐˜๐—ต๐—ฒ๐—บ๐—ฒ๐˜€ Iโ€™m watching that (๐—œ๐— ๐—ข) actually move markets in the week ahead: ๐Ÿ’ณ ๐—–๐—ฟ๐—ฒ๐—ฑ๐—ถ๐˜ ๐—บ๐—ฎ๐—ฟ๐—ธ๐—ฒ๐˜๐˜€... Show More
Xuan Lap Tran
๐—˜๐˜ƒ๐—ฒ๐—ป ๐˜๐—ต๐—ฒ ๐˜๐—ผ๐—ฝ ๐—ณ๐˜‚๐—ป๐—ฑ ๐—บ๐—ฎ๐—ป๐—ฎ๐—ด๐—ฒ๐—ฟ๐˜€ ๐—ฑ๐—ผ๐—ปโ€™๐˜ โ€œ๐—ธ๐—ป๐—ผ๐˜„โ€ ๐˜„๐—ต๐—ฎ๐˜โ€™๐˜€ ๐—ป๐—ฒ๐˜…๐˜ ๐Ÿคทโ€โ™‚๏ธ๐Ÿ“‰๐Ÿ“ˆ One of the healthiest investing habits is accepting a simple truth: ๐—ด๐—ผ๐—ผ๐—ฑ ๐—ฟ๐—ฒ๐˜€๐˜‚๐—น๐˜๐˜€ ๐—ฑ๐—ผ๐—ปโ€™๐˜ ๐—ฒ๐—พ๐˜‚๐—ฎ๐—น ๐—ฐ๐—ฒ๐—ฟ๐˜๐—ฎ๐—ถ๐—ป๐˜๐˜†. Even the bestโ€”people with huge research teams, data feeds, and decades... Show More
Xuan Lap Tran
๐——๐—ฎ๐˜† ๐˜๐—ฟ๐—ฎ๐—ฑ๐—ถ๐—ป๐—ด ๐—ถ๐˜€ (๐—ธ๐—ถ๐—ป๐—ฑ ๐—ผ๐—ณ) ๐—ฎ ๐—บ๐˜†๐˜๐—ต โ€” ๐—ฎ๐—ป๐—ฑ ๐—ต๐—ฒ๐—ฟ๐—ฒโ€™๐˜€ ๐˜„๐—ต๐˜† ๐Ÿค”๐Ÿ“‰ Every cycle I see the same buzzwords come back ๐Ÿ”๐Ÿ‘‡ โ€œ๐—ง๐—ถ๐—บ๐—ฒ ๐˜๐—ต๐—ฒ ๐—บ๐—ฎ๐—ฟ๐—ธ๐—ฒ๐˜.โ€ โ€œ๐—™๐—ข๐— ๐—ข.โ€ โ€œ๐—ฃ๐˜‚๐—บ๐—ฝ & ๐—ฑ๐˜‚๐—บ๐—ฝ.โ€ โ€œ๐—•๐˜‚๐—ฏ๐—ฏ๐—น๐—ฒ.โ€ โ€œ๐—”๐—น๐—ด๐—ผ๐˜€.โ€ ๐Ÿš€๐Ÿซง And of courseโ€ฆ โ€œ๐—ง๐—ฒ๐—ฐ๐—ต๐—ป๐—ถ๐—ฐ๐—ฎ๐—น ๐—ฎ๐—ป๐—ฎ๐—น๐˜†๐˜€๐—ถ๐˜€ ๐˜„๐—ถ๐—น๐—น... Show More
Xuan Lap Tran
๐ŸŽฏ ๐—ง๐—ต๐—ฒ ๐Ÿฑ-๐—Ÿ๐—ถ๐—ป๐—ฒ ๐—ง๐—ต๐—ฒ๐˜€๐—ถ๐˜€: ๐—›๐—ผ๐˜„ ๐—œ ๐˜๐˜‚๐—ฟ๐—ป ๐—ฎ ๐˜€๐˜๐—ผ๐—ฐ๐—ธ ๐—ถ๐—ป๐˜๐—ผ ๐—ฎ ๐—ฐ๐—น๐—ฒ๐—ฎ๐—ฟ โ€œ๐—ข๐—ช๐—ก / ๐——๐—ข๐—กโ€™๐—ง ๐—ข๐—ช๐—กโ€ (๐—ฎ๐—ป๐—ฑ ๐—ถ๐—ด๐—ป๐—ผ๐—ฟ๐—ฒ ๐—ป๐—ผ๐—ถ๐˜€๐—ฒ) ๐Ÿ”‡๐Ÿ“ˆ Markets in 2026 will keep doing what they do best: ๐—ฝ๐—ฟ๐—ผ๐—ฑ๐˜‚๐—ฐ๐—ถ๐—ป๐—ด ๐—ป๐—ผ๐—ถ๐˜€๐—ฒ. Headlines, hot takes, FOMOโ€ฆ it never stops. So hereโ€™s my simplest... Show More
Xuan Lap Tran
๐ŸŽ† ๐—›๐—ฎ๐—ฝ๐—ฝ๐˜† ๐—ก๐—ฒ๐˜„ ๐—ฌ๐—ฒ๐—ฎ๐—ฟ ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฒ, ๐—ฒ๐—ง๐—ผ๐—ฟ๐—ผ ๐—ณ๐—ฎ๐—บ๐—ถ๐—น๐˜†! ๐ŸŽ‰ For my first post of 2026, hereโ€™s a quick โ€œ๐—ต๐—ผ๐˜„-๐˜๐—ผโ€ that keeps me sane (and consistent) when markets get loud: ๐—ฏ๐˜‚๐—ถ๐—น๐—ฑ๐—ถ๐—ป๐—ด ๐—ฎ ๐—ฝ๐—ผ๐—ฟ๐˜๐—ณ๐—ผ๐—น๐—ถ๐—ผ ๐˜๐—ต๐—ฎ๐˜ ๐—ฐ๐—ฎ๐—ป ๐˜๐—ฎ๐—ธ๐—ฒ ๐—ฎ ๐—ต๐—ถ๐˜โ€ฆ ๐—ฎ๐—ป๐—ฑ ๐—ธ๐—ฒ๐—ฒ๐—ฝ ๐—บ๐—ผ๐˜ƒ๐—ถ๐—ป๐—ด. Think of it... Show More
Xuan Lap Tran
๐—ข๐—ฝ๐—ฒ๐—ป๐—”๐—œ: ๐—ด๐—ฟ๐—ผ๐˜„๐˜๐—ต ๐—ด๐—ผ๐—น๐—ถ๐—ฎ๐˜๐—ต? ๐Ÿค–๐Ÿ“ˆ ๐—ฉ๐—ฎ๐—น๐˜‚๐—ฎ๐˜๐—ถ๐—ผ๐—ป: ~$๐Ÿฏ๐Ÿฌ๐Ÿฌ๐—ฏ round in Mar 2025, with more recent marks closer to ~$๐Ÿฑ๐Ÿฌ๐Ÿฌ๐—ฏ, on โ‰ˆ$๐Ÿญ๐Ÿฏ๐—ฏ 2025 revenue โ†’ roughly ๐Ÿฎ๐Ÿฐโ€“๐Ÿฐ๐Ÿฌ๐˜… ๐˜€๐—ฎ๐—น๐—ฒ๐˜€. ๐—–๐—ฎ๐˜€๐—ต ๐—ฑ๐˜†๐—ป๐—ฎ๐—บ๐—ถ๐—ฐ๐˜€: โ‰ˆ$๐Ÿต๐—ฏ cash burn this year; cumulative cash burn guided around $๐Ÿญ๐Ÿญ๐Ÿฑ๐—ฏ... Show More
Xuan Lap Tran
๐—ช๐—ต๐˜† ๐—บ๐˜† ๐—ด๐—ผ๐—ฎ๐—น ๐—ถ๐˜€ ๐Ÿญ๐Ÿฑ% ๐—ฝ.๐—ฎ., ๐—ป๐—ผ๐˜ ๐Ÿฎ๐Ÿฌโ€“๐Ÿฎ๐Ÿฑ% ๐Ÿ“ˆ๐Ÿค” I recently got a great question: โ€œ๐—ฌ๐—ผ๐˜‚ ๐—ฑ๐—ถ๐—ฑ ๐Ÿณ๐Ÿต.๐Ÿฒ๐Ÿฎ% ๐—ถ๐—ป ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฏ, ๐Ÿฐ๐Ÿด.๐Ÿฎ๐Ÿฏ% ๐—ถ๐—ป ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฐ, ๐—ฎ๐—ป๐—ฑ ๐Ÿฎ๐Ÿฎ.๐Ÿฌ๐Ÿด% ๐˜€๐—ผ ๐—ณ๐—ฎ๐—ฟ ๐—ถ๐—ป ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฑ. ๐—ฆ๐—ผ ๐˜„๐—ต๐˜† ๐—ถ๐˜€ ๐˜†๐—ผ๐˜‚๐—ฟ ๐˜๐—ฎ๐—ฟ๐—ด๐—ฒ๐˜ ๐˜€๐˜๐—ถ๐—น๐—น ๐Ÿญ๐Ÿฑ% ๐—ฎ๐—ป๐—ป๐˜‚๐—ฎ๐—น๐—ถ๐˜€๐—ฒ๐—ฑ? ๐—ช๐—ต๐˜† ๐—ป๐—ผ๐˜... Show More
Xuan Lap Tran
๐Ÿš€ ๐—”๐—œ ๐— ๐—ฒ๐—ด๐—ฎ๐—ฐ๐—ฎ๐—ฝ๐˜€: ๐—ข๐˜ƒ๐—ฒ๐—ฟ๐—ต๐—ฒ๐—ฎ๐˜๐—ถ๐—ป๐—ด ๐—ผ๐—ฟ ๐—ข๐—ฝ๐—ฝ๐—ผ๐—ฟ๐˜๐˜‚๐—ป๐—ถ๐˜๐˜†? ๐Ÿ˜‰ ๐Ÿง  ๐Ÿญ) ๐—™๐˜‚๐—ป๐—ฑ๐—ฎ๐—บ๐—ฒ๐—ป๐˜๐—ฎ๐—น๐˜€ โ‰  ๐—ฏ๐—ฟ๐—ผ๐—ธ๐—ฒ๐—ป โ€“ ๐—ท๐˜‚๐˜€๐˜ ๐—ฏ๐—ฒ๐—ต๐—ถ๐—ป๐—ฑ ๐—ฝ๐—ฟ๐—ถ๐—ฐ๐—ฒ AI spend, cloud growth and enterprise capex are still strong. But share prices in leaders like $NVDA (NVIDIA Corporation) , MSFT, AVGO and... Show More
Xuan Lap Tran
๐—–๐—ฎ๐—น๐—บ ๐— ๐—ฎ๐˜€๐˜๐—ฒ๐—ฟ๐˜†: ๐—ฆ๐˜๐—ฎ๐˜†๐—ถ๐—ป๐—ด ๐—ฅ๐—ฎ๐˜๐—ถ๐—ผ๐—ป๐—ฎ๐—น ๐—ช๐—ต๐—ฒ๐—ป ๐— ๐—ฎ๐—ฟ๐—ธ๐—ฒ๐˜๐˜€ ๐—š๐—ฒ๐˜ ๐—Ÿ๐—ผ๐˜‚๐—ฑ ๐Ÿ˜Œ If youโ€™ve ever opened your portfolio, seen a wall of red and felt your stomach dropโ€ฆ yeah, same ๐Ÿ˜… The difference between panic and calm isnโ€™t โ€œbeing a robotโ€ โ€“ itโ€™s having a simple mental script ready... Show More

About Xuan Lap Tran
Australia
Strategy: Growth

CRE Professional|๐Ÿญ๐Ÿฌ+ Yrs Investing - US Equities Focus|RE Developer|Tech Enthusiast
Show Full Bio
20 Copiers
1.4K Followers