🚀 Closing In on +20% YTD — Despite the Volatility
My portfolio is now approaching +20% YTD in 2026 📈 — and what makes this milestone particularly meaningful is the environment we've had to navigate to get here.
This year has been anything but a straight line.
We've faced sharp market corrections,... Show More
🌊 Markets May Be Underestimating the Scale of This Earnings Wave
Most investors are still not fully appreciating the magnitude of the growth cycle we are experiencing.
With around 88% of S&P 500 companies having reported earnings, year-over-year earnings growth is running at an extraordinary 50.4%.... Show More
🚀 $SPCX (Space Exploration Technologies Corp) ,AI & the Next Industrial Revolution
SpaceX’s new chip manufacturing ambitions in Texas are about much more than simply building another semiconductor factory. The bigger vision appears to be a vertically integrated ecosystem where AI, robotics, energy... Show More
🇺🇸🤖 AI Is Becoming a Major Engine of the U.S. Economy
Artificial intelligence is no longer just a technology story — it is increasingly becoming an economic growth story.
Private-sector investment in AI-related categories surged by roughly $300 billion year-over-year in Q2 2026, an increase of around... Show More
$UBER (Uber Technologies Inc.) just reminded the market of one of the most important investing lessons: a great company and a great stock reaction are not always the same thing. 🚖📈
On paper, this was another solid quarter.
✅ Gross Bookings reached $58.0B, growing 24% YoY and beating expectations.
✅... Show More
$SPCX (Space Exploration Technologies Corp) first public earnings report created a lot of excitement. 🚀 The headline numbers looked outstanding... yet the market still sent the stock lower today. So what's really going on? 🤔📉
At first glance, the results were impressive:
📈 Revenue surged to... Show More
One of the biggest investing lessons of 2026 is unfolding right in front of us. 📊
At the start of the year, Nvidia was the name everyone couldn't stop talking about. AI was the only story that seemed to matter, and many investors believed there would be one clear winner.
Fast forward to today,... Show More
$PLTR (Palantir Technologies Inc.) just reminded the market why execution matters. 🚀
The company delivered another exceptional quarter, beating Wall Street expectations on both revenue and earnings while continuing to post extraordinary growth across both its commercial and government businesses.... Show More
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Tue Aug 11 2026 09:31:23 GMT+0000 (Coordinated Universal Time)