Beatriz

[Beatriz @Bia42175]

@DWessel35 Yes. But as @fintegrate once said (I think it was him): “I prefer not to miss a winner” than just sticking to a hard rule of having few stocks.
Also, my idea is to let the portfolio concentrate itself overtime and cut the smaller positions (the underperformers)

[Beatriz @Bia42175]

Top 10 (70%):
$RBRK
$META
$AMD
$MELI
$NFLX
$NU
$SHOP
$SE
$AXON
$AMZN
Smaller: $DLO $APP $CAVA $CELH $TMDX $NVDA
Rest: $RDDT $CRDO $RKLB $FICO $DUOL

[Beatriz @Bia42175]

Jensen, for me, is an example that geniouses don’t need to be polarizing. He is a visionary, outstanding operator and leader, but also relatable, likeable and what appears to be a nice guy.
$NVDA

[Beatriz @Bia42175]

@QualityInvest5 $VEEV and cyber security companies

[Beatriz @Bia42175]

Bought tiny bit of $RKLB and $AXON

[Beatriz @Bia42175]

@TheWiseIC Very cool!

[Beatriz @Bia42175]

@amitisinvesting $AXON

[Beatriz @Bia42175]

@SayNoToTrading @Fierce__beast Pretty price: 399.60$

[Beatriz @Bia42175]

@YodaStockInvest $AXON if it reaches low 300s, 200s would be amazing

[Beatriz @Bia42175]

My sensations with $MELI are quite unique. It has been a frustrating stock owning it since April 2024 but, at the same time, today it’s one of the companies I feel most confident in and believe it will be a much bigger company.

[Beatriz @Bia42175]

@SayNoToTrading $APP

[Beatriz @Bia42175]

@CapexAndChill I know this is not guidance, but look at management’s track record, they usually don’t over-promise and under-deliver.

[Beatriz @Bia42175]

@CapexAndChill People don’t give credit to management and don’t listen to calls. Management mentioned 2030 aspirations around ~$78B revenue, ~$30B operating income, so ~11% revenue CAGR and 17% operating-income from today. +1% share buyback, ~18 EPS CAGR. 20 PE, 139$ in 2030. Am I being crazy?

[Beatriz @Bia42175]

@davey_juice Started a position this year with 397$. Would love to make it a bigger position, low 300s would be nice, in the 200s would be amazing.

[Beatriz @Bia42175]

@PrivPubInvestor What are your thoughts on Bloom Energy clearly winning shelf space and how that can impact brand Celsius reacceleration, if any, in 2027?

[Beatriz @Bia42175]

@MF_Camillus $NU shareholder here and I ALWAYS like to hear the bear case, so thanks for that.

[Tom Collins @thetomcollins]

$APP AXON pixel installs up 11.74%

13,105 → 14,644

The BIGGEST WoW increase I’ve seen. I’m buying more shares tomorrow 🤩

[Beatriz @Bia42175]

@Invesquotes Netflix and Duolingo earnings calls are the best 👌

[Evan @StockMKTNewz]

$AMD STOCK JUST CLIMBED OVER A $1 TRILLION MARKET CAP FOR THE FIRST TIME

[Jonah Lupton @JonahLupton]

Not sure @LisaSu gets enough credit for turning around $AMD — when she took over 12 years ago the market cap was under $3 billion and today it hit $1 trillion