Julian Verhun

Long-term growth investor focusing on tech & AI ($AMD, $PLTR,$AMZN). Breaking down portfolio updates, entry points, and actionable strategies. Start here.👇

[Julian Verhun @JulianVerhun]

How I'm building a multi-million dollar growth stock portfolio (and the exact holdings inside it).

My strategy focuses on long-term positions in market-leading tech, AI infrastructure, and high-conviction growth plays.

Here are the top 10 holdings in my portfolio, thesis for each stock, and my 5 core rules for holding: 👇 🧵

$AMD
$META
$AMZN
$PLTR
$GOOGL
$CAKE
$MU
$ELF
$NVDA
$SOFI

[Julian Verhun @JulianVerhun]

@kevinxu Well good morning

[Julian Verhun @JulianVerhun]

Screens off for the night. Going for a walk to unwind.

How do you guys clear your head after a volatile day in the market ?

[Julian Verhun @JulianVerhun]

@The_RockTrading $200 plus coming our way

[Julian Verhun @JulianVerhun]

@realMeetKevin It’s all about how long can tech stocks grow their earnings. Whenever those peak we’re in trouble

[Julian Verhun @JulianVerhun]

@InvestingAddict Hermes

[Julian Verhun @JulianVerhun]

@HolySmokas $ELF it’s time to climb on the shelf

[Julian Verhun @JulianVerhun]

@CarsonTalkMoney Keep going

[Julian Verhun @JulianVerhun]

@MsVeilMoney Is that really a dip ?

[Julian Verhun @JulianVerhun]

@The_Money_Buddy I agree with that

[Julian Verhun @JulianVerhun]

@ZaStocks $NVDA is the one with all the news and growth already priced in

[Julian Verhun @JulianVerhun]

@BrianFeroldi You just need the money to invest. Don’t forget that part

[Julian Verhun @JulianVerhun]

@EllisInvest I’ll take that.

[Julian Verhun @JulianVerhun]

@mike_h1990 Consolidating

[Julian Verhun @JulianVerhun]

@EllisInvest Yeah there’s no point to make a lot of money if you don’t enjoy some things, life is short

[Julian Verhun @JulianVerhun]

These are the two best performers in my portfolio today
$MU
$ELF
Who else owns $ELF ? Not the most famous stock.

[Julian Verhun @JulianVerhun]

@NotA_Bull Because of interest rates.

[Julian Verhun @JulianVerhun]

@LayahHeilpern Probably because Tom Lee is pushing ETH

[Julian Verhun @JulianVerhun]

@LayahHeilpern This time is different. Famous last words.

[Julian Verhun @JulianVerhun]

@NotA_Bull $SOFI

[Julian Verhun @JulianVerhun]

@RadioGenoa Next French soccer national team