Koen

High-Tech Engineer / Learning Investor.

[Koen @KoeVeek]

Growth Portfolio by size ~September:

$NVDA
$MELI
$CRWD
$AMD
$NET
$SE
$TSLA
$NU
$LYTE
$ZS
$PLTR
$DRAM
$NBIS
$AIPO
$TTD

Initiated: $NBIS $DRAM $LYTE $AIPO
Closed:
Added: $SE
Trimmed:

[Koen @KoeVeek]

Added $LYTE

[Koen @KoeVeek]

Added $DRAM

[Koen @KoeVeek]

Initiated $AVGO at 345

[Koen @KoeVeek]

@babyfolio What about $LYTE next to $DRAM ?

[Koen @KoeVeek]

@LASERindexmgmt AI adoption is still growing and has not touched a lot of industries and the general population. And aren't humans replaced by ~compute historically in a lot of ways? Why would this not continue?

[Koen @KoeVeek]

@LASERindexmgmt Ofcourse there are multiple ways for tsmc to increase output, but what does it meant on top of a hollowed-out economy?

[Koen @KoeVeek]

Initiated $NBIS at 226

[Koen @KoeVeek]

Added $SE at 110

[Koen @KoeVeek]

Trimmed $CRWD at 225

[Koen @KoeVeek]

Trimmed $CRWD at 210

[Koen @KoeVeek]

Added $MELI at 1790

[Koen @KoeVeek]

Growth Portfolio by size ~August:

$CRWD
$NVDA
$MELI
$AMD
$NET
$SE
$TSLA
$NU
$ZS
$PLTR
$TTD

Initiated: $PLTR
Closed:
Added: $NVDA
Trimmed:

[Koen @KoeVeek]

Added $NVDA at 193

[Koen @KoeVeek]

Added $PLTR at 119

[Koen @KoeVeek]

Initiated $PLTR at 129

[Koen @KoeVeek]

Added $NVDA at 202.5

[Koen @KoeVeek]

Growth Portfolio by size ~July:

$CRWD
$AMD
$NVDA
$MELI
$SE
$TSLA
$NET
$NU
$ZS
$TTD

Initiated:
Closed:
Added:
Trimmed:

[Koen @KoeVeek]

Growth Portfolio by size ~June:

$CRWD
$NVDA
$AMD
$MELI
$NET
$TSLA
$SE
$NU
$ZS
$TTD

Initiated:
Closed:
Added:
Trimmed: