Wealthy 40

Building wealth, one share at a time.
Always finding great companies.
Investing for future.

No investment advice.

[Wealthy 40 @wealthy_40]

Portfolio Update Dec 31, 2025 | MoM

PERFORMANCE PAST MONTH: 0.19%
2025: 34.75%

TOP 3🟢 $ADBE $SPGI $MSCI
BOTTOM 3🔴 $FICO $ASML $CEG

[Wealthy 40 @wealthy_40]

Portfolio Update Nov 29, 2025 | MoM

PERFORMANCE PAST MONTH: -2.82%
2025 YTD: 34.56%

TOP 3🟢 $GOOGL $FICO $SPGI
BOTTOM 3🔴 $ANET $PLTR $AMD

- Sold $AMAT; added to $META and $ADBE

[Wealthy 40 @wealthy_40]

- I'm building more on $ADBE, but $META dropped a lot after earnings.

-The financial sector took a big hit with $MA, $FICO, $MSCI, and $SPGI, but rebounded late in the month on Fed cut signals.

[Wealthy 40 @wealthy_40]

Portfolio Update Oct 31, 2025 | MoM

PERFORMANCE PAST MONTH: 12.42%
2025 YTD: 37.38%

TOP 3🟢 $AMD $GOOGL $ANET
BOTTOM 3🔴 $META $FICO $MA

- This month was my all-time high in the portfolio. The big win is AMD carrying the portfolio, followed by GOOGL with great earnings.

[Wealthy 40 @wealthy_40]

Oof, premarket futures are flashing red across the board

$SPY $QQQ

[Wealthy 40 @wealthy_40]

In conclusion, $ASML's Q3 report tells a story of two timelines. The near-term outlook is exceptionally strong, powered by the AI supercycle. This is contrasted by the major uncertainty of a geopolitical storm in 2026 due to the impending and significant decline in China revenue.

[Wealthy 40 @wealthy_40]

$ASML Q3 2025 Earnings

🟢 Sales were €7.5B with a 51.6% gross margin. The company forecasts a very strong Q4 with sales up to €9.8B, keeping it on track for 15% annual growth.

🟡 A major warning was issued: sales to China are expected to decline significantly in 2026.

[Wealthy 40 @wealthy_40]

$ASML 's 2026 outlook is conspicuously weak, suggesting potential stagnation ("not below 2025"). The company also failed to complete its €12B share buyback, and immense pressure now rests on Q4 to meet the annual growth guidance.

[Wealthy 40 @wealthy_40]

$ASML 's report highlights key trends. The AI investment boom is broadening from just logic chips to include DRAM memory producers. However, the report also gave its clearest warning yet: sales to China are expected to "decline significantly" in 2026.

[Wealthy 40 @wealthy_40]

Let's go $AMD 🚀🚀

OpenAI will designate AMD as a core compute partner, leveraging the MI450 series and rack-scale AI solutions.

[Wealthy 40 @wealthy_40]

Portfolio Update Sep 30, 2025 | MoM

PERFORMANCE PAST MONTH: 6.47%
2025 YTD: 24.96%

TOP 3🟢 $ASML $AMAT $PLTR
BOTTOM 3🔴 $SPGI $MA $FICO

-I sold $TSM to cut semiconductor exposure and $SGOV to buy $ADBE and add $SPGI post-dip, and plan to sell $AMAT next

[Wealthy 40 @wealthy_40]

Portfolio Update Aug 30, 2025 | MoM

PERFORMANCE PAST MONTH: 0.16%
2025 YTD: 18.49%

TOP 3🟢 $ANET $GOOGL $FICO
BOTTOM 3🔴 $AMT $CEG $AMD

- Semiconductors are taking a hit, possibly because $BABA might start making chips for China

[Wealthy 40 @wealthy_40]

Portfolio Update Jul 31, 2025 | MoM

PERFORMANCE PAST MONTH: 4.5%
2025 YTD: 18.33%

TOP 3🟢 $AMD $PLTR $ANET
BOTTOM 3🔴 $FICO $ASML $AMAT

- AMD crushed it this month, Chip stocks got hammered end of July
- FICO's down big, perfect time to buy
- $GOOGL, $META, $MSFT rocked Q2

[Wealthy 40 @wealthy_40]

$GOOGL Q2 2025

Revenue: $52.4B (+12% YoY), driven by AI Overviews (1.5B+ monthly users) and AI Mode boosting engagement.

Search retains 89.54% market share despite AI competitors.

EPS: $2.31, revenue: $96.4B (+14% YoY).

[Wealthy 40 @wealthy_40]

$TSM Q2 2025 results are 🔥

Record revenue of $30.07B (+38.6% YoY) and EPS of $2.47, crushing estimates.

Imagine the potential when 2nm chips start generating revenue. 📈

With a promising Q3 outlook ($31.8–$33B, +38% YoY)

[Wealthy 40 @wealthy_40]

$ASML is down 7%. After, Q2 2025 earnings, specifically its cautious 2026 growth outlook. 👀

[Wealthy 40 @wealthy_40]

Portfolio Update Jun 30, 2025 | MoM

PERFORMANCE PAST MONTH: 9.66%
2025 YTD: 13.83%

TOP 3🟢
$AMD $AMAT $TSM
BOTTOM 3🔴
$MA $MSCI $SPGI

-It’s been an incredible month; AMD is waking up, and all the semiconductors are too.
-I’m slowly continuing to add to $GOOGL

[Wealthy 40 @wealthy_40]

$META signs power agreement with $CEG 👀🔋

$CEG up 11% pre market 🟢

[Wealthy 40 @wealthy_40]

- I have been adding more shares of $GOOGL, plan to continue doing so.
- I’m slowing down buying $ANET right now because of NVIDIA’s Spectrum-X networking, but I’ll wait until next quarter to see the numbers and the CEO’s outlook.

[Wealthy 40 @wealthy_40]

Portfolio Update May 31, 2025 | MoM

PERFORMANCE PAST MONTH: 8.93%
2025 YTD: 4.17%

TOP 3🟢
$CEG $NVDA $AMD
BOTTOM 3🔴
$FICO $ANET $AMAT

-This is another best month. Portfolio is turning green after a long time in the red. I wish FICO would drop further so I can buy more shares.