Recent Posts
My Past 11 Articles on Patreon
// Previous Articles $ENPH // Enphase Energy $UBER // Uber Technologies We, Roboted (free) $MSTR //…
$TSLA // Tesla
// THESIS Tesla is an AI+robotics company masquerading as an EV car company. With a…
Portfolio Management // Green Garage Stock Watchlist
TBH I find portfolio management one of the harder aspects of stock market investing. So…
$NVDA // Nvidia: robot brain matter and multiples
// THESIS Nvidia make robot brain matter and are thus now a humanoid robot company….
Questrade Ad Blitz & Compound Annual Growth Rates
My hockey team is in the playoffs this year so I’ve been watching the games…
$SBUX // Starbucks
Cover image borrowed from Starbucks Secret Menu: 60 Best Drinks to Order in 2024. Every…
$META – Meta Platforms (Plus a Peak Behind the Scenes)
Sector // Communication Services | Interactive Media & Services Risk Reward Ratio = 35.6% //…
$NVO – Novo Nordisk (Plus a Peak Behind the Scenes)
Sector // Healthcare | Pharmaceuticals Strike Price = US$114 at 50% MoS (margin of safety)…
2024 Predictions
Happy new year! 🥂 We are now getting into the meat of the 2020s. Gordon…
Just Nuke It
1.5 years ago, after Putin decided to pummel his neighbours, I researched some stocks in…
$SMCI // Can servers continue selling like hotcakes?
Super Micro Computer » SMCI // Tech Sector // Strike Price = $xx {subscribe} The…
Taylor Swift
Now that I have your attention 🙂 I’ve come across a couple ideas the last…
$SPHR // Vegas Sphere: iconic, expensive and speculative
Sphere Entertainment » SPHR // Communications Sector // Strike Price = $xx {subscribe} // THESIS…
Turning lemons into lemonade: Does $W deserve a short squeeze?
The short interest of Wayfair ($W), the online retailer of home furnishings and decor, is…
$BE // Fuel Cells Finally Ready to Bloom Microgrids
Bloom Energy » BE // Industrials Sector // Strike Price = $xx {subscribe} // THESIS…
$TSLA // Enough Catalysts For Ya?
Tesla » TSLA // Consumer Discretionary Sector // Strike Price = $282 {subscribe: we are…
$CROX // Fugly Footwear For All Frames
Crocs » CROX // Consumer Discretionary Sector // Strike Price = $xx {subscribe} // THESIS…
$ENPH // Empowering Solar Powered Homes
Previous Enphase Post: Green energy nerd alert!! Enphase » ENPH // Info Tech Sector //…
$NVEI // We Love Them, We Love Them Not 🌼
Nuvei » NVEI // Financials Sector // Strike Price = $xx {subscribe} // 🍑 〰️…
$EQIX // More Data = More Data Centers (ad infinitum)
Equinix » EQIX // Real Estate Sector // Strike Price = $xx {subscribe} // 🍑…
$GP // EV Star Shuttles into BEAST Mode
GreenPower Motor » GP // Industrials Sector // Strike Price = $xx {subscribe} // 🍑…
$HUT // Down, Set, Hut … TD or INT?
Hut 8 Mining » HUT + TSE:HUT // Financials Sector // Strike Price = $xx…
$UPST // Upstart Restarts Their AI Lending Platform Engine
Upstart » UPST // Financials Sector // Strike Price = $xx {subscribe} // 🍑 〰️…
$ETHX // Ethereum, Bitcoin’s Little Bro
CI Galaxy Ethereum ETF » ETHX.U // Financial Sector // Strike Price = US$xx {subscribe}…
$BTCX // Bitcoin, you are a strange and wonderful creation
Strike Price updated Jul 7, 2023 CI Galaxy Bitcoin ETF » BTCX.U // Financial Sector…
EVs and Oil Demand
How much will EVs reduce oil usage? 200M cars/light trucks (cars) are insured in the…
$HD // Gotta Have the Right Tool for the Job
Home Depot » HD // Consumer Discretionary Sector // Strike Price = $xx {subscribe} NOTE:…
$ATZ // Sustainable Expansion of Everyday Luxury Fashion
Aritzia » ATZ // Consumer Discretionary Sector // Strike Price = $xx {subscribe} Update: Jul…
$ARKG + $XBI // Golden Crosses and the biotech/genomics revolution
ARK Genomic Revolution ETF » ARKG // Healthcare Sector // Strike Price = $xx {subscribe}…
$SPOT // It’s getting better all the time
Spotify » SPOT // Communications Sector // Strike Price = {subscribe} // 🍑 〰️ We…