Category: Sectors
$NVDA // Nvidia: robot brain matter and multiples
// THESIS Nvidia make robot brain matter and are thus now a humanoid robot company….
$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)…
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…
$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…
$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…
$PLTR // Becoming as indispensable and indestructible crystal ball
Track all markets on TradingView Palantir » PLTR // Info Tech Sector // Strike Price…
$BLDP // Ready to race after 30 year pit stop
Ballard Power » BLDP // Industrials Sector // Strike Price = {subscribe} NOTE: This report…
GRA // Graphene if ya know what I mean
NanoXplore: TSE:GRA // Green 9 // Strike Price = {subscribe} // TL;DR Graphene is 1-10…
NVTS // CHARGE … your devices with gallium nitride
Navitas Semiconductor: NVTS // Orange 8 // Strike Price = {subscribe} // TL;DR Robots are…
NVDA // Robots thank Nvidia for making their brains
Nvidia: NVDA // Blue 8 // Strike Price = {subscribe} // TL;DR We now know…