Exiting a Position, Adding to Others & Updated Performance
Table of Contents * 1. Updated Performance * 2. Changes * 3. Portfolio Management Strategy * 4. Updated Holdings 1. Updated Performance Overall:
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Featured Post
Nvidia Earnings Review
Great quarter. If a normal company delivered this kind of outperformance, there's a very good chance shares would have responded better. Nvidia has been cursed by its own success. They have trained analysts to expect monumentally amazing quarters every three months.
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March 24, 2026
March 21, 2026
News of the Week (March 16-20, 2026)
Other recent earnings reviews to read from this season: * Micron * Rubrik & Oracle * Snowflake * MongoDB & The Trade Desk * Sea
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March 19, 2026
Micron Earnings Review
Table of Contents * a. Micron 101 * b. Key Points * c. Demand * d. Profits & Margins * e. Balance Sheet * f. Guidance
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