Premium

Weekly Update June 9-13

AXON Justice, MELI acquiring, TSLA robotaxi, and NU Updated Thesis

Jun 13

Weekly Update June 2-6 + Trade Alert

Small Trade Alert, TMDX conference, TSLA Robotaxi, and HIMS update

Jun 6

Weekly Update May 26-30

AXON JPM, AMZN logistics, NU OXXO, HNGE, and Monthly Summaries + Conviction List

May 30

Weekly Update May 19-23

NU management changes, TSLA Optimus, AMZN drones, and AXON VR

May 23

Weekly Update May 12-16 + Trade Alert

AXON trim, NU earnings, TMDX DCD, and AMZN FedEx deal

May 16

Weekly Update May 5-9

NU hire + 4 Earnings Reports

May 9

Weekly Update April 28-May 1

TMDX delay, NU license, Monthly Summary + Conviction List, IC Content

May 1 •

Weekly Update April 21-25 + Trade Alert

Trade Alert, AXON products, TMDX Italy, and TSLA Earnings

Apr 25

Weekly Update April 14-18

TSLA expected value, NU Mexico, MELI hiring, and AXON VR

Apr 18

Weekly Update April 7-11

TMDX data, TSLA Optimus, and HOOD breakdown

Apr 11

Weekly Update March 31-April 4

Macro, TSLA, TMDX, and another watchlist co

Apr 4

Weekly Update March 24-28

TSLA all-hands, TMDX data, Watchlist, Monthly Summary/Conviction List

Mar 28 •

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