Premium

Weekly Update October 7-11

Questions, Robotaxi Day, AXON app, Brazil rating, NET hires, TMDX Q4, Infuse

Oct 11

5 Lessons I’ve Learned The Hard Way

I’d like to take this week to share some lessons I’ve learned the hard way.

Oct 4

Weekly Update September 23-27

Monthly Summary + Conviction List

Sep 27

Weekly Update September 16-20

TSLA batteries, NET inference, NU Ultraviolet, AXON conference

Sep 20

Weekly Update September 9-13

TSLA updates, NU loans, AXON vision, MELI ads, and a simple lesson

Sep 13

Weekly Update September 2-6

IC Pod, Nu+, TMDX conference, TSLA Smart Summon, Doubling Down

Sep 6

Weekly Update August 26-30 + Trade Alert

Trade Alert, Portfolio, Conviction List, Monthly Summaries, YTD update, NU payroll

Aug 28

Weekly Update August 19-23

Podcast, NU expansion, MELI shipping, TSLA tariffs, and ADMA details

Aug 23

Weekly Update August 12-16

NU earnings, TSLA safety, AXON partnership

Aug 16

Weekly Update August 5-9

MELI podcast, AXON earnings, NU hire, TMDX planes

Aug 9

Weekly Update July 29-August 3

NU open finance, TMDX earnings, Monthly Summary + Conviction List

Aug 2

Weekly Update July 22-25

Let’s get right into it!

Jul 26

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