Premium

Weekly Update June 23-27

AMZN chips, TSLA Robotaxi, Investing Styles, and Monthly Summary/Conviction List

Jun 27

Weekly Update June 16-20

TMDX news and HIMS ramblings

Jun 20

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

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts