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PANW
Sep 09, 2025

PANW

120% Retention Rate When You Help An Enterprise Simplify

simon severino
simon severino
TOP 3 RIGHT NOW
Sep 08, 2025

TOP 3 RIGHT NOW

Comparing The Top 3 On Our Watchlist Today

simon severino
simon severino
SAFRAN
Sep 03, 2025

SAFRAN

The Overlooked Giant Ready To Take Off

simon severino
simon severino
Portfolio Update
Aug 31, 2025

Portfolio Update

August 2025 update: Income Portfolio + Compounding Portfolio

simon severino
simon severino
KLAC
Aug 30, 2025

KLAC

Why Lasertec's Customers Are About to Flee

simon severino
simon severino
DATA CENTERS
Aug 29, 2025

DATA CENTERS

The Best 6 Data Center Companies We Found

simon severino
simon severino
WTC
Aug 28, 2025

WTC

The Market Panicked. WiseTech Pounced: Inside the AI-Fueled Strategy to Conquer Global Logistics.

simon severino
simon severino
JPM
Aug 28, 2025

JPM

You See Cyclical, I see Durable.

simon severino
simon severino
TOKYO ELECTRON
Aug 25, 2025

TOKYO ELECTRON

Japan's Hidden AI Goldmine Trade

simon severino
simon severino
APH
Aug 24, 2025

APH

The AI Infrastructure Gold Rush Play

simon severino
simon severino
PSIX
Aug 22, 2025

PSIX

Data center power specialist crushing ROIC targets

simon severino
simon severino
VRT
Aug 18, 2025

VRT

The AI Infrastructure Goldmine Trading at a Discount

simon severino
simon severino
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Join me as I turn $50K into $4M in public. Status: 🟩🟩🟩🟩🟩🟩🟨⬜️⬜️⬜️ Sharing the compounding portfolio (reliable compounders) and the income portfolio (monthly income).

🐝 The Investing Show

Join me as I turn $50K into $4M in public. Status: 🟩🟩🟩🟩🟩🟩🟨⬜️⬜️⬜️ Sharing the compounding portfolio (reliable compounders) and the income portfolio (monthly income).

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