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LIN
Dec 04, 2025

LIN

Why I fell in love with Linde (Did you know data centers need special gases?)

simon severino
simon severino
CRDO
Dec 02, 2025

CRDO

Safest AI Play?

simon severino
simon severino
Best AI Stocks
Dec 01, 2025

Best AI Stocks

Sharing The Best Risk/Reward Stocks In AI

simon severino
simon severino
COX ENERGY
Nov 29, 2025

COX ENERGY

Cox appears to be moderately undervalued relative to management's stated run-rate targets, offering 50-100% upside if execution risks are managed successfully.

simon severino
simon severino
ARTECHE
Nov 29, 2025

ARTECHE

Arteche Lantegi Elkartea (BME: ART) a compelling case study in business transformation?

simon severino
simon severino
OTIS
Nov 18, 2025

OTIS

A rare setup where low risk meets reliable yield

simon severino
simon severino
VISA
Nov 17, 2025

VISA

Recession resistant and +10-13% returns?

simon severino
simon severino
ANET
Nov 15, 2025

ANET

Earnings Review: The tokens must translate to terawatts, teraflops and terabits.

simon severino
simon severino
DLO
Nov 13, 2025

DLO

dLocal Q3 2025 Earnings Review

simon severino
simon severino
ALAB
Nov 10, 2025

ALAB

We had such success with ANET, is ALEB the next ANET?

simon severino
simon severino
APP
Nov 06, 2025

APP

AppLovin Delivers Strong Q4, E-Commerce Platform Showing Early Momentum

simon severino
simon severino
The Shovel Sellers of AI
Nov 04, 2025

The Shovel Sellers of AI

Which AI Infrastructure Play Has the Strongest Moat?

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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