HARVIA

My take on yesterday's earnings call.

Portfolio Update

April 14, 2026 | Core 9 Weekly Update

3 AI Winners

Only one is cheap enough to buy today. Only one has the fortress balance sheet. Only one has the expanding moat. Same scorecard, three verdicts.

SOITEC

The world's largest wafer maker pays this 2,000-person French company to use the technology it cannot reproduce itself

PUULIO

The Finnish Retailer That Out-Margins Everyone and Still Nobody Talks About

APP

App-etite for Destruction: The AI Ad Machine That Won't Stop Printing Money

MCO

This Ratings King Just Had Record Year

Durable Software

Durable Software vs Dead Software Walking

How I Generate Monthly Income Selling Puts on Futures (Step-by-Step)

PTIR

Just went through their earnings, here the results.

MIAX Stock Explained: Why the Miami Stock Exchange Could Be a 10x Investment

When Revenue Inflection Meets Profitability

CME

When volatility strikes, the house always wins. And this house has been winning for 125 years.