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GRAB

Dec 12, 2025

•

8 min read

GRAB

Cheaper Than Owning A Car, If You Live in Singapore

simon severino
simon severino
DLO

Dec 12, 2025

•

8 min read

DLO

What Happens When Starlinks Tries To Enter A New Country?

simon severino
simon severino
ANET

Dec 11, 2025

•

7 min read

ANET

The Unsung AI Winner

simon severino
simon severino
SHOP

Dec 11, 2025

•

7 min read

SHOP

The Silent Kingmaker of AI Agents

simon severino
simon severino
AXON

Dec 9, 2025

•

13 min read

AXON

The Magic Of Hardware Moat & Software Moat

simon severino
simon severino
LITE

Dec 7, 2025

•

13 min read

LITE

Lumentum The Next AI Winner?

simon severino
simon severino
LIN

Dec 4, 2025

•

14 min read

LIN

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

simon severino
simon severino
CRDO

Dec 2, 2025

•

15 min read

CRDO

Safest AI Play?

simon severino
simon severino
Best AI Stocks

Dec 1, 2025

•

21 min read

Best AI Stocks

Sharing The Best Risk/Reward Stocks In AI

simon severino
simon severino
COX ENERGY

Nov 29, 2025

•

13 min read

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

•

36 min read

ARTECHE

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

simon severino
simon severino
OTIS

Nov 18, 2025

•

7 min read

OTIS

A rare setup where low risk meets reliable yield

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).


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