RDDT

Reddit Owns the One Thing AI Can't Fake. Here's the Investment Thesis.

PLTR, CRWD, FICO: The 3 Moats Claude Cannot Kill

One Anthropic update killed a startup with a 70% close rate overnight.

April 2026 Portfolio Review

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.

A 10X COMPOUNDER

Wide moats. 57% revenue growth. 44% EBITDA margins. And trading at a fraction of its peers.

INVESTOR AB

Over 100 years of outperformance later, Sweden's industrial dynasty is still crushing it.

NFLX

Why 300 million subscribers make this more than just a couch potato investment

MIAX

A high-quality compounder hiding in plain sight.

How Are AI Agents Going to Pay? (Best 5 Stocks)

The era when AI agents shop on our behalf has begun.

CRDO

Is the AI Connectivity Pioneer a Buy at $141.60?

CER

Founder-led, mission-critical software, exceptional margins, fortress balance sheet, outstanding ROIC, and sticky customer relationships.

FIX

A Phenomenal Business, Getting Better And Better

KLA

The Chip Inspector That Nobody Can Quit

LCRX

The Essential Chip Toolmaker