The Few Bets That Matter
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Portfolio & Market Review
A record breaking drawdown review and how to position for what comes next
Jul 19
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The Few Bets That Matter
12
5
2
Selling 4 Names To Buy 1
A SaaS name with the cleanest setup I've seen
Jul 16
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The Few Bets That Matter
12
2
Why My Biggest Position Will Get Bigger
Design wins, AI inference contracts & improving margins. The last uncrowded AI name in the market.
Jul 14
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The Few Bets That Matter
14
4
8
My New Largest Position
The market rarely gives such gifts - this is how I plan to play it.
Jul 11
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The Few Bets That Matter
8
2
3
What This Drawdown Taught Me
The two mistakes that cost me most, and how I'm building around them.
Jul 8
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The Few Bets That Matter
12
15
2
Being Late Is Just As Good As Being Wrong
Why the AI hardware crowd is getting punished, and where I'm looking instead
Jul 5
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The Few Bets That Matter
12
3
June 2026
The Last Time This Happened Was Photonics
An unloved sector breaking out, and AI is the tailwind.
Jun 29
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The Few Bets That Matter
11
8
4
Time To Slow Down
Fewer trades, sharper focus - how I'm positioning for a choppy summer.
Jun 28
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The Few Bets That Matter
12
6
5
It's Only Good If It Hurts
My new position and many other opportunities
Jun 22
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The Few Bets That Matter
10
12
My New Position: An AI Bottleneck Narrative
When the hottest vertical hands you an opportunity, you size up
Jun 18
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The Few Bets That Matter
16
5
5
Market Review, Structure Update & Weekly Trades
Another thank you, my read on the market, and executable trades for the week.
Jun 14
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The Few Bets That Matter
9
2
4
Founding Member Price Goes Up Tomorrow
Alert portfolio up 63% since April. Core portfolio up 102% YTD.
Jun 13
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The Few Bets That Matter
4
4
2
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