Archive - The Few Bets That Matter

Weekly Recap 2 - January 18th

American Greenland, Bank earnings, Transmedics' conference, TSM earnings, Ads in ChatGPT, Meta's datacenter, UIPath vs Claude CoWork, Weekly planning

Jan 18 • The Few Bets That Matter

The Ignored Part of the Market

Excellent trades which have been left behind while social media chase the AI frenzy

Jan 15 • The Few Bets That Matter

Weekly Recap 1 - January 11th

New position, Supreme court judgement on tariffs, Venezuela update, Amazon compute pricing, Transmedics flight data, New GLP-1 pill & Weekly planning.

Jan 11 • The Few Bets That Matter

Alibaba & China Thesis Update

My Alibaba position, thesis update and my next moves

Jan 9 • The Few Bets That Matter

The Database is Live

My 24/7 accessible trading journal.

Jan 4 • The Few Bets That Matter

January Investing Plan & Yearly Review

Yearly review, Successes & failures, Improvements to come, Portfolio & positions review, Buying plans, Watchlist and More.

Jan 1 • The Few Bets That Matter

December 2025

My Investing Playbook

How I invest; Stock picking, Price Action, Position sizing & More.

Dec 30, 2025 • The Few Bets That Matter

Weekly Recap | December - W3

Portfolio Update, Inflation, Japan Carry Trade, Oracle Update, OpenAI Fund Raising, the SPEED Bill, Micron Earnings, Nebius Updates & More

Dec 21, 2025 • The Few Bets That Matter

UIPath: Do Not Miss The Inflection Point

Maximum opportunity happens in the early innings when data confirms potential.

Dec 18, 2025 • The Few Bets That Matter

The AI Trade Isn't Over

Why I continue to buy AsteraLabs and why efficiency will be the next source of returns.

Dec 16, 2025 • The Few Bets That Matter

Weekly Recap | December - W2

Potfolio Update, FED Rate Cuts, QE or Not QE, Nvidia's H200, Alibaba Cloud Demand, China Regulation, SpaceX IPO & More.

Dec 14, 2025 • The Few Bets That Matter

Lululemon Detailed Q3-25

When a Fired CEO is a Good CEO

Dec 12, 2025 • The Few Bets That Matter

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