The Few Bets That Matter

The Few Bets That Matter

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Fundamental Reviews

May 2026

June Investment Plan
The rotation is here and this is how to play it
 • The Few Bets That Matter
Soitec Detailed Earning Review
Why would a 30% YoY revenue decline deserve 700% YTD performance
 • The Few Bets That Matter
Various Earning Reviews
Nvidia, Sigma and the final confirmations we needed
 • The Few Bets That Matter
This is What A Future Winner Looks Like
Eight stocks. One pattern. Here's what they have in common. What makes a winner.
 • The Few Bets That Matter
Buying Plan & Portfolio Strategy
My portfolio, performance, views of the market and decisions
 • The Few Bets That Matter
Various Earning Reviews
Nebius, Tower Semi, Cisco, Venture Global, EOSE, Alibaba, Sea limited, JD.com, Hims and On Running, plus investing consequences
 • The Few Bets That Matter
The Real AI Bottleneck
Hyperscalers are bypassing the grid, and we can benefit from it
 • The Few Bets That Matter
Various Earning Reviews
Bears are either dead or dying
 • The Few Bets That Matter
May Investment Plan
The importance of systems in investing
 • The Few Bets That Matter

April 2026

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