The Few Bets That Matter

The Few Bets That Matter

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The Market’s Latest Gift
The market priced a 1% miss over a triple digit growth
 • The Few Bets That Matter
You Can Now See All My Trades
My complete track record; every trade, every date, every alert.
 • The Few Bets That Matter
The Market is Scared. I'm Buying.
Three fears driving the selloff, why they're wrong, and the four setups I'd buy.
 • The Few Bets That Matter
New Position: Buying the AI-Optics Pullback
Why I bought an upstream AI-optics supplier at weekly support. Accelerating demand, capacity bottleneck, expanding margins and a defined downside.
 • The Few Bets That Matter
Portfolio Review; 92.8% YTD; 170.5% Since Jan-25
A simple system that compounds. For real.
 • The Few Bets That Matter
The Retest Is Here. These Are the Setups I’m Buying
The market is healthy. Risk rewards are interesting. So we should be buying it.
 • The Few Bets That Matter
What I Did When My Book Fell 30%
And the decisions that took it back to all-time highs.
 • The Few Bets That Matter
The AI Setup I’m Buying With a 20% Discount
The market sees an execution problem. I see an opportunity.
 • The Few Bets That Matter
August Investment Plan
Leopold's liquidation might sign the bottom, my expectations for what's next and favorite assets.
 • The Few Bets That Matter
Portfolio & Market Review
A record breaking drawdown review and how to position for what comes next
 • The Few Bets That Matter
Selling 4 Names To Buy 1
A SaaS name with the cleanest setup I've seen
 • The Few Bets That Matter
Why My Biggest Position Will Get Bigger
Design wins, AI inference contracts & improving margins. The last uncrowded AI name in the market.
 • The Few Bets That Matter
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