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Transmedics Conference & Position Review
Resume of the conference, review of my positions and convictions short & medium term.
24 hrs ago
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The Few Bets That Matter
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Weekly Recap | September - W5
A quiet Thanksgiving week, Watchlist updated, Google TPUs & Oracle debt
Nov 30
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The Few Bets That Matter
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Weekly Recap | September - W4
Watchlist Update, S&P Weakness, Why I Remain Bullish, Nebius' Tendem, Transmedics Insider Buying, Gemini 3, Amazon Bonds, Anthopric New Partnerships…
Nov 23
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The Few Bets That Matter
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PayPal at Citi's Fintech Conference
The bear case is back, stronger than expected
Nov 20
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The Few Bets That Matter
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Weekly Recap | September - W3
Watchlist update, Consummers weakness, Rate cut anxiety, Liquidity rotation, Portfolio Review, Alibaba super-app, Hims At-Home lab, AsterLabs…
Nov 16
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The Few Bets That Matter
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Weekly Recap | September - W2
Watchlist Update, Government Shutdown, Market Price Action, Meta & Google Financing, AI Bubble v.28759423, Nebius New Datacenter & Token Factory, Weekly…
Nov 9
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The Few Bets That Matter
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Weekly Recap | September - W1
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Nov 2
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The Few Bets That Matter
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Weekly Recap | August - W4
Option Portfolio Performance & Positions, The AI Bubble, Compute Optimization & Oversizing, Adobe Foundry, Avride Funding, Google the AI King, ChatGPT…
Oct 26
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The Few Bets That Matter
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Weekly Recap | August - W3
Watchlist Update, Market Overview, China Consumption, Alibaba's Expansion, Microsoft's Rental Deals, OpenAI & Broadcom, AI Networking Shift, Weekly…
Oct 19
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The Few Bets That Matter
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Weekly Recap | August - W2
Weekly Watchlist, Trump is Addicted to Social Medias, The AI Bubble, PayPal Advertising, Duolingo's Marketing & Transmedics' New Plane.
Oct 12
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The Few Bets That Matter
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Weekly Recap | August - W1
Watchlist Update, Quaterly Portfolio Performance & Holdings, Market Thoughts, Government Shutdown, Nebius Acceleration, Alibaba's Buyback, PayPal…
Oct 5
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The Few Bets That Matter
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Weekly Recap | September - W5
Watchlist Update, Tariffs Risks, Trade Setups Sumary, The AI Bubble, Transmedics & Mercedes, Nebius Price Targets & Averide Scalling, Alibaba Cloud…
Sep 28
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The Few Bets That Matter
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