$NVDA becoming a hedge fund which also happens to sell the most advanced chips.

open.substack.com/pub/hazelnutsr… Our newest take on Elon musk, $TSLA and SpaceX. Not trying to debunk but simply looking from a less euphoric position.

$NVDA announcing an AV that can reason doesn’t hide the fact that they remain vision-based and plan to use cameras only. As good as the software may be, without LiDAR, it’s simply inferior to Waymo. We explained the technical gap in our latest report: open.substack.com/pub/hazelnutsr…

Markets are soaring, incredible sight to see to be honest.

Our newest post covering Venezuela, Oil and the USA - of course for free. Check it out, tried to keep it brief. open.substack.com/pub/hazelnutsr… $XOM $CVX $VLO $COP

$JD is the $PYPL in terms of performance lol

$ACMR down on the new tariffs on China. If we learned anything, this does not really affect them at all. Still no buy at these levels, but taking profit could be a valid thought.

$PLAB probably the most annoying stock out there.

$ENTG turned out well since our report but we still hate that stock

Maybe it’s not the fault of $PYPL for being stupid but us the investors

$PYPL & $ADBE are not bad picks just because they’re popular on FinX. Get that narrative out of your head.

SIXT - Hidden Value in Germany open.substack.com/pub/hazelnutsr… Our free and short take on sixt- check it out! The German value play! $SIX $SIX2.DE $SIX3.DE

We’re selling 50% of our $ACMR stake and let the rest run loose. We achieved 100% roi within a year and think it might slow down.

Added 61 new stock write-ups to the site (pt 1): El Gato Capital - $PELI, $CS.ST, $PLSR.V Hunterbrook - $SOC (short) @hazelnutsR - $SIX2.DE Penny on the Dollar - $SSL Enterprising Investor - $GVFF (pass) Nikotes - $ISRG (earnings) Jason's Chips - $INTC (earnings)

Whatever happens $ACMR is still profiting somehow.

Our latest $PYPL discussion with Sensus Capital Research - check it out ! open.substack.com/pub/hazelnutsr…