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🚨 JUST IN: $NBIS will release its Q2 results on August 7, before the market opens.

$NBIS, $RKLB, and $PGY are all reporting on August 7. With roughly 70% of my portfolio posting Q2 results that day, it's shaping up to be a very busy one for me. 😳

JUST IN: $DLO's Net Promoter Score (NPS) has nearly doubled this year. 👀 The company attributes this improvement to: • Operational excellence: "We’ve improved smart routing and orchestration to boost efficiency and reliability, helping merchants scale with confidence." •

🚨 JUST IN: AI cloud startup Fireworks is in talks to raise funding at a $4B valuation, more than 7x its valuation from just last year. With $200M+ in ARR today and projections to reach $300M by year-end, it’s clear that sentiment around AI infrastructure is very strong right

Property Finder began using ClickHouse on AWS and saw impressive results: - 50% reduction in operating costs - 5x improvement in database performance - 96% improvement in database query speed IMO, $NBIS' 28% stake in ClickHouse could easily be worth several billion dollars in

🚨 JUST IN: $NVO "is pursuing multiple strategies, including litigation, to protect patients from knockoff ‘semaglutide’ drugs." This reads like a direct shot at $HIMS: “Multiple entities continue to market and sell compounded GLP-1s under the false guise of ‘personalisation’.”

🚨 Important UPDATE on $NBIS: Phase 1 of its New Jersey data center is on track to be completed by August 27th, delivering 25 MW of capacity. ✅ Built in just 24 weeks, far faster than the industry average for a project of this scale According to DataOne’s CEO, they’re

At the beginning of 2024, analysts expected ~$160M in EBITDA for $PGY in 2025. Today, they’re expecting double that. It’s a good example of how a stock can double in price and still be just as cheap as before, if the company’s fundamentals improve at the same or an even faster

JUST IN: $NBIS named most cost-effective cloud for molecular dynamics (MD) simulations in independent study. 👀 A third-party benchmarking study conducted by SimAtomic evaluated the performance and cost-efficiency of leading GPUs across more than 20 cloud providers, specifically

Europe is ramping up efforts to catch up in AI by investing billions into gigawatt-scale data center infrastructure. 🔥 One of the key beneficiaries of this shift could be $NBIS, given its strong positioning in the European AI infrastructure space. “We have everything what is

I think I say this every single quarter, but Hermès is truly unparalleled. One of my favorite companies in the world.

Finally, some relief from EUR/USD. My euro-denominated portfolio is happy to see it.

$PGY should continue to accelerate into H2 2025. We already have the Q2 preliminary results, but I'm really looking forward to the updated guidance for the full year. I expect a meaningful raise.

There are very few universal rules in investing. Context always matters. But if I had to pick two: 1) Know what you own. 2) Never invest in something that keeps you up at night, and the same goes for your level of diversification. You can't borrow conviction.

If your portfolio’s success hinges on the Fed’s decision about interest rate cuts, it might be time to rethink your strategy.

Just got home. $META and $MSFT made it clear: The AI infrastructure boom isn’t going anywhere. $NBIS is up 3.7% after hours in sympathy.

Remember when everyone freaked out, thinking DeepSeek’s release would cause a meaningful slowdown in AI infrastructure investments? That was just six months ago. I’m glad I took the other side of the narrative.

Quality over quantity, always. I’ll never force myself to write about a company just for the sake of creating more content. I see a lot of people doing that, but for me, it’s all about staying focused on what I truly believe in. Conviction matters more than chasing volume.