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If you had to kick 1 company out of my portfolio, which one and why? 👀

$PLTR is unstoppable... EPS: $0.16 vs $0.14 est ✅ Revenue: $1.00B vs $940M est ✅ First-ever $1B revenue quarter ✅ US Revenue: +68% YoY US Commercial: +93% YoY US Government: +53% YoY Q3 Revenue Guidance: $1.083B–$1.087B ✅ Full-year Revenue Guidance: Raised to

Palantir Q2 FY2025: AI Momentum Turns to Pure Profit 🔮📈 $PLTR just broke through the billion-dollar quarterly revenue barrier, and did it with record profitability. Gross profit exploded, operating income nearly tripled, and EPS more than doubled. The AI narrative is no longer

we all make choices but in the end our choices make us

Hims Q2 FY2025: Telehealth Titan Delivers Breakout Profit 💊📲 $HIMS pulled off one of the cleanest turnarounds of the quarter. Revenue soared 72%, margins widened, and net income more than tripled. For a company once known for burning cash, this is a strong signal of maturity.

Berkshire Hathaway Q2 FY2025: Buffett’s Fortress Hits a Soft Patch 🧱📉 Despite steady performance in insurance and solid investment income, Berkshire posted a major drop in profits. Revenue slightly dipped, investment gains collapsed, and earnings were less than half of last

Was it good? Was busy working 👀

BioMarin Q2 FY2025: Biotech Breakout With Real Earnings 💉📈 $BMRN delivered a stellar Q2. Revenue rose, costs declined, and the result was a more than 2x jump in net income. EPS doubled, and R&D came down without hurting innovation progress. This is what profitable growth looks

Once you hit 7 figures, there are no maybes. You don’t buy companies that might win. You buy the ones everyone else is trying to survive next to.

Happy $PLTR post-earnings day for those who celebrate

Caterpillar Q2 2025: Profits in Reverse Gear, but Still Bulldozing Ahead 🛠️🐛 Despite solid sales, $CAT bottom line took a hit this quarter. Margins narrowed, profit per share dropped, and operating profit stalled. Inflation, cost creep, or just a heavy maintenance cycle?

Sportradar Q2 2025: From Loss to Blitz — Touchdown Quarter for SRAD! 🏈📈 $SRAD just pulled a Tom Brady comeback. After a €1.5M loss last year, they posted a €49M profit this quarter. The real MVP? A monster foreign currency gain of nearly €54M. Revenue is climbing, and EPS

Lemonade Q2 2025: Revenue Grows, Loss Still Pours 🍋📉 $LMND top line is sweetening fast, but the bottom line? Still sour. While revenue jumped 34%, expenses surged right alongside, keeping the company deep in the red. Yes, the net loss narrowed a bit, but it’s still $44M

we all make choices but in the end our choices make us

AMD Q2 2025: Silicon Powerhouse Firing on All Cores 🧠🚀 $AMD turned on the afterburners this quarter. Revenue surged, bottom-line exploded, and EPS nearly tripled. Despite a margin squeeze and rising R&D, the chipmaker showed strong profit expansion, with an assist from

Rivian Q2 2025: Burn Rate Slows, But Still Miles From Profit 🛻🔥 $RIVN quarter shows solid progress on the top line, especially in software and services. Gross loss narrowed sharply, and EPS improved, but they’re still losing over $1.1B per quarter. Call it an uphill climb with

Arista Networks Q2 2025: Networking Gains, Profits Surge 💻📶 $ANET crushed it this quarter. Top-line revenue soared, margins widened, and net income jumped 33%. Even with rising R&D and SG&A, operational leverage kicked in beautifully. This is what scalable growth looks like in

Lucid Q2 2025: Revenue Rises, But the Losses Keep on Cruising 🚗📉 $LCID grew revenue by 29% but also cranked up the burn rate again. Operating losses widened, SG&A ballooned, and the net loss per share stayed deep in the red. Even with fair value gains and related-party boosts,

In 2019, I was working 8-hour shifts in a restaurant after classes, investing my measly savings into $TSLA. 6 years later, the portfolio crossed $2M. Same person. Different game.

You're Playing in Decades Fund managers trade for year-end bonuses. You’re playing for generational wealth. Don’t let short-term noise make you forget your long-term edge.