🚀 The Paradox of Potential No great company knew how great it’d be. Early scepticism is normal. Early signals are quiet. Smart strategy. Real ambition. Early traction. Winners are outliers. We don’t chase certainty — we bet on possibility. Conviction, with humility. 🌱📈

Good, better, best. Never let it rest. 'Til your good is better and your better is best. St. Jerome

Most favour US tech and dismiss China tech. House of Huawei shows how much that bias blinds us. Huawei’s AI chips now rival NVIDIA’s — and more is coming. The gap is closing, and US restrictions are only speeding it up. We are still early to catch the next big wave. #ChinaTech

$MNSO Growing well overseas. Top Toy: A possible Pop Mart in the making? Not expensive. A disconnect with its share price performance. Who is right? 🤔

$RDDT 💪🚀

Retiring at 94 and becoming CEO at 63, Buffett shows that age doesn’t limit purpose, while Abel proves it’s never too late for a new chapter. Life isn’t about retiring—it’s about doing what brings meaning at any age. #Purpose #Leadership #Growth $BRK

$APP An impressive company

$HIMS Impressive Resilient; keep growing

$TMDX 🚀🔥 🔥 Revenue grew 48% yoy 🔥 EPS up 105% yoy 🔥 Gross margin up 61.5% from 59.2% (Q4 2024) 🔥 Net margin up 17.9% from 7.1% (Q4 2024) 🔥 Raise outlook by 8%; expecting a 30% growth yoy

$UNH Can the past performance be sustained? Is the share crash an opportunity? The insiders (including the CEO and CFO) added.

The US-Israel-Iran Equation: Conflict, Consequences, and Capital Tariffs rising. Debt ballooning. What will change — and what won’t? “I almost never get asked: What’s not going to change in 10 years? But that’s the better question.” — Jeff Bezos Invert. Focus on what endures.

Chasing trends vs. choosing what matters. In investing: AI, nuclear, quantum. In parenting: good grades, top schools, IP. But true alpha often comes from the simple, overlooked, steady. Not what’s hot — but what’s right for you. And having the courage to choose it.

Good investors don’t marry their thesis. They form hypotheses and update them with new data. Bayesian > belief. Bayesian investing = flexible, probability-driven thinking. Deterministic investing = rigid, prediction-based thinking.

$BYRN

$XVIVIO Q2 results A revenue comparison between $XVIVO (SEK to USD) and $TMDX

$TMDX short interest as % of float: 24.51% [15 Jul 2025]

$TMDX updated with Q2 2025 + a compare with $XVIVO 🚀🔥👍

$RDDT 2Q 2025 💪🔥

$HIMS Q2 2025

$ACMR Q2 2025