Finding the best growth stock names by playing a positive sum game! Just my opinions and not advice. My Youtube, youtube.com/@GrowthInvesting…
Joined June 2025
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Just created a Knowledge Base on Reddit for my investing philosophy! 🚀🚀
reddit.com/r/GrowthStockInve…
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May 20
New post about Astera Labs $ALAB at the JP Morgan tech conference 🚀 Full post is over on Reddit those interested check it out and join the conversion,
reddit.com/r/GrowthStockInve…
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May 16
New video on semiconductor stock Kulicke & Soffa $KLIC! They just guided for revenue growth over 100% and the market seems to have hardly noticed yet 🚀
youtube.com/watch?v=dcLToah7…
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May 14
Posted some recent thoughts about $FIGR Figure Technology's recent earnings over on the new sub-Reddit!
reddit.com/r/GrowthStockInve…
I'm positive about Figure's report and added some shares back to get to around a 5% position. Some good takes there in the thread from a variety of viewpoints!
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May 13
Fun announcement that I am starting a sub-Reddit with @investing_bear! It is for in depth discussions of growth stocks. Feel free to drop by the sub-Reddit and introduce yourself in the welcome thread if you like 🚀
reddit.com/r/GrowthStockInve…
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This is my take on the $IREN earnings report! Some pros and cons there as they had a lot of big announcements but combined with financials which were not expected to impress yet.
youtube.com/post/UgkxjGWzJt0…
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Monthly summary will be released tomorrow after market close! 🚀 One of the most promising new names in my portfolio is Allegro MicroSystems $ALGM
I've put together a quick write up for this company as I am expecting a promising earnings report later this week, youtube.com/post/UgkxTMWaqWh…
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Apr 29
Silicon Motion $SIMO just posted some of the most impressive earnings numbers I have seen in awhile! They surpassed my wildest expectations with revenue coming in at 105% year over year! Here are my early thoughts on the headline numbers,
youtube.com/post/UgkxBf31m-1…
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Apr 19
New video is out on what I believe is the cheapest AI semiconductor growth stock in the market! 🚀Silicon Motion $SIMO makes memory controllers with an incredibly impressive roster of customers including NVIDIA, Google, Micron, and SK Hynix
youtube.com/watch?v=MLxjWX-h…
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Mar 27
New post about an exciting technology platform for life insurance called Ethos Technologies $LIFE
youtube.com/post/Ugkx38gb19O…
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Mar 16
New video is out! We examine the topics of FOMO and Tilt related to growth investing
youtu.be/iwZPBRWffZQ
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Feb 18
So thoughts from the recent Electrovaya $ELVA earnings!
youtube.com/post/Ugkx8PqKHVe…
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Feb 17
New post on the AppLovin $APP earnings from last week!
youtube.com/post/UgkxwYN1yPU…
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Feb 10
Here are my thoughts on Credo's $CRDO pre-announcement of revenue numbers 🚀
youtube.com/post/UgkxwYletdH…
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I posted my thoughts on $IREN's earnings over on Youtube for those interested. Still keeping IREN a as top position 🚀
youtube.com/post/UgkxPZQ3Fhz…
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