📊 June 8, 2026 Portfolio Update For complete transparency on all my adds, sells, and rotations; follow me on Blossom (it’s 100% free and shows every single move in real time, Link 👆🏼) $AMD still anchors the portfolio at 47% of my individual holdings! New add: Small starter position in $HD – the iconic home improvement retailer and dividend aristocrat. Long-term steady compounder with an unmatched brand moat. Full breakdown (Verified by Blossom) – ordered by position size: • $AMD: 47% – Inference King with unstoppable AI tailwinds. Recent volatility but strong data center momentum and fresh UK supercomputing investments keep the long-term multi-trillion thesis rock solid 🚀 • $NOW: 14% – Massive 6-figure position built by aggressively taking advantage of the discounts and pullbacks over the last month. AI Control Tower for Enterprise with durable moat and Rule of 40 leadership. Anything below $110 remains a bargain. • $JD: 9% – Global logistics powerhouse and China recovery compounder. Recent 618 promotion strength and AI/omnichannel progress support the long-term value thesis. • $ELF: 9% – Slowly building. Product innovation and category share gains keep the fundamentals and growth story compelling. Anything below $100 still looks like a massive bargain 💎 • $OSCR: 8% – Unbelievable moat in health insurance AI. Strong recent rally ( 11% moves) on upgraded guidance, AI initiatives, and profitable scale signals. High-conviction long-term disruptor. • $AMZN: 6% – Eternal long-term compounder. Warehouse robotics and Prime Day momentum continue to reinforce the moat and growth flywheel. • $HIMS: 4.5% – Peptides and personalized health platform with expanding GLP-1 and global reach. Long-term leader in a massive TAM. • $ACHR: 1.5% – Speculative eVTOL pure-play with strong liquidity and Q1 progress. Enormous long-term upside optionality in urban air mobility. • $HD (small ~1% starter) – Iconic home improvement compounder and dividend aristocrat. This will be my play beating on the recovery of consumer discretionary AND the housing markets. Steady long-term holding. Long-term growth mode activated 💪 What’s your biggest conviction holding right now? Drop it below 👇

Here we go again with the Elliott Wave gurus spamming $NOW with pseudoscience wave counts, predicting drops and telling followers to “wait before buying.” They did the exact same thing with $AMD $NVDA $PLTR $TSLA How do you actually clean this noise out of your feed? Mute keywords? Lists? Aggressive unfollowing? Open to real suggestions.

Value traps are real thing in the world of investing. My advice to the new investors out there learn how to spot one. $ADBE $PYPL $CRM $NKE

… and ofcourse $HD is running today. Still building my position.

$NOW remains one of the most asymmetric risk/reward setups in tech right now. • Successful execution on the AI-native platform, Context Engine, and agentic AI orchestration could easily drive 3-4x upside by 2029 in the bull case You’re paying a discounted multiple for a company with massive switching costs, 85% Fortune 500 penetration, and a widening moat as the central control tower for governed enterprise AI. The downside feels well protected while the upside remains wide open

Yes! Yes! $45 per share incoming fast and furious! $OSCR

$OSCR Not bad for a 1-year return. I’m already up ~125% from my first purchase at $12/share. This is why I believe investing doesn’t have to be complicated. Find great businesses with strong fundamentals, durable moats, and buy them at a significant margin of safety. Then let time do the heavy lifting.

Slowly and patiently building by $HD position! Betting on Consumer discretionary recovery AND the housing market. ….. also don’t mind the dividend!

If you’ve invested through the GFC, the 2018 volatility spikes, the COVID crash, the 2022 bear market, DeepSeek shocks, the Yen carry trade unwind, the tarriff wars and all the geopolitical chaos in between……and you’re still rattled by a 3%, 10%, or even 20% drawdown…then maybe investing and stock picking isn’t for you. Volatility isn’t a bug; it’s the core feature of the markets. It’s the mechanism designed to transfer money from the impatient to the patient. Toughen up. Stay the course. Or step aside. The patient have always been rewarded. $SPY $QQQ

🤦🏻‍♂️🤦🏻‍♂️🤦🏻‍♂️🤦🏻‍♂️ $AVGO $NVDA $AMD

$ELF The Long term Bull Line Trend - The line in sand at ~$45.89 / share. Backing up the truck!

Number 1 lesson in investing in the stock market: WHEN IN DOUBT, ZOOM OUT. Period.

$OSCR 📈🐂. Now we print money!! I am already up 70% on my investment.

🫤 It genuinely saddens me how easily people get shaken out by dips and drops in their stock picks. They buy a great company after doing research, then panic-sell at the first 15-20% pullback like the world is ending. Volatility isn’t a bug: it’s THE feature. The market rewards those with conviction and a longer time horizon. Weak hands create strong opportunities for the patient. Stay disciplined. $AMD $ELF $NOW $SPY $QQQ $AMZN

$AMD customer base is more diversified across segments: • Data Centre: Hyperscalers OEMs (EPYC CPUs, Instinct GPUs). • Client: Many PC OEMs (Ryzen processors). • Gaming: Console semi-custom (Microsoft/Sony) discrete GPUs. • Embedded: Broader industrial/automotive/robotics etc. This spread contrasts with $NVDA heavier skew toward a few massive AI/data-center buyers.

$OSCR In my opinion the Q1 results and the Barclays raise represented an important validation. The bullish setup is building as execution compounds. • Q1 delivered a strong beat; revenue $4.65B, MLR compressed to 70.5% (vs 75.4% YoY on disciplined pricing favorable development), operating earnings $704M (more than doubled YoY), and EPS $2.07. Membership reached 3.17M. Full-year 2026 guidance fully reaffirmed; CEO noted the individual market remains resilient and Oscar is leading the shift to consumer-driven healthcare with tech and experience advantages. • Barclays raised its price target to $30 from $21 (maintaining Equal Weight) post-Q1, calling the moves “durable” and expressing preference for managed care amid inflation and commercial mix dynamics; a meaningful step-up in conviction from a key voice. • Shares trade around $21 after a strong post-earnings run to new highs, yet remain at compelling multiples relative to the earnings inflection, margin expansion trajectory, and market share gains in a rationalizing ACA landscape. This keeps the longer-term $45–$55 framework very much in play as profitability scales.

$ELF: I added again on today’s discount. If it dips below $49. I am backing up the truck! • Trading near $50 after recent volatility; 30-70% below most analyst targets ($72–$90 consensus range) despite delivering 25% full-year revenue growth and 29 consecutive quarters of net sales expansion • Forward P/E compressed to the mid-teens while the company maintains industry-leading gross margins, accelerates multi-brand momentum (rhode still early in global rollout), and expands internationally into high-potential whitespace • Recent price action and macro noise appear to be masking durable advantages: unmatched value proposition, pricing agility that’s already driving volume lifts, and a portfolio now diversified beyond any single brand • This is the setup where patient investors build positions and momentum-driven capital chases higher once quarterly results confirm the growth engine is firing on all cylinders again

The stock market is the only place where people run away from quality when it goes on sale. $NOW $OSCR $ELF

😞 If you’re selling $NOW after a 7% dip, you’re probably not built for multi-baggers. Too many people claim to be investors until the first dip, headline, or wave of noise shows up. Think about it this way: if you had a live ticker showing the value of your home or private business every second, would you sell the moment it dropped 7%? Probably not. Great businesses create wealth over years, not days. Ignore the noise. Focus on the fundamentals.

Many sectors of the market is extremely cheap in my opinion. Look at Consumer Discretionary (ex $AMZN and $TSLA). Both make ~50% of the index $XLY and $VCR. Buying opportunity? I would be a stock picker here with some really good quality names with amazing fundamentals $ELF $CELH $HD