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Nebius (NBIS) Q3 2025 Earnings Review
The company vs the stock
Nov 12
2
2
Portfolio Update +127%. 2 Sells & 5 Buys
Portfolio news & what I bought and sold this week.
Nov 8
2
1
Quick Portfolio Update
Closed Hedge & Some Portfolio Changes
Nov 7
2
IREN & OPEN Earnings Reviews
What I’m doing with both stocks
Nov 7
1
1
Hedging the Portfolio (Don’t Panic)
Risking 1% of the portfolio for downside protection
Nov 4
3
7
1
October 2025
Portfolio Update +120%. The Market is Unstoppable
But I’m getting more cautious
Oct 31
3
2
Buying this Stock today
An undervalued company that’s key to the AI Boom
Oct 29
2
1
NuScale Power Corporation Deep Dive
The Small Modular Reactor Leader
Oct 27
2
1
Portfolio Update +112%. Doubling Down on Amazon
Why I made Amazon 20% of the portfolio…
Oct 24
3
1
Fluence Energy (FLNC) Deep Dive
$3B Market Cap with a $5B Backlog
Oct 22
1
1
Portfolio Update +112%. 3 New Starter Positions
Investors,
Oct 20
4
1
Portfolio Update +119%. Why I'm Selling More Rocket Lab
Investors,
Oct 10
2
2
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