1. $Tempus AI (TEM.US)$
- AI-powered medical diagnostics
2. $Oklo Inc (OKLO.US)$
- Small-scale nuclear energy
3. $Archer Aviation (ACHR.US)$
- eVTOLs to replace short-haul flights
4. $AST SpaceMobile (ASTS.US)$
- Satellites replacing cell towers
5. $Hims & Hers Health (HIMS.US)$
- Digital-first primary care & prescriptions
6. $Enovix (ENVX.US)$
- Faster-charging, longer-lasting batteries
7. $Navitas Semiconductor (NVTS.US)$
- Smarter power chips for ...

1. $Robinhood (HOOD.US)$ - $66
2. $SoFi Technologies (SOFI.US)$ - $10
3. $Rocket Lab (RKLB.US)$ - $27
4. $NEBIUS (NBIS.US)$ - $39
5. $AST SpaceMobile (ASTS.US)$ - $33
6 $IonQ Inc (IONQ.US)$ - $37
7. $Oklo Inc (OKLO.US)$ - $45
8. $NVIDIA (NVDA.US)$ - $127
9. $Palantir (PLTR.US)$ - $118
10. $Advanced Micro Devices (AMD.US)$ - $114
11. $Broadcom (AVGO.US)$ - $220
12. $Taiwan Semiconductor (TSM.US)$ - $183
13. $Oscar Health (OSCR.US)$ - $14
14....

Each expected to grow revenue 20%+ per year for the next 2 years.
And still trading under 8x sales (P/S ratio).
1. $Cadeler AS (CDLR.US)$ +91%
2. $Super Micro Computer (SMCI.US)$ +41%
3. $Hims & Hers Health (HIMS.US)$ +38%
4. $Micron Technology (MU.US)$ +29%
5. $Lemonade (LMND.US)$ +28%
6. $MercadoLibre (MELI.US)$ +27%
7. $DLocal (DLO.US)$ +26%
8. $Carvana (CVNA.US)$ +26%
9. $DraftKings (DKNG.US)$ +26%
10. $On Holding (ONON.US)$ +26%
11. $Dave Inc (DAVE.US)$ +26%
12. $Dutch Bros (BROS.US)$ +24%...

$DLocal (DLO.US)$looks super cheap right now. Down 68%, but still growing fast.
Since it went public in 2021, it's done really well:
1. Grown the amount of business it handles by 60% every year.
2. Grown its revenue by 42% each year.
3. Expanded from 29 countries to 43.
4. Earns from every sale on Rappi and Temu; $PDD Holdings (PDD.US)$ (both growing ~100%/yr)
5. CEO of $DLO spent 23years at MercadoLibre ( $MercadoLibre (MELI.US)$ )
Just one or two strong qua...

This isn’t just big spending, it’s a long-term investment in the power of data.
While most of the market is distracted by short-term results, $Amazon (AMZN.US)$  is quietly building a massive digital foundation.
They’re putting $100 billion into capital spending, with over half going toward tech infrastructure.
AWS still has plenty of room to grow.
This is what it looks like when scale becomes a competitive advan...

About 40% of $Alphabet-C (GOOG.US)$ investments are focused on healthcare.
  >10% of portfolio:
1. $Freshworks (FRSH.US)$
2. $Arm Holdings (ARM.US)$
3. $AST SpaceMobile (ASTS.US)$
- - - - - - - - - - - - - - - - - - - -
  5-10% of portfolio:
4. $Revolution Medicines (RVMD.US)$
5. $Metsera (MTSR.US)$
6. $Gitlab (GTLB.US)$
7. $Planet Labs PBC (PL.US)$
- - - - - - - - - - - - - - - - - - - -
  1-5% of portfolio:
8. $Tempus AI (TEM.US)$
9. $UiPath (PATH.US)$
...

This group of companies is all about what's coming next. They're not just making money today, they're building the future in health, finance, insurance, tech, energy, and even space.
1. $Hims & Hers Health (HIMS.US)$
2. $Cadeler AS (CDLR.US)$
3. $DLocal (DLO.US)$
4. $Robinhood (HOOD.US)$
5. $SoFi Technologies (SOFI.US)$
6. $NEBIUS (NBIS.US)$
7. $TransMedics (TMDX.US)$
8. $Oscar Health (OSCR.US)$
9. $Tempus AI (TEM.US)$
10. $Rocket Lab (RKLB.US)$
11. $AST SpaceMobile (ASTS.US)$
...

In 2025, as markets remain shaky and sectors keep rotating, some companies with strong financials are turning to stock buybacks, a way to reward investors and show confidence in their future.
$Lennox International (LII.US)$
Buyback = 6.4% of mkt cap.
$Tenaris (TS.US)$
Buyback = 6.7% of mkt cap.
$Deckers Outdoor (DECK.US)$
Buyback = 15.8% of mkt cap.
(As of 30th May 2025)
Three major companies just announced more than $4 billion in new stock b...

Here (6):
1. $Arm Holdings (ARM.US)$
2. $Applied Digital (APLD.US)$
3. $Recursion Pharmaceuticals (RXRX.US)$
4. $NEBIUS (NBIS.US)$
5. $WeRide (WRD.US)$
6. $NVIDIA (NVDA.US)$
NVIDIA's latest 13F filing reveals it has invested over $1 billion into JUST SIX (6) COMPANIES. What do they all have in common? Each one is either a customer or a supplierof NVIDIA. That means NVIDIA likely has a deep understanding of how these businesses work.
However, just because NVIDIA invests in th...

• $AST SpaceMobile (ASTS.US)$  under $25
• $NEBIUS (NBIS.US)$  under $40
• $Oscar Health (OSCR.US)$  under $16
• $Alphabet-A (GOOGL.US)$  under $170
• $Novo-Nordisk A/S (NVO.US)$  under $70
• $Lemonade (LMND.US)$  under $30
• $SoFi Technologies (SOFI.US)$  under $14
• $ASML Holding (ASML.US)$  under $750
• $Advanced Micro Devices (AMD.US)$ under $120
• $Hims & Hers Health (HIMS.US)$ under $60
• $Cadeler AS (CDLR.US)$  under $20
• $Amazon (AMZN.US)$  under $210