Sublime

The small-cap portfolio had a wild week, and I believe we’ve hit an inflection point with the Fed's support and a Trump-led presidency. After years of consolidation -- we’re on the brink of an EXPLOSIVE period 😎 Top 5 positions: 1. $JMIA 2. $AEHR 3. $INDI 4. $RKLB... See more

Slides from Thoma Bravo’s annual meeting https://t.co/ZtZjBcB7s3

Quick Preview IBD50 list 🇺🇸 1. $GCT 💽 After the liquidity raid, we got quite the bounce to new high! $40’s next 3. $OSCR 🩺🥼 Really like the accumulation on this Anthem BlueCross competitor. $20’s next 5. $ARM 💽__... See more

$CRWD Growth at scale is pretty unique this quarter, and Crowdstrike delivered. Key takes from the call: - Net New ARR of +22% was the highlight for the quarter (vs. the Street expecting low teens). - Provided a path to $10bn in ARR (could be closer to 3 years vs. 5). ___LI... See more

$PLTR just officially became my top holding in my growth portfolio 👀 Top 5 holdings: $PLTR, $SNOW, $TSLA, $CRWD, $TMDX https://t.co/SeMMVCzitT

Here is the top 10 symbols with HIGHEST CAGR (compounded annual growth rate) $RIOT $NET $DDOG $ANF $TBT $UPRO $MDB $TQQQ $TWLO $PBR