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Investing Visuals

Unique visual stock research that helps you understand technology businesses, focus on what truly matters, and make better investment decisions.

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+331% Portfolio return since 2023
250K+ Investors following
102 Visuals published
13 Unique deep dives
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Track record

My multibaggers so far

Businesses I identified early and held through the drawdowns. I’ve sold some of these and still hold others. My full live portfolio and every transaction over the past seven years is visible for subscribers, with seven years of timestamped transaction history.

NBIS +804% NET +581% AXON +504% ALAB +488% AMD +384% Crowdstrike +311%
My portfolio
+331%
S&P 500
+73%

Since 2023 and subject to change. Past performance is not a guarantee of future returns.

Stock pickBuy priceReturn
Nebius€8.40+804%
Cloudflare€61.70+581%
Axon€96.20+504%
Astera Labs€39.10+488%
Holding 5€72.40+96%
Holding 6€72.40+96%
My full portfolio, sizing and 7 years of transactions View more →

Latest portfolio updates

See all updates →
Portfolio update September - A new all-time-high (+70% YTD)
My portfolio
Portfolio update September - A new all-time-high (+70% YTD)

September was another strong month, with a new position in Credo, active rotation between software and AI infrastructure, and several trims and adds as valuations shifted. In this update I break down performance, every trade I made, and how I'm positioned for October.

I bought three AI stocks today
My portfolio
I bought three AI stocks today

As expected, AI stocks are selling off heavily today as AI sentiment turns sour again. I shared more about that in the newsletter yesterday and had already prepared

Portfolio Update: What Did Well in August (and What Didn’t)
My portfolio
Portfolio Update: What Did Well in August (and What Didn’t)

3-year portfolio performance: +350%, benchmark outperformance: +255%

The Multibagger Framework eBook
Free eBook

A guide to stock picking

My multibaggers came from a repeatable framework for finding exceptional businesses, assessing their long term potential, and holding through volatility.

  • The nine steps that help you select potential multibaggers
  • How to set apart a good from a great business
  • A proven framework, refined and perfected throughout the years

Check your inbox — the eBook link is on its way.

My research system

From curiosity to conviction

Every content category has a clear role. Together they create a research system that helps you make better investment decisions.

I’ve only been subscribed for one month, and I’m already impressed. The articles and commentary are sharp, timely, and genuinely insightful, cutting through the noise to deliver clear, actionable AI investment ideas.
Chris · Early subscriber
1

Orient yourself

See how a business works, where its revenue comes from, and which numbers shape the economic engine.

Visual stock analysis

Micron analysis
AMD analysis
AsteraLabs analysis
Bloom Energy analysis
Axon stock analysis
Credo analysis
SK Hynix analysis
Palantir analysis
Zeta analysis
Crowdstrike
Rubrik
Coherent
Broadcom analysis
ASML analysis
Nebius stock analysis
Sandisk analysis
Broadcom analysis
Marvell analysis
NVIDIA analysis
Applovin analysis
Arista Networks analysis
Amazon analysis
Microsoft analysis
Meta analysis
Netflix
Servicenow analysis
Alphabet analysis
TSMC
A hidden gem in the AI scaleout
Rocketlab analysis
Duolingo analysis
AI photonics: All roads lead to Sivers
ServiceNow earnings review: what moved the stock
Aehr test systems analysis
SoFi
Nebius
Tempus AI
Rubrik earnings recap Q4 2025
Duolingo: the stock the market hates (Q4 earnings recap)
Zeta earnings recap Q4 2025
Nvidia earnings recap Q4 2025
MercadoLibre earnings recap Q4 2025
MercadoLibre
Axon earnings recap Q4 2025
My favorite software stocks to buy right now
AppLovin
Nebius Q4 earnings recap
Duolingo Q3 2025 earnings review
ServiceNow earnings recap
Dlocal
TheTradeDesk
My top picks for 2026
Tesla
Spotify
Nebius: more than meets the eye
HIMS

How they make money

How Micron makes money
How NVIDIA makes money
How Marvell makes money
How Bloom Energy makes money
How Coherent makes money
How MercadoLibre makes money
How Sandisk makes money
How Axon makes money
How SpaceX makes (no) money
How Palantir makes money
How Amazon makes money
How Meta makes money
How Microsoft makes money
How Alphabet makes money
How ServiceNow makes money
How Netflix makes money
How Tesla makes money
How ASML makes money
How Lumentum makes money
How SK Hynix makes money
How AsteraLabs makes money
How TSMC makes money
How Broadcom makes money
How AMD makes money
How Duolingo makes money
How Sofi makes money
How Warner Bros makes money
I love how accessible the content is. It’s simple, clear, and straight to the point without being long-winded.
Pleun · Investing Visuals reader

No articles at this access level in this category.

2

Compare alternatives

Place businesses side by side through revenue growth, dilution, valuation, and financial health to understand the tradeoffs.

Business battles

Nebius vs Coreweave
Crowdstrike versus Palo alto Networks
AsterLabs vs Credo
NVIDIA vs Alphabet
Micron vs SK Hynix
Google vs Meta
ASML vs TSMC
Nebius vs Iren
Palantir vs ASML
Netflix vs Spotify
NVIDIA vs AMD
Amazon vs MercadoLibre

No articles at this access level in this category.

3

See the bigger picture

Understand technology shifts and timeless investing principles before deciding what a development means for a company.

Tech write ups

My favorite investment themes for 2027
The semi sell-off: opportunity?
From $3 billion to $91 billion market: A deep dive into the photonics value chain
AI memory deep dive: Understanding the industry and who's to benefit
The AI data center bottlenecks map
My favorite software stocks to buy right now
AI and the future of software: who wins and who’s at risk?
2026: The comeback of software stocks?
AI: it's about survival
AI: hype or revolution?

Timeless visuals

Don't focus on stock price
Focus on the long term
Why you should invest
Watch the business
Buy broken stocks, not broken businesses
Why position sizing matters
Don't wait for the perfect time to buy
Expectation vs reality
Master your mind
What it takes to break even
Watering the flowers
Missing the best days
How conviction is build
A winner's mindset
This one stock...
Saving versus investing
Stock market hype cycle
Two forces
Founder led companies
Age is your biggest asset
Your first million

No articles at this access level in this category.

4

Build in depth understanding

Connect the product, numbers, flywheel, moat, risks, and opportunity through complete company research.

Deep dives

WhiteFiber investment thesis
Rocket Lab deep dive - Is it worth the price?
A hidden gem in the AI scaleout
Ways to invest in the AI power buildout
From $3 billion to $91 billion market: A deep dive into the photonics value chain
Ouster - The eyes of AI
AI photonics: All roads lead to Sivers
AI memory deep dive: Understanding the industry and who's to benefit
Deep dive: Applied Optoelectronics - Let there be light
The AI data center bottlenecks map
Duolingo Deep Dive: Master of data driven experimentation
Astera Labs Deep Dive - The 'neural network' of AI
Rubrik Deep Dive: A mission-critical cybersecurity company
His deep dives are incredibly valuable. He has the ability to break down complex companies in a way that even a complete beginner can easily understand.
Maciej · Subscriber

No articles at this access level in this category.

5

Turning research into portfolio decisions

Watch research translate into position sizing, buys, sells, watchlist changes, and portfolio management decisions.

My portfolio

Portfolio update September - A new all-time-high (+70% YTD)
I bought three AI stocks today
Portfolio Update: What Did Well in August (and What Didn’t)
A big change to my portfolio: I closed two core position
Using AI to become a better investor
Major portfolio update July: Two out, one in
Why I consider selling these two positions
The semi sell-off: opportunity?
Portfolio update June: portfolio reached an all-time-high (+54% YTD)
Why I bought this memory stock
Portfolio update May - One out, two in
A new position: my asymmetric bet on edge data center energy
Portfolio update April - Up and onwards
Portfolio update March - It's a Kangaroo!
Major Portfolio update - February 2026
Shopping spree - January 2026
My investment journey
A new position - December 2025
Taking advantage of volatility - November 2025
Portfolio rebalancing - Oktober 2025
Major portfolio changes - September 2025

No articles at this access level in this category.

6

Stay up to date

Follow notes, developments, and key data points on companies as the thesis evolves over time.

Earnings Coverage

Ouster Q2 2026 recap: The foundation for Physical AI
Nebius Q2 2026 recap: they could sell out 2027 today, but chose not to
MercadoLibre Q2 2026: the flywheel that continues to turn
Axon Q2 earnings recap: growth, margins and valuation
Palantir Q2 earnings recap: AI sovereignty
Bloom Energy Q2 earnings recap: A record breaking quarter
SK Hynix Q2 recap: Demand, HBM and the memory supercycle
ServiceNow Q2 2026 recap: AI control tower, cybersecurity & margins
Ouster - The eyes of AI

Newsletter

New website and a small gift
Newsletter special: why investing belongs in school
Valuations update & my new e-book
Exciting news & the latest visuals
Pacing the AI frontier & what it means for AI stocks
This week's visuals
Recapping this week's earnings
This week's visuals
Newsletter special: when to buy a stock?
This week's earnings visualized
The collapse of situational awareness, hyperscaler capex and the future of AI
Unpacking earnings season
Earnings season is here!

No articles at this access level in this category.

The Person
The person behind the visuals

Hi, I’m Jan.

I am a Dutch investor, designer, and technology consultant. I started investing in 2016 and founded Investing Visuals in 2024 out of frustration with the financial jargon, clutter, and overcomplicated research that dominates the market.

In early 2026, I expanded my visuals with deeper analysis and began sharing my personal approach to company research and portfolio management. Having worked in the tech sector for over a decade, I primarily focus on technology, the space I know best.

I love breaking down complex tech trends, deep dive into businesses with multibagger potential, and positioning myself early before the broader market catches on. This strategy has helped me consistently outperform the market by a wide margin.

Don’t take my word for it

What community members say

A guide and partner

"Jan is a great partner and guide in walking you through AI and Tech investments, which he knows as a chef but can democratize easily so all of us understand the investment thesis"


~ Thomas 

Grasping the bigger picture

"I’ve been following Jan (Investing Visuals) for almost two years now, and I absolutely love his work! His visualizations of stocks make comparative analysis and grasping the big picture so much easier. "

~ Maciej

An active community

"Really happy with my spot inside the Investing Visuals community. Jan has built an active space where young and old come together to share their knowledge and expertise. "

~ Mats

Go-to resource

"Jan has quickly become one of my go-to resources for understanding the markets. The charts and visuals are exceptionally clean and professional. They make even complex topics feel intuitive and easy to grasp. "

~ Marios

Explore the community →
Note from Jan, founder Investing Visuals

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Questions, answered

Before you join.

What do I get the moment I join free?

The framework eBook is send right away. You’ll also receive the Sunday newsletter with new visuals, investing insights, and selected research. You can unsubscribe anytime.

What is the difference between Premium and Platinum?

Premium is the in-depth research layer: new deep dives, the full library, ongoing stock coverage, and my live portfolio with every transaction. Platinum is the cherry on top that adds a portfolio review with my thoughts, one on one support, direct access to me, and priority on research requests.

Why do I have to pay for certain content?

My goal is to help fellow investors like yourself to learn and grow. That’s why I share 65% of my content for free. The other 35% is much more in-depth and takes a lot of time to create. You pay for the added value of more depth. And on top of that, it’s a way to show your support if you like my content and find it valuable.

Why annual instead of monthly?

Annual saves 35% and matches how this work is meant to be used. A thesis takes quarters to play out, not weeks. If you prefer to test first, monthly cancels anytime.

How often will you email me?

The newsletter arrives every Sunday. I may send an occasional important update, but I aim to keep every email useful and your inbox uncluttered.

Is this financial advice?

No. Everything is shared for education and information only. Always do your own due diligence and make decisions that fit your goals, financial situation, time horizon, and risk tolerance.

Can I unsubscribe or cancel anytime?

Yes. Free readers unsubscribe from any email, and paid members cancel at any time.

Choose your plan

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