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Exciting news & the latest visuals
Businesses covered in the week's newsletter: CRWD, RBRK, PANW, MU, CRDO, ALAB, RKLB
Hi fellow investors,
In this week’s newsletter, I’d like to start with some exciting personal news. Some of you already know, but I’m going to be a father!
In fact, it could happen anytime now because our due date is October 8th. It’s up to our little one when he or she decides it’s time to join the world. We don’t know what it will be yet.
I also wanted to share this because I’ll probably be posting a little less content for a while once our baby arrives. I of course hope you’ll stick around for the long run, because there’s a lot of exciting stuff on the horizon.
With that said, let’s dive into the latest visuals!
Updated one-pager analysis
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Note on cybersecurity stocks: I personally don’t think they are attractive buys right now. They’ve had a massive run over the past month and valuations are stretched. I recently took some profits and trimmed one of my core cybersecurity positions.
On the contrary, I think memory stocks look quite attractive right now, with Micron and SK Hynix being my favorites.
On the contrary, I think memory stocks look quite attractive right now, with Micron and SK Hynix being my favorites.
Business battles
Latest article
Last week, I shared which three AI stocks I bought during the Monday tech sell off, which I wrote about in the prior newsletter. I think any sizable drawdown in AI stocks can create a great opportunity to add to the highest quality names.
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 for a potential red day today. On this page As you may know, I run a dual portfolio with both software and
Jan (Investing Visuals)
New deep dive incoming!
It’s been a while since I published a new deep dive and, after doing a poll in the community, Rocket Lab came out on top. I hope to finish it early next week. Excited to share it with you!
Here’s a pretty cool blueprint of their latest rocket, Neutron:
A new visual format
I’ve been working on a new format lately, which marks my first step in moving from static visuals to dynamic videos. I’ll continue to make my trademark visuals, but I’ll gradually introduce more of these to hopefully bring you even more value in the content I share.
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