This week's visuals

Hey fellow investors,

We’re heading into the back end of earnings season, and things are starting to slow down a bit on the quarterly-results front. By now, all of my positions have reported. If all of yours have reported as well, I hope the results were strong and that the stocks treated you well.

The previous newsletters focused primarily on everything happening in the midst of earnings season. Now that earnings are slowing down, I’ll start writing about other investment-related topics again. If there is ever a topic you’d like to see covered, just let me know by replying to this update.

With that said, let’s take a look at the latest visuals I’ve published.

One-pager analysis

A little more about CRDO

This week, I shared on X and Instagram that I opened a new position in CRDO after its recent pullback. The stock is now down 43% and has entered what I’d consider undervalued territory. I believe it is significantly oversold right now.

Here’s what I shared on social media:

"I believe the current sell-off is a great opportunity to increase my exposure to AI connectivity. AI connectivity is one of my favourite themes, and CRDO and ALAB are both top-tier businesses.

• Revenue growth of more than 100%
• Pristine balance sheets
• Exposure to both copper and photonics
• Founder-led businesses
• Very strong margins

Yet CRDO is now trading at a significantly lower valuation than ALAB. I’ve made it a 4% position and will cap it at 6%, as revenue concentration is very high. I’m therefore being careful not to make it too large a position."

I haven’t done a deep dive on CRDO yet, but I did publish one on ALAB, which I have also held in my portfolio since February 2026.

Astera Labs Deep Dive - The ‘neural network’ of AI

Without data centers there’s no AI. But there are no data centers without businesses like Astera Labs. This deep dive will help you understand why Astera is such a crucial infrastructure player and if it could be an interesting investment.

Investing VisualsJan (Investing Visuals)

Speaking of my portfolio, I also shared my August portfolio update with paid subscribers. In it, I reflect on one of my worst-performing positions, what I’m planning to do with it, and why.

These types of reflections are a key part of my investment philosophy and have helped me improve my returns dramatically.

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

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

Investing VisualsJan (Investing Visuals)

Up next

My goal was to cover Marvell and Rubrik’s earnings last week, but after a very busy week at work, I wasn’t able to get to them. As we say in Dutch, “what’s in the barrel doesn’t turn sour.” In other words, those pieces are still to come.

I also ran a poll in the community asking which company I should cover in my next deep dive. It has been a while since I published one, so it’s time for another. The company with the most votes was Rocket Lab. I'm planning to publish the deep dive this month.

Time to wrap up this week’s newsletter. As always:

See clearly. Invest independently

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