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SpaceX Deep Dive: $2T IPO of the Century!
The long awaited SpaceX IPO is here!
18 hrs ago
•
Ray Myers
9
2
Big Portfolio Trade: Selling and Buying!
Making important changes to the portfolio to better position in this market.
May 21
•
Ray Myers
6
2
IREN Deep Dive: The Next AI Hyperscaler?
Transitioning from Bitcoin Mining towards Global AI Cloud.
May 19
•
Ray Myers
10
3
Dlocal Q1 2026: Missing the Forest for the Trees!
Stock is down 20% in the past month, despite 73% TPV growth and 55% revenue growth.
May 17
•
Ray Myers
15
4
Nu Q1 2026: Incredible Growth vs AI Hungry Market!
Stock is down 21% in the past month, despite 53% revenue growth and 56% net income growth.
May 16
•
Ray Myers
19
5
Nebius Q1 2026: Upgraded 2030 Valuation Model.
671% ARR Growth, showing incredible execution from Arkady and the Nebius team.
May 14
•
Ray Myers
11
4
Micron: The AI Memory Supercycle!
US memory chip manufacturer experiencing AI-driven, Nvidia-like demand growth for its chips!
May 12
•
Ray Myers
12
8
IREN Q1 2026: Nvidia Partnership Established!
$3.4B AI Cloud customer contract and $2.1B potential investment from Nvidia!
May 8
•
Ray Myers
14
6
Grab: 2030 Valuation Model!
Estimating 2030 Financial Results and Target Share Price.
May 7
•
Ray Myers
8
2
Grab Q1 2026: Dealing with Iran War Oil Shock!
Strong GMV, revenue and ADJ EBITDA growth, despite disruptions!
May 6
•
Ray Myers
11
2
Sofi: 2030 Valuation Model!
Undervalued fintech trading 46% below 6 month high!
May 3
•
Ray Myers
8
2
April 2026 Portfolio Review!
+151.76% Since Founding, a CAGR of 16.58%.
May 2
•
Ray Myers
8
1
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