$Snowflake(SNOW)$ a small position of mine but I'm glad to have this as my investment, it's one for the future. Of course the company still needs to execute almost perfectly in order to have this high valuation, so I'm keeping my fingers crossed on this too give a good return in future. With AI, this company would be great in my humble opinion.
$TransMedics Group, Inc.(TMDX)$ This is my long term investment with bull case below. Monopoly-like Position: TransMedics is essentially revolutionizing organ transplant therapy. Its Organ Care System (OCS) allows organs to survive significantly longer outside the body than traditional cold-storage methods, drastically increasing the pool of viable transplant organs. Vertical Integration: To combat logistics bottlenecks, the company aggressively acquired a private aviation fleet (TMDX Aviation). High flight hours suggest strong, durable demand for their dedicated organ-transport services. Massive Long-Term Goals: The CEO has stated a long-term target of facilitating 30,000 transplants by 2032, generating over $2 billion in annua