To The Moon

Hello everyone! Today i want to share some trading ideas with you!

1.

Here's my updated systematic approach to my growth portfolio 🧐

🌳 Bonsai | $Palantir Technologies Inc.(PLTR)$ $NVIDIA Corp(NVDA)$ $Tesla Motors(TSLA)$ $TransMedics Group, Inc.(TMDX)$ $Amazon.com(AMZN)$ $Axon Enterprise, Inc.(AXON)$ $Cloudflare, Inc.(NET)$

• These companies, in their prime growth stages with the strongest competitive moats, have a proven track record of disruption and market leadership. (~50% of portfolio)

💼 Core | $Snowflake(SNOW)$ $CrowdStrike Holdings, Inc.(CRWD)$ $MongoDB Inc.(MDB)$ $MercadoLibre(MELI)$ $Trade Desk Inc.(TTD)$ $ASML Holding NV(ASML)$

• The sturdy backbone of my portfolio -- offering steady growth within secular trends. (~34% of portfolio)

💎 Mini-Monsters | $Global-E Online Ltd.(GLBE)$ $Rocket Lab USA, Inc.(RKLB)$ $DigitalOcean Holdings, Inc.(DOCN)$ $Unity Software Inc.(U)$

• These companies are carving out moats within niches of highly secular growth themes and possess significant potential for expansion. (~13% of portfolio)

🚀 Moonshots | $Jumia Technologies AG(JMIA)$ $IONQ Inc.(IONQ)$

• The high-risk, high-reward segment of my portfolio. Typically, these companies are relatively small and operate within emerging industries -- this is where the adage "don't invest what you can't afford to lose" truly applies. (~3% of portfolio)

2.

Reports coming out today that $NVIDIA Corp(NVDA)$ delayed Blackwell AI chips face overheating server issues -- sparking customer concerns over data center deployment timelines 👀

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