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 👀 Follow me to learn more about analysis!!