Creator Post Archive
Growth Investing Mastery
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May 16, 2026
Fast growing semi $KLIC Kulicke & Soffa could be undervalued
The creator discusses Kulicke and Soffa Industries (KLIC), a semiconductor equipment company, highlighting its recent strong revenue growth, impressive guidance, and solid profitability. The company's clean balance sheet, reasonable valuation, new product launches, and expansion in memory-based shipments are also noted as positive factors. The creator has a 5.4% position in the stock, indicating medium confidence.
May 7, 2026
AI GROWTH STOCKS rocket ship my portfolio at the start of May 2026
The creator reviews their growth stock portfolio for April 2026, highlighting AI-focused companies that drove portfolio gains. They discuss portfolio changes, including trimming some positions and adding new ones, and analyze individual stock performance and outlooks. The creator expresses renewed confidence in their strategy, particularly with strong results from Ethos Technologies and Silicon Motion, and anticipates upcoming earnings reports.
Apr 24, 2026
AI growth stock Silicon Motion $SIMO could be the best value in 2026
The creator discusses Silicon Motion (SIMO), a semiconductor company specializing in NAND flash controllers and storage solutions. The video highlights SIMO's strong growth prospects driven by its entry into the AI space with Nvidia as a key customer, its competitive valuation compared to peers, and its robust financial performance. Potential concerns include supply chain risks and broker restrictions on trading ADRs.
Apr 15, 2026
Turning FOMO into feedback: Improving your growth stock investing strategy
The creator discusses the psychological aspects of FOMO and tilt in growth investing, using Applied Opto Electronics (AOI) as a case study. They analyze their past decision to sell AOI, the subsequent massive run-up in its stock price, and whether it was a mistake or variance. The video also compares AOI to their current holding, Credo (CRDO), highlighting Credo's superior financial metrics and growth prospects, ultimately concluding that they likely made the right decision to sell AOI despite missing out on gains.
Apr 15, 2026
Finding the best growth stocks in March 2026
The creator reviews their March 2026 growth stock portfolio, highlighting five high-conviction positions: AppLovin (APP), Astera Labs (ALAB), Iren (IREN), Figure Technology (FIGR), and Criteo (CRTO). The portfolio saw additions to Criteo, Figure Technology, Reddit (RDDT), XTI Aerospace (XTIA), and Micron (MU), while trimming AppLovin and Astera Labs. The creator also discusses new additions like Ethos Technologies (LIFE) and sales of Dave Inc. (DAVE), BioHarvest Sciences (BHST), and Accelerant Holdings (ARX). The video touches on market conditions, individual company performance, and future outlooks for various growth stocks.
Mar 15, 2026
Finding the BEST GROWTH STOCKS for 2026!
The creator reviews their growth stock portfolio for February 2026, highlighting high and medium confidence positions. They discuss recent earnings reports, portfolio changes, and market trends, particularly focusing on AI's impact. The creator expresses optimism for AI networking stocks and neoclouds despite recent portfolio underperformance.