Silicon Motion is listed as one of the creator's top seven portfolio stocks.
Source Post
Growth stock portfolio review - September 2026
Sep 3, 2026
The creator reviews their growth stock portfolio at the end of August 2026, highlighting top holdings and recent performance. They discuss individual stock updates, including technology conferences and earnings reports, and express excitement about a new portfolio addition. The creator also mentions their new membership service for in-depth analysis.
Linked Mentions
Tickers discussed in this post
Onto Innovation (ONON) is the creator's favorite new stock and portfolio company, found to be compelling right now.
Lumentum is mentioned as a portfolio company whose technology conferences will be reviewed.
Astera Labs (ALAB) is the creator's highest conviction stock, with current pricing around $300 presenting a stronger opportunity than when it traded over $450.
Linked Signals
Tracked calls opened from this post
ALABbuy opened Sep 3, 2026
+1.37%