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Portfolio Holding
+1
Jan 31, 2026
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1 min read
Ending 1/30/2026
Value Investing Strategy
4 min read
Stop betting on charts and start betting on the people signing the checks.
Jan 30, 2026
With the Market-to-GDP ratio hitting 230%, history suggests the "AI Supercycle" cannot outrun the return of interest rates and mean reversion.
AMAZON-POSITIONS
Relax to Rich | Updated Apr 3, 2026
GOOGL POSITIONS
2 min read
MSFT-POSITIONS
NVIDIA POSITIONS
qqq-positions
Relax to Rich | Updated Apr 10, 2026
Options trading on SPX
Relax to Rich | Updated Apr 17, 2026
TENCNET-POSITIONS
TESLA-POSITIONS
Relax to Rich | Updated Apr 24, 2026
TSM-POSITIONS
