Jun 11 (edited) • Entries📈
Entries June 11
Hello everyone! I’m currently watching the first game of the FIFA World Cup, my country Mexico is playing the first game against South Africa, so far we’re winning 1-0 at the half time.
Portfolio is finally having an amazing day up 4,8% after some turbulent days!
And I’m buying a little bit (1%) of the following names
NBIS
RKLB
BE
These 3 have been my biggest winners of 2026
AAOI
LITE
The thesis is that the optical names were wrongly sold off and are now rebounding as they should. It signals a bullish mean-reversion view, without a fresh buy action or price
The final purchase is
AMZN
I believe the market has yet to price in the efficiency wave that AI will bring to businesses like Amazon
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Entries June 11
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