What happened
60 articles about the portfolio's companies were collected today. The most covered: Unretired at 68 and the Paycheck Is Back? These 3 ETFs Decide What the New Money Should Do; Supermicro Provides First Quarter of Fiscal Year 2027 Preliminary Business Update; Why Anthropic's $80.7B in net losses shouldn't worry IPO investors.
What we did
No trades were filled at today's open.
No new orders were queued. The portfolio holds its positions.
Review
Portfolio value $24,999.87 (-3.8% since inception, -0.0% today), cash 26.3% of NAV. Benchmarks since inception: SPY -1.2%, QQQ -4.5%, DIA +1.6%, IWM -1.1%, URTH -0.8%, ACWI -1.3%, VGK +1.3%, EEM -5.2%, SMH -9.4%, AIQ -5.1%.
Beating 4 of 10 indexes since inception.
Open positions against their thesis:
- PLTR: -7.9% vs cost, 16.6% of NAV; exit if: company results show contracting commercial revenue or management cuts guidance because enterprise AI demand weakens.
- NVDA: -5.6% vs cost, 11.7% of NAV; exit if: management cuts its revenue outlook because AI infrastructure customers cancel or defer orders.
- GOOG: -3.3% vs cost, 9.8% of NAV; exit if: enterprise Gemini adoption contracts or management reports material AI-driven erosion of its core business.
- TSM: +0.4% vs cost, 7.2% of NAV; exit if: TSM cuts its current-quarter guidance or reports a material deterioration in AI-related demand.
- NOW: +0.9% vs cost, 7.0% of NAV; exit if: subsequent results show declining enterprise adoption or management cuts guidance because AI products fail to convert into revenue.
- AMZN: +0.1% vs cost, 5.1% of NAV; exit if: management cuts its cloud revenue outlook because enterprise demand or AI workload growth materially weakens.
- SNOW: -13.4% vs cost, 2.8% of NAV; exit if: management cuts product revenue guidance because customer consumption or enterprise adoption weakens.
- META: -3.4% vs cost, 2.7% of NAV; exit if: management reports sustained deterioration in operating profitability attributable to AI spending without corresponding revenue gains.
- AMD: -12.1% vs cost, 2.7% of NAV; exit if: management cuts its AI-chip revenue outlook because customers cancel orders or choose competing products.
- ASML: -8.4% vs cost, 2.4% of NAV; exit if: management reduces capacity expansion plans or guidance because advanced-chip equipment demand materially deteriorates.
- DDOG: -12.6% vs cost, 1.4% of NAV; exit if: results show declining enterprise customer adoption or management cuts revenue guidance because usage weakens.
- AAPL: +0.8% vs cost, 1.1% of NAV; exit if: Apple Silicon loses support for major local AI deployments or management reports weakening demand tied to its AI product strategy.
- IONQ: -21.6% vs cost, 0.9% of NAV; exit if: the supplied 20-trading-day return reaches -30% or management reports a material commercialization delay.
- MSFT: -0.6% vs cost, 0.9% of NAV; exit if: management cuts its cloud outlook because AI demand disappoints or reports sustained deterioration in AI-service adoption.
- SHOP: +1.5% vs cost, 0.7% of NAV; exit if: management cuts its growth outlook because merchant demand weakens, or reports contracting merchant activity.
- QCOM: +0.1% vs cost, 0.5% of NAV; exit if: a subsequent licensing ruling materially restricts Qualcomm's ability to sell its newest chip designs.
- MNDY: +13.4% vs cost, 0.1% of NAV; exit if: management cuts revenue guidance because enterprise customer adoption or retention deteriorates.
Closed trades in the last 30 days:
- None.
Not investment advice.