If Figma were to acquire ZERO new customers... They'd still grow revenues by 36% I'm not aware of any big SaaS companies (other than Palantir) that is putting up these sort of numbers $FIG$PLTR
TIME! 😄 Are you still a $LULU lunatic? 🤣 ...or a buy-the-dip $META$ZETA beta? 😂 I no longer have TIME to update my portfolio on Blossom and I'm not linking my life savings to a 3rd party app that isn't federally insured. So I add today's portfolio return here as an image. 🏆😎 If interested, you can find the portfolio and returns at the Beskar Capital KTS website or here: https://www.blossomsocial.com/posts/The-Beskar-Capital-Comeback__POST-1786198266000-Yno9TsB4_qoQV3QbaHcPIAvML This is the Way! 🏄♀️🌊🏄♂️🌊🏄🌊read more
I am currently 47 years old. Unfortunately in that time frame I have lost a lot of family members. Some (most) were accidents, some to age, some to cancer, and one to suicide. That’s 11 deaths total. Only 1 person out of 11 had a will. When you are grieving the last thing you want to do is close an estate up. It’s even harder if nothing has been prepared in advance. After the initial shock of the death settles (the phase where everyone is usually nice), greed comes through in a most alarming manner. I’ve watched people turn into monsters. Make sure you have a will!!!! or people will fight.  I know most people hate thinking about their death or their spouses death but honestly it’s just a fact of life. I’ve personally been the executor of 2 estates now. This is my advice: 1. If your young get life insurance. If you’re retired it’s not worth it. 2. Make sure you have a will. 3. Make sure you have a personal directive. 4. Make sure you have a power of attorney set up. 5. If your married make your spouse the beneficiary of your TFSA and RRSP(has to be done through the account not the will), they will roll into the spouses account without taxation. 6. If you’re married, and you own a house, make sure both names are on the title, joint tenant, NOT tenant in common. This activates right of survivorship on property and doesn’t have to go through the estate. 7. If you’re married, both people should have their name on all the vehicles, joint, otherwise it’s a headache after death. 8. Buy a file folding system. I have a plastic one that has a clasp and handle. 9. Put EVERYTHING in this file folder that would be needed if you died tomorrow. a) all land titles B) information on house insurance so it can either be eventually canceled or name changed over. C) your will (or the location of your will),  power of attorney, and personal directive D) the information for your car, car insurance, and registration on vehicles. E) information on life insurance. F) all current year papers needed for filing your taxes. Because the survivor will have to do it and will need that information. G) where your household bills are. ALL OF THEM, electricity, gas, Netflix, magazine, subscriptions everything you can think of that is in their name. Because you are going to have to cancel them. H) their credit card information where to contact to cancel the cards I) birth certificate, SIN numbers, marriage, license, etc. J) information on all your investments accounts, bank accounts, etc. K) anything else you can think of for your situation If you’re married, I’d have one box per person. When you die, the funeral home will issue many death certificates. And your lawyer will give you copies of the will. These will be needed to change over any accounts. Everything else goes through the estate which is taxed and the lawyers take their fees so I’d avoid this as much as possible especially if you’re married. This is why having property in both people‘s names is so important because it doesn’t have to go through probate. I am widowed now and I have my black file folder and my two remaining children know if something happens to me, all they have to do is grab the folder. Everything they need to take care of my estate will be located in this folder. At the beginning of every year, I open this file up and go through everything to make sure it’s up-to-date. If you are young and do not own much or can’t afford a will, you can draft one up but it must be handwritten to be classified as a legal document. You cannot type it out!! If you’re not worth much, everything will most likely be sold to pay your bills and cover your funeral expenses. But you can state who your executor will be in your handwritten will.  Disclaimer I’m not a lawyer or an accountant and this is not legal advice. Talk to a lawyer and talk to an accountant. Make sure everything is set up for you and your situation. These are situations that I personally ran into. Good luck Also I’ll add in. IF you have a lot of assets make an appointment with your accountant first. They will tell you how to properly set things up. Then take that information to your lawyer. read more
Meta $META shares sink 3% on the day now sub $600 once again and trading for well below 20x forward earnings… Does this look like an opportunity to you? The market is scared about their spend and upcoming lawsuits.
$LITE +14% $MU +6.5% $SNDK +9% As someone long this trade and after stepping in to add to my positions, it is great to see these companies rallying off incredible earnings releases and step by fundamentals. Revenue growth continues to accelerated, for Lumentum to 102%, and at Micron and Sandisk over 350% Y/Y. Micron and Sandisk still rule with the cheapest valuation metrics, PE ratios around 7-8, while Lumentum is quite a bit higher around 60 even after adjusting for large GAAP losses caused by convertible bonds. The valuation in LITE is probably justified by the growth, but my preferred top picks at the moment remain MU and SNDK. https://youtube.com/shorts/oqY0dHVekZ8?si=y0ygjKmdFBhe7Ib0read more
Two days ago my portfolio hit $950K invested. Started 2026 at 806k imvested.. I don’t really celebrate every $50K milestone, but this one feels pretty cool. I’m now 95% of the way to $1 million invested. It’s taken me about 10 years to get here. I see people like @nettspend who contributes regularly at such a young age and know all those regular contributions, staying invested, and honestly, just letting time do its thing will fosure make younger folks on here millionares one day. I remember when having $100K invested seemed like such a huge number. Now I’m sitting at $950K and getting pretty close to that $1M mark. Gonna have to celebeate some how..feel free to throw me ideas of how we should celebrate? haha $50K to go. 👀 read more
After reaching the critical level of 10,000 followers (KTS #21 😉), we decided it was TIME to share the knowledge and our daily actions with incredible detail and insight on an adaptive platform that could handle stocks and options while sharing the specific tools that we use to monitor. A platform that would allow us more proximity with our community in a fun, interactive learning environment that can simplify the complex - all while allowing us to share even more content with more depth and latitude. Since launching this website in February, our most dedicated and invested followers have had the chance to enjoy: 📖 Weekly, relevant KTS posts - so 24 new KTS posts (without length restriction! 😂) 📝All of our trades & rationale (which have been transitioning in new areas and asset classes 😉) 🧙 Our views on this high period of volatility to be expected in the final stage of the meltup phase of the Real Estate/Banking crisis cycle ⚒️Access to our full tool suite (see our pinned post) These members have formed the first tranche of subscribers and have enjoyed incredible insights on the current state of the real estate/banking crisis cycle while observing the major accumulation in secular trend hidden gems 💎. These members have also been privy to how we are investing in a crosscurrent market where some equities are buys and some are sells. As we continue to transition the portfolio as inflection point peaks are set, we also share how to embrace the bear by demonstrating how to profit when markets head in the opposite direction. Ask yourself, why should the Wall Street Wolves be the only ones that earn outsized returns over a short period of TIME when markets fall? 😂 Our members have also been incredibly patient and resourceful with us while we were improving and fixing the usability of our website. And we are extremely grateful and thankful for their input. 🙏 Now we have a website loaded with content so it’s TIME for us to come back here, on Blossom - where this amazing journey started - as a genuine offer to further your financial acumen along the learning curve faster in this critical TIME. This was supposed to be the year of the most volatility, remember? 😉 So I intend to start posting content on Blossom again. 🤑🌊🏄 And I heard I won a Blossom award while away? So thank you to Max and for whomever is behind that! 🏆🙏 Our goal is, and will always be, to help you all learn and apply strategies to realize absolutely amazing, double-digit annualized returns. I want you to WIN 🏆 I will resume giving insights on our current view of the markets with our brand of proven unconventionalism (please tell me you finally discovered commodities by now? See our first post from March 9, 2024: “They are telling us so what are you waiting for?” post! Natural selection is alive and well! 😂🤣 Speaking of which, I see the conventionalists are still preaching their gospel in full force mode, right here on Blossom! 🤢🤣 As a gesture of the good TIMES of the past, I am sharing one of the KTS posts from the website - and in true Beskar fashion….. a true gem 💎 It’s also the very first KTS posted on the opening of our website. I find it particularly…..TIMEly! 😂 And it will give my conscience resolve. 😎👍 So here you go! https://www.beskarcapitalkts.com/featuredktspost The conventionalist script is everywhere - now more than ever as the institutions line up the retail bagholders. Regurgitated by the masses everywhere… investors are indoctrinated to think that the best investment strategy is to buy and hold a dilutive aggregate index fund to generate a meager average annualized real return of 9% - without any respect for the real estate/banking crisis cycle. We’ve proved it to ourselves countless TIMES over. With over 35+ years of investing experience, we know that an active investment approach can outperform with the right tool for the right market. Adapting is critical especially when markets are in a process of setting inflection points. 😉🏆😎 We have now reopened the membership window again: https://www.beskarcapitalkts.com/ I always give you my best! This is the way! 🌊🏄 Beskar read more
I think $FIG can work from here – 8.7x EV/Sales – 40%+ Revenue growth – Healthy net dollar retention in the mid 130s giving them a solid runway for growth Even with some multiple compression it should work
Can someone check on my biggest donator this week, the big short himself? Maybe he should have checked my posts before opening his shorts. Meanwhile $NBIS at $249. Did you listen anon?
One way to make comparisons with outperformers fairer is to start tracking them from the moment they actually get your attention. If you have thousands of investors, fund managers and strategies all doing different things, some are inevitably going to produce incredible historical returns. Some may be genuinely skilled. Some may have benefited from a particular market environment. Some may simply have gotten very lucky. The problem is that we usually notice them because they already won. Cathie Wood is a good personal example. ARKK returned roughly 35% in 2019 and 152% in 2020. That meteoric rise put her on basically everyone's radar, including mine, since I had just started investing around that time. My sister actually bought ARKK after that run. She eventually regretted that decision. At the time, Cathie Wood was being treated by many people as a visionary. Today, she is a much more polarizing figure, and some of her extremely bullish predictions are openly mocked. That change in perception is part of what makes the example so interesting. And that's why I think the fairer measurement starts there. Not because ARKK's earlier returns don't count, but because those returns were already known. They were part of what made people interested in Cathie Wood in the first place. What happened after you identified the supposed outperformer? Even then, there's an important caveat: you still need a huge amount of data before you can confidently say someone is a persistent market beater. A few more years of outperformance could still be luck, factor exposure, concentration, or simply a favourable market environment. At the end of the day, past outperformance is impressive, but when it comes to your decision today, it's almost like starting a new game. The old points don't carry over. You don't get to earn yesterday's returns. You're choosing between the opportunities in front of you based on which one you think offers the best expected outcome for the risks you're willing to take. One thing I find really cool about being a content creator is that it gives you a timestamped record of what you actually believed at the time. We can talk about products, managers and strategies while they're at peak hype, then come back 5 or 10 years later and see how those opinions held up. To me, that's a much more interesting test than looking backward, finding the winner, and then explaining why they were obviously the winner.read more
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A late night gift for fellow investors on Blossom who might be starting out their journey… this is a post about all the wonderful tools I use to research and monitor stocks, ETFs, Market News, Sector rotations and Insider/institutional Trading activity. I call it my investment tech stack, and here is my list: 1. OpenInsider Every Form 4 filing in one clean searchable database. When a CEO buys $1M of their own stock on the open market this is where I see it. I actually go on every week and look at open market purchase activity especially when it’s a cluster and then research those companies further. openinsider.com 2. Whale Wisdom 13F institutional holdings tracker I use it to track the hedge funds I like so I know what Driehaus, Hood River or Renaissance are holding and what they just bought or sold. It’s how I found many amazing small caps early on like ONDS, BBOT, ATAI, etc. Updated every quarter after the 45-day filing deadline and I will use it to write up my post about “Going Behind Enemy Lines to Uncover What happened with Situational Awareness’s rise and fall” in about 10 days when they submit quarterly filings. whalewisdom.com 3. Unusual Whales Ok this one I have deep love for, it’s how I landed SO MANY successful options trades and I check it every day for UOAs. I subscribe to the premium version for full access. Options flow and congressional trading tracker. When unusually large options activity hits a ticker before a catalyst Unusual Whales catches it. Also tracks what your elected officials are trading, make of that what you will. 😏 unusualwhales.com 4. Quartr Beautiful App that delivers Earnings calls, investor presentations and transcripts in one place. I use this to listen to management on quarterly earnings calls, I can search through transcripts for specific keywords and it pulls press releases for companies you track faster than any other source. I used it to write my post on banks exposure to private credit. quartr.com 5 .Portfolio Visualizer This one is Amazing for backtesting to see if logic held up historically, correlation analysis, factor exposure. When I want to understand how two assets move relative to each other this is where I go. My posts on ETF correlation were built using this tool. portfoliovisualizer.com 6. Seeking Alpha I love this platform and I subscribe to the premium version for full access. The best Sector dashboards, earnings calendars, and analyst reviews. The Seeking Alpha screener is where the sector ETF performance data in my rotation posts comes from and it does it through a great user experience. seekingalpha.com 7. FinViz My morning ritual, covers futures, sector heatmaps, screeners, and technical data. If you’ve seen any of my Before the Open posts a lot of that data is sourced from Finviz. It’s simple, to the point and free. Finviz.com Now for my favorite sources of market updates and news: 1. Barron’s I think it’s on of the most thoughtful long-form financial journalism sources available to retail investors. barrons.com 2. Bloomberg Breaking market news and macro analysis. This one is the only news app where I have notifications on 😅 bloomberg.com 3. WSJ The paper of record for business and economics. Primary source journalism on Fed policy, corporate earnings and geopolitics. wsj.com 4. Motley Fool Good for accessible company-level analysis. I read it for perspective not a primary source. A tip on here is how I got interested to look into INTC again in March and went in at $49 which turned into a Multibagger by May. Fool.com 5. Substack It’s an amazing jungle of great writers and if you can find the ones that have real substance you’re in for some great insights. I’d recommend “The Dark Side of The Boom” exceptional financial analysis. The Holy Grail of Platforms for me though is SEC EDGAR. Nothing for me replaces reading through official filings, pulling data out of balance sheets, reading about business segments, company risks, and understanding how a company is progressing YoY/QoQ. The bulk of my posts as you guys might already know are sourced from data points I traced back to a primary source filings like 10-Q, 8-K, 13F. The tools help me find the signal and I usually confirm everything from filings. So, there you have it my full stack of tools in one posts, if you found this useful I invite you to follow my account for more. Have a great weekend!read more
🎉 $100,000 Portfolio Milestone! 🎉 I finally reached $100K in my investment portfolio! 🥹📈 My journey started in April 2022, when I was still studying. I didn’t have a huge income or a perfect investment strategy. I simply started by saving money, cutting unnecessary expenses, and investing whatever I could. I still remember my first-ever monthly dividend: $19.52. At the time, it felt like such a small amount, but it was the beginning of something much bigger. Fast forward to today… my portfolio generates around $1,100/month in dividends. 💰 My goal isn’t just to build wealth for the sake of having a big number. I’m building this portfolio with a purpose — financial freedom and eventually helping fund a future home purchase. 🏡 I’ve definitely made a few mistakes along the way. Some investments worked out, some didn’t, and I’ve changed my strategy many times as I learned more. But I’m actually grateful for those mistakes because they taught me lessons that no book could. Looking back at where I started in 2022, I’m really happy with the progress. ❤️ $19.52/month → ~$1,100/month $0 → $100,000 portfolio The next goal? $250K. Then $500K. Then $1M. 🚀 Still a long way to go, but I’m enjoying the journey. One dollar, one dividend, and one investment at a time. Here’s to the next chapter! 🥂📈 #Investing #DividendInvesting #100KPortfolio #FinancialFreedom #PersonalFinance #WealthBuilding #InvestingJourneyread more
1. The SpaceX Synergistic Ecosystem SpaceX sits at the center as the “end-to-end enterprise platform.” Around it: • Starlink (global connectivity + bandwidth) • Grok / xAI (core intelligence + compute) • Tesla (energy + robotics) • The Boring Company (physical infrastructure / conduits) • Neuralink, X, manufacturing, and launch capacity The claim is straightforward: orbital bandwidth + underground loops + AI create a foundational hardware + intelligence layer that extends far beyond rockets. 2. How SpaceX Makes Money Clear revenue pillars today and tomorrow: • Commercial satellite launches (reusable Falcon economics) • Starlink (recurring broadband subscriptions, B2C + B2B) • Government contracts (NASA, Space Force, Artemis) • Emerging AI / data-center infrastructure (xAI synergy) • Longer-term space tourism, Starship cargo, and interplanetary commerce AI is shown as the optimization layer improving launch efficiency, reusability yield, and autonomous operations. 3. The Musk Industrial Flywheel Tesla is drawn as the institutional core, with power generation → energy storage → AI training → physical robotics (Optimus) → custom silicon (Terafab) → orbital launch (Starship) → space connectivity → off-world compute. One unified stack versus a fragmented industrial base. The shared logic across all three: Launch capacity scales Starlink → Starlink + ground infrastructure feed data and power → data + compute train better models → better models improve vehicles, robots, energy systems, and next-generation launch → the cycle compounds. SpaceX is the physical bottleneck-breaker (cheap, frequent access to space) that makes the rest of the stack more valuable. Portfolio note I’m evaluating opening a position for SpaceX exposure. The risk is real — capital intensity, execution on Starship, regulatory exposure, and valuation opacity. The asymmetric case rests on whether the flywheel actually compounds the way these diagrams suggest. I’m still stress-testing that assumption against current launch cadence, Starlink unit economics, and the capital required for the next leg. Curious how others are sizing any exposure here — direct, indirect, or sitting it out until a clearer public path exists.read more
Oftentimes the conversation of finance comes up when I'm just chatting with people cause I'm passionate about finance...however most of the time when I talk to people and talk about investing more often than not the people I talk to dont invest or are scared of the stock market or have "a guy" at the bank. I had a friend flat out told me he doesnt believe in the stock market...The stock market has probably created more millionaires than any other investment vehicle in history. Yet 38% of Americans/ 37% of Canaidans own zero stocks...ZERO I honestly find that crazy. You don’t have to be an expert. You don’t have to pick the next big stock. You don’t even need a lot of money to start. Just consistently invest and give it time. But the reality is, a lot of people just don’t care about investing. And that’s okay. However those are the same people that are surprised when they look back 20 years from now and wish you had started. read more
$GSGoldman Sachs announced an agreement to acquire NEOS Investments, for as much as $2.25 billion in a cash-and-equity deal. The transaction will add around 19 active ETFs and roughly $30 billion in assets under management NEOS Fund Line up is $SPYI$QQQI$BTCI$IAUI just to name a few Thoughts
I think it's important in investing, or really with anything in life, to challenge what you think you know and listen to other opinions. AI has given me life changing returns and time and time I hear "it's a bubble!", "it's a bubble!" I don't believe this is a bubble, but I want to keep an open mind. So, please tell me why you believe the AI buildout is a bubble, provide facts and statistics if you can. My intention is not to argue or debate, I just want to hear what people have to say.
Probably the flattest day I’ve had in the portfolio in a long time. Still up though, so I’ll take it! 📈 Was your portfolio up or down today? Let me know in the comments! 👇
📊 Long-Term Investing: The Power of Thorough Analysis When it comes to long-term investing, understanding the fundamentals of a stock is crucial. It’s not just about jumping on trends; it’s about making informed decisions based on solid data. This chart breaks down the essential financial statements—Balance Sheet, Income Statement, and Cash Flow Statement—that every investor should analyze before committing to a stock. 🔍 Balance Sheet: This tells you about the company’s financial health, specifically its assets, liabilities, and equity. A healthy balance sheet is a sign of stability and resilience. 💸 Income Statement: This shows the company’s profitability by detailing revenue, expenses, and profits. A strong income statement indicates a company that’s generating profits, a key factor for long-term growth. 💰 Cash Flow Statement: This reveals how the company manages its cash, from operations to investments and financing. Positive cash flow is essential for sustaining operations and fueling future growth. By mastering these fundamentals, you can make smarter investment choices that stand the test of time. Remember, successful long-term investing isn’t about timing the market; it’s about time in the market, supported by thorough analysis. $VGT$TXN$QQQ$AAPL$META #InvestSmart #LongTermInvesting #FinancialLiteracy #StockMarketAnalysisread more
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August Portfolio Update YTD = 20.42% vs 12.81% (S&P 500) My portfolio is split into two parts: core long-term holdings that I accumulate and rarely sell, and moonshot/high-beta stocks where I’m more active with tactical trades. My moonshot strategy is much more dependent on macro conditions, market momentum, and hot themes, so positioning can change quickly. I like to keep this 10% of my total portfolio. My core portfolio also includes ETFs like $VFV$QQC , $VCN , $VDY and $ZGLD . I like ETFs to make up around 10-20% of my total portfolio, acting as the foundation and helping lower overall risk. As a stock picker, I still want a healthy balance in case my individual stocks don’t perform as well as the broader market. Over time, I plan to gradually increase my ETF exposure toward 50% of my portfolio due to increased volatility in the market. Top 3: $AMD — AI is increasing demand for powerful server CPUs. As AI agents handle more tasks, data centers need more processing power. AMD benefits from growing EPYC server demand and continued market-share gains against Intel. $GOOG — Gemini is becoming a bigger part of Google’s products and revenue. Google Cloud keeps growing, more companies are using its AI chips, and YouTube remains very strong. Google owns many pieces of the AI ecosystem. $MU — AI data centers need huge amounts of memory, keeping demand strong and supply tight. Micron is spending heavily to increase production, while future growth could also come from robots, vehicles and other AI-powered machines. Bottom 3: (new buys) $KLAC — Makes the inspection equipment chipmakers use to find tiny defects during manufacturing. As AI chips, HBM memory and advanced packaging become more complex, manufacturers need more inspection steps, creating higher demand for KLA’s tools. $MRVL — Builds custom AI chips and the networking technology that moves data between GPUs, CPUs and memory. Growth is being driven by hyperscaler custom silicon, faster AI networking, optical connectivity and its expanding NVIDIA partnership. $CRDO — Makes high-speed connectivity chips and active electrical cables that connect servers, GPUs and switches inside AI data centers. As AI clusters get larger, Credo benefits from the need for faster, lower-power and more reliable connections. Moonshots: $NBIS — AI companies need more computing power, and Nebius is rapidly building data centers to meet that demand. Its partnership with Nvidia, growing customer base and plans for much more capacity give it a long runway for growth. $RKLB — Rocket Lab is growing beyond simply launching rockets. Electron launches bring steady business, its space systems division keeps expanding, and Neutron could unlock much larger missions, government contracts and satellite launches if execution goes well. $AAOI — AI data centers need faster connections between their chips and servers. AAOI makes the optical equipment that moves this data. Demand for its faster 800G and 1.6T products is rising, while the company is expanding production. Not financial advice; always do your own research. read more
