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COPY, PASTE, SCALE: The Emerging Markets Playbook
The growth story isn’t just in Silicon Valley anymore. From São Paulo to Jakarta, global founders are fast-tracking digital transformation… and they’re…
Jul 27
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Samsolid
2
STABLECOIN: IS TOM LEE RIGHT ON ETHERUM?
Why Tom Lee might be early, not wrong, on the future of finance. But how early is TOO EARLY?
Jul 26
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Samsolid
3
June 2025
BREAKING OUT OF THE WARFARE RANGE
Trade setup for the 2-week range in the markets!
Jun 17
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Samsolid
1
RUNNING HOT?
There will be signs... word of caution.
Jun 11
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Samsolid
4
GITLAB: WHEN EXECUTION IS NOT ENOUGH
GitLab great reported earnings, and yet, wall street sold it off. Here's what I am planning to do!
Jun 11
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Samsolid
1
THE PROBLEM WITH PREDICTING THE TOP
It’s easy to fear a crash. Harder to ride a bull.
Jun 7
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Samsolid
1
NEVER SELL WHEN VIX IS 50
Why the market keeps climbing despite bearish headlines... and what it means for your next move.
Jun 4
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Samsolid
3
CROWDSTRIKE: GREAT EARNINGS, TOUGH EXPECTATIONS
Still the leader of cybersecurity... but royalty comes at a price.
Jun 4
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Samsolid
2
TEMPUS AI: WHY WE BOUGHT THE DIP (AGAIN)
Reflection on the shortcomings of a recent short report from Spruce Point Capital... why this might be an opportunity for a trade.
Jun 1
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Samsolid
3
May 2025
MARVELL: IS INLINE GOOD ENOUGH?
$MRVL reported an inline quarter with guidance also inline. But it just wasn't good enough... here's what I did!
May 30
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Samsolid
1
THE CYBERSECURITY CONSOLIDATION: SENTINELONE
$S SentinelOne is down 11% after coming short of expectation. This is why!
May 29
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Samsolid
1
SPACE: THE $1 TRILLION TAM
A dive into a rapidly growing market, $ASTS $RKLB and Starlink!
May 28
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Samsolid
10
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