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AMD: The Perpetual Second
Equity research report
16 hrs ago
•
Emir M
4
Palantir Technologies: Alex Karp's New Target Changes Everything!
CRITICAL RESEARCH UPDATE
Jul 5
•
Emir M
11
4
My personal portfolio, 1 July 2026
Quick update
Jul 1
•
Emir M
4
1
June 2026
Mercado Libre: Built The Rails, Now Renting Them Back
Equity research report
Jun 28
•
Emir M
4
1
My personal portfolio, 26 June 2026
Taking advantage
Jun 25
•
Emir M
1
My personal portfolio, 20 June 2026
New companies added
Jun 20
•
Emir M
7
S&P Global: Undervalued Even With AI Disruption
Equity research follow-up coverage, rating unchanged
Jun 18
•
Emir M
4
1
Shopify: Software is in AI Crisis. Shopify is Accelerating.
Equity research report
Jun 9
•
Emir M
4
1
Sanrio: Hello Kitty Is A Compounding Machine
Equity research report
Jun 2
•
Emir M
6
1
1
May 2026
Pre-IPO: SpaceX Is The Craziest IPO In History, And Maybe The Most Important Company In The World
Space Exploration Technologies Corp has filed for U.S. IPO and Nasdaq listing
May 28
•
Emir M
6
3
Robinhood Markets: A Disappointing Q1 For The Lazy Investor
Equity research follow-up coverage, rating unchanged
May 17
•
Emir M
4
1
1
Palantir Technologies: I Was Wrong About Palantir, And So Were You
Equity research follow-up coverage, rating upgrade
May 9
•
Emir M
30
7
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