$NBIS $SNDK $MU $AMD $BE $LITE $MRVL $GLW $DELL $TSEM $AAOI $AEHR $MXL $PENG $SIVE $AXTI $CBRS $FLEXQ After giving it some thought, and for the benefit of the broader community, I'll be sharing ALL the research I create publicly moving forward, with a 2-week delay between when the subs get it and when everyone else does. Everything goes out as long articles, both on X and on Substack. You choose where, the research stays the same. That includes the 30+ long-form articles I've already written. I hope they help someone build their own thesis. The research belongs out in the open. What stays exclusive for subscribers is where the thesis becomes actionable: my portfolio updates, my trades (both long and short dated), and the X sub and Substack/Discord community. Funny thing, I've started re-sharing deep dives I wrote 3 months ago, and most names are getting back to the valuations they had in June, right before the unwind. My valuations, assumptions and thesis behind each name haven't changed. If anything, a really strong earnings season has only reconfirmed them. We're still very much at the beginning of the AI buildout. Maybe not the very beginning anymore, but there's so much more to come! So follow along and learn with me where the AI trade will take us. Bullish, Ren ⚡