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Weekly #85: Is Dell Still a Buy After a 220% Run?
Portfolio +34.8% YTD, 3.2x the S&P since inception. Plus, Dell broke every record in Q1 FY2027 and raised the year by $27B. My base case moves to $639…
Jun 7
•
George Atuan, CFA
2
5
Weekly #84: Micron Went Parabolic. I Raised My Target.
Portfolio +39.3% YTD, 3.0x the S&P since inception. Plus, my 2026 pick, MU, went parabolic (+229%) in five months. Here is my updated view.
May 31
•
George Atuan, CFA
3
7
Weekly #83: My February Pick Is Up 140%. Is the Operator Thesis Done?
Portfolio +30.0% YTD, 2.8x the S&P since inception. Plus, since I added Dell to the portfolio with my February trade alert, it’s up 140%, one of the…
May 25
•
George Atuan, CFA
2
11
Weekly #82: Letter From an Older Brother (Who Also Started Broke)
Portfolio +27.7% YTD. Plus, a letter for anyone in their twenties who's been told the system is rigged and the only way out is the trade that 10x's by…
May 17
•
George Atuan, CFA
4
2
9
Weekly #81: The Two Questions That Stop You Selling Winners Early
Portfolio +32.0% YTD, 3.0x the market since inception. The most expensive bias and the two questions I ask instead of locking in.
May 10
•
George Atuan, CFA
4
Weekly #80: Why I Stopped Using Stop-Losses 14 Years Ago
Portfolio +27.5% YTD, 3.1x the market since inception. Plus, the price rule that locks in losses you'd never have realized and the conviction stop I use…
May 3
•
George Atuan, CFA
5
1
12
Weekly #79: Why I Cap Even My Best Calls at 5% (Position Sizing)
Portfolio +26.8% YTD, 3.2x the market since inception. Plus, the position-sizing math that makes "all in" the fastest way to vapourise a decade of…
Apr 26
•
George Atuan, CFA
5
Weekly #78: TSMC Beat Every Line, The Market Yawned. That's the Setup
Portfolio +24.6% YTD, 3.2x the market since inception. Plus, TSM's revenue +40.6%, margins highest in a decade, full-year guide raised, but TSM…
Apr 19
•
George Atuan, CFA
4
1
Weekly #77: The Physics of Investing, Why Higher-Order Thinkers Win While the Crowd Panics
Portfolio +18.2% YTD, 3.6x the market since inception. Plus, why the best investors think in derivatives, not headlines.
Apr 12
•
George Atuan, CFA
9
1
12
Weekly #76: "Everyone has a plan 'till they get punched in the mouth"
Portfolio +10.2% YTD, 3.8x the market since inception. Plus, xx
Apr 5
•
George Atuan, CFA
3
12
Weekly #75: 7 Mines, 3 Metals, One Thesis
Portfolio +6.4% YTD, 4.7x the market since inception. Plus, seven North American mines, $2B in expected free cash flow, and a metals cycle tailwind. Is…
Mar 29
•
George Atuan, CFA
7
7
10
Weekly #74: Micron Q2 2026. The Supercycle Just Got Louder. My Target Goes to $934.
Portfolio +5.2% YTD, 3.7x the market since inception. Plus, MU prints records across every line. A war that widened the moat. And a guidance number that…
Mar 22
•
George Atuan, CFA
6
17
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