CONVICTIONLAB

I run a 10-company conviction portfolio. No hype, no guessing just high-conviction plays I’m willing to size into and hold. 📌 My core focus: LNG buildout ($NEXT) Fintech & payments ($DLO, $GRAB) AI & cybersecurity ($RBRK, $NVDA) Data center & infra ($VRT) Healthcare fortress ($UNH) Ethereum treasuries ($BMNR, $SBET) Robotics wildcard ($RR) I don’t chase noise. I build positions, sell options for income, and hold through volatility. Follow if you want alpha takes, insider buying alerts, and real skin in the game. The market rewards conviction. I’ve got mine.

@qatarairways Get a life scammer

@qatarairways I don’t expect an answer but will you re-route me via cathey pacific ?

For your convenience, if you have a confirmed booking for travel between 28 February and 30 April 2026, one of the following options is available: • Two complimentary date changes to a new travel date up to 31 May 2026, when rebooking on Qatar Airways operated flights • Refund of the unused value of your ticket We offer these simple ways to manage your travel plans right from the Qatar Airways website: -Self-rebook with ease via the “Manage Booking” section on our website. -Simply fill out our online refund application form to request a refund for the unused value of your ticket. For the latest updates and booking related assistance, please visit our official updates page: qatarairways.com/travelupdates Thank you for your patience and understanding.

@mvcinvesting Holding strong. $DLO

$DLO is still VERY cheap here. Happy shareholder.

@TechEquityEng I beat you by 1 share 😂

@ConvictionLab Wow lol this is me

$AUR $KDK According to the recent March 2026 article by the New York Times, driverless semi trucks are hitting U.S. highways in Texas, and the numbers are striking. 🤖🚚 • Aurora Innovation ran fully autonomous trucks last May on I‑45 between Dallas and Houston, logging 1,200 miles for FedEx and Uber Freight. • Truck drivers account for 26–40% of per-mile costs. Autonomous trucks could cut that significantly. • U.S. freight trucking generates almost $1T in annual revenue. Scale is coming fast: • Aurora plans to grow from a handful of trucks to 200 by the end of 2026 and 1000s by the end of 2027. • New routes include 1,000-mile runs Fort Worth → Phoenix, exceeding human legal driving limits. • Kodiak AI has 15 trucks on interstate routes now, aiming for fully driverless long-haul runs later this year. Other players are joining the race: • PlusAI, Volvo Autonomous Solutions, Einride, Waabi. Texas is the proving ground: long-haul routes, favorable regulations, and routes that allow trucks to operate close to 24/7. The driverless freight era isn’t coming. It’s already rolling down the interstate right now. Are you investing in autonomous freight? 👇

@mvcinvesting 12000 shares average 13,09

$DLO Q4 Earnings Report is out. Revenue of $337.9M vs. $296.1M est. 🟢 Adj. EBITDA of $78.4M vs. $76.9M est. 🟢 EPS of $0.18 vs. $0.18 est. FCF of $64.7M, +100% YoY TPV growth at 70% YoY 🤯 2026 outlook: TPV growth of 50-60% YoY Gross Profit growth of 22.5-27.5% YoY Operating Profit growth of 27.5-32.5% YoY ANNOUNCES $300M BUYBACK PROGRAM EXPECTED DIVIDEND PAYMENT OF $57M

@LC300563 @CasinoCapital Stfu absolute 🍋

@CasinoCapital You forgot about police, education, social services, recycling, refuse collection, planning, building control, parks and recreation, local roads, street cleaning, fire services, libraries, youth/community centres, street lighting, public transport....and the list goes on.

My council tax just passed £100 a week Seems a lot to get my bins emptied... 🤷‍♂️

$DLO nice

Great numbers

@amitisinvesting Definitely not, last month was the scariest horror movie I’ve ever seen.

does it feel like extreme fear to anyone?

Fact 100%

@KrisPatel99 Do we know what watch Noto is wearing.

$SOFI The biggest problem that could come for Sofi isnt investors... its depositors. They have enough liquidity to weather some withdrawals, but not if there is a cascade. If depositors pull their money out of Sofi. They would be hit with a bank run. The Loans they have on the balance sheet would then have to be liquidated and Im not sure what they would be worth mark to market. Interesting development to say the least... At least Sofi has been smart enough to dilute shareholders at an attractive price and raise capital before something like this showed up. Though I doubt Sofi will be able to maintain a 45 PE ratio... when JP Morgan, a supestar, trades at 12-15 and the rest trade at 10. The biggest problem that I see in all of this is the accusation of manipulating charge offs via sale of loans and financing the buyers of those same loans... Havent read the Sofi reply yet but man this is getting interesting.

@Gubloinvestor If it’s true what they say $RBRK should moon now 😂. Good luck

I have sold my position in $RBRK for the short term. This was purely a strategic move to raise some cash, and I fully intend to buy back in soon. i still believe the long-term fundamentals are incredibly strong, and in this environment, I expect the price to hold steady. If you’re holding for the long haul, I still view it as a Strong Buy. I'm just stepping out momentarily for liquidity reasons.

$DOCU (DocuSign) #earnings are out:

@QC_Capitals ✔️

Will you add $SOFI on this dip?

$CRWV every little helps. Quick in and out.

@pepemoonboy LFG

$SOFI shares fall 5.9% because of Muddy Waters short report. Soooo you know what I did 😉 Thank you for the $205 in premium Mr. Market.

@Gubloinvestor @CarsonTalkMoney Worked out well up to now.

$SoFi Technologies shares fell roughly 5% after short seller Muddy Waters Research announced a short position in the company’s stock. Muddy Waters described SoFi as "a financial engineering treadmill, not a healthily growing origination business," according to the announcement.

$SOFI not bad timing.

Added $SOFI $16.78