GrowthInvestingMastery

New portfolio review video is up! 📉📈🚀 $APP $ALAB $IREN $FIGR $CRDO $RDDT $XTIA $MU $PTRN $ELVA $LIFE $NBIS youtube.com/watch?v=S2BY_R…

@articfox345 Yep! Still pretty small allocation at this point, around 2% or so. I'd like to see one more report and where they guide. Would also be good to see the stock get through the 6 month lockup period post IPO and how it is trading then.

@GIMastery Looks interesting, do you have it as a starter position for now?

New post about an exciting technology platform for life insurance called Ethos Technologies $LIFE youtube.com/post/Ugkx38gb1…

@TamaraBendahan Nice, glad to hear you have been following my posts! First time hearing of Planet Labs, I will take a look at them as it looks like the revenue growth is picking up. Appreciate the mention of a new name.

@GIMastery I’ve been following you on Saul’s board for a while (but don’t think I can post there). Thoughts on $PL-they just reported earnings- their revenue is accelerating (2025-10%, 2026-26% and 2027 expectations for 40%), improving profitability metrics, solid GM, etc

New February growth portfolio summary is ready! 📉🚀youtube.com/watch?v=_OL5hm… $APP $ALAB $IREN $CRDO $FIGR $RDDT $MU $PTRN $ELVA $XTIA $NBIS $ARX $DAVE

New video is out! We examine the topics of FOMO and Tilt related to growth investing youtu.be/iwZPBRWffZQ

Incredible call and results from $CRDO! Fascinating to see the market reward optics and lasers companies posting numbers within their expected ranges, while selling companies like Credo posting phenomenal results today. Ironically Credo has a solution for Zero-Flap Optics which they say is far superior to commodity based optics that competitors produce. I'm in total agreement how strong the opportunity looks in Credo at currently prices.

Just finished listening to Credo $CRDO earnings call. I need to buy more Credo!! I think there is a very good chance they double their revenue in the next 12 months. Management literally said we are putting out a very conservative guide.

My general take is that companies which are somehow associated with only copper like $ALAB and $CRDO beat their guidance ranges and are delivering results now. Both companies have optical solutions currently or in the works. Been taking a close look at Applied Optoelectronics $AAOI again as well. Definitely a bit of FOMO from my side as I sold them last year, planning a video on the topic on my channel and see if it's worth initiating a position again albeit at a much higher price. The difference I see is that $AAOI landed in their guidance range and guided next quarter to right around where analysts expected. But it was really in the question and answer section where $AAOI revealed they would have a massive step up in revenue 1.5 years from now. This also depends on them scaling up a new factory which they said they just signed a lease for. The big contrast is in the management teams. Credo talks a lot about what could go wrong with supply chain, while Applied Optoelectronics talks how if everything goes right, how much demand they could capture. I'd prefer being in the company delivering results now, as to one talking about how well things could potentially go. That being said, if optics/lasers really is the future maybe getting in now is good. But I don't like to make tech predictions too much, would rather base my investments on results companies are posting.

@GIMastery I wonder what your thoughts on copper vs optics.. if you have time can you please comment …

@Smithusur Great report by $CRDO! I don't think the market rewarded them enough at for what the reported.

@GIMastery What do you think about CRDO earnings.

@dreamer_abh Nice yea, let me take a look and if there is enough there I'll mention them next time around!

@GIMastery Hi , can you look into AXTI .. which is supplier for these lite cohr looks it might fit your style .. love to see your feedback

So thoughts from the recent Electrovaya $ELVA earnings! youtube.com/post/Ugkx8PqKH…

New post on the AppLovin $APP earnings from last week! youtube.com/post/UgkxwYN1y…

Some thoughts on Astera Labs $ALAB latest earnings! youtube.com/post/UgkxK1rbn…

@Elevate881 Nice, yea probably up to around 7% after this recent bump up in price. Had some fortunate adds when the price got low recently.

@GIMastery thx gim, how big is your credo position atm?

Here are my thoughts on Credo's $CRDO pre-announcement of revenue numbers 🚀 youtube.com/post/UgkxwYlet…

@The_StockDoc It definitely seems like market misinterpreted the seasonality. This happened last year as well, but Reddit was recently public back then. I think it's just the trading algorithms seeing a sequential decline in revenue on a growth stock and selling off.

I’m a buyer of $RDDT here. Q1 seasonality isn’t surprising. Margins are phenomenal and they are growing their ad base and ROAS. Great international growth as well. Market misinterpreting these earnings imo. Let’s see next Q.

I posted my thoughts on $IREN's earnings over on Youtube for those interested. Still keeping IREN a as top position 🚀 youtube.com/post/UgkxPZQ3F…

@investing_bear Those profitability numbers are really scaling up as well, and I'm also impressed they seem to be able to grow revenue at 70% yoy consistently as least for now. Agree that the price on the stock looks a lot more attractive after this re-assuring result they posted.

Reddit's EPS the last 5 quarters: 0.36 0.13 0.45 0.80 1.24 (up ~250% YoY) ...will be around 0.90 next quarter (seasonality), but that's like +600% YoY. Fairly impressive. I'm back in. Would prob. be out if it gets back to $250+, but at current levels, seems a bargain.

@The_StockDoc Nice! These are two names I have my eye on as well with current prices, especially heading into earnings.

Picked up a little more $APP and $CRDO. Feels like Black Friday!

@TimothyTarab Yep good call out there, that is one thing holding me back from a higher position allocation on $PTRN. They have mentioned a big ramp at Coupang and TikTok, so I'm expecting this concentration at Amazon to be coming down over the coming quarters and something I will be tracking.

Congrats on the new video. the key risks on $PTRN, which I also took a look at, seem to be, that 95% of revenue is tied to Amazon. So, fee hikes or policy changes hit margins hard and margins are thin. Almost half of all revenue is related to two partners. Definitely a fragile model and worth watching closely.

New growth stock portfolio summary is live! 🚀🚀 youtube.com/watch?v=zAANjv… $IREN $ALAB $APP $ELVA $FIGR $PAY $CRDO $PTRN $RDDT $DAVE $SHLS $MU $TE $BHST $SMCI $DUOT $MSGM