Main Street Capybara
1.3K posts












$RKLB SpaceX rumored IPO valuation: $2T Rocket Lab valuation: $38B Something tells me gap closes a bit before arguably the most anticipated IPO in history.


Kaizen Portfolio update of January. The portfolio was up 11.56% with some big shifts in the distribution. I did not buy or sold anything this month. For the first time since 2 years, $PLTR is not my biggest holding. My holdings: $PL: Daily earth imaging $PLTR: Big data analytics $RKLB: End-to-end space solutions $FLNC: Smart energy storage $IREN: Sustainable AI datacenters $GOOGL: AI-first ecosystem $ASM: ALD semiconductor manufacturing $AMPX: Ion-Lithium drone batteries $ASML: EUV semiconductor manufacturing $HOOD: Financial services platform $TMDX: Organ transplant therapy $CRWD: Cloud-delivered cybersecurity $HOLN: Building solutions $NU: Digital financial services $HIMS: Multi-specialty telehealth platform $NET: Cloud-based security solutions














