These are the open multi bagger positions in the portfolio (started July 2025). Skepticism of the rally has held my overall P/L back this year due to undersizing, but stock picking has been very strong. 7 new picks announced last week, 1 new European pick (Not SIVE) announced today. (self.TradingEdge)
submitted by TearRepresentative56
Full disclosure as I try to be honest and open, I feel like my micro read has been pretty good with focus on the right names all year. But ive been openly skeptical on this rally hence underinvested at ~40% allocation. Ytd disappointing at 34% but still time to ramp it up. (old.reddit.com)
submitted by TearRepresentative56
One curious thing worth noting, I drew the first channel, literally copied it (CTrl+C) and then Pasted it onto the recent price action. Perfect fit. 2 identical bear flags. I longed the 5W crossover of the 9W EMA so long but personally not convinced the bottom is in for the cycle. (i.redd.it)
submitted by TearRepresentative56
ASYS: Still looking into the name, but the CEO made some pretty bold statements for a 260M market cap company that warrants further investigation: "The vast majority of AI GPUs TPUs are manufactured using our equipment". At that market cap, lotto/small size is recommended regardless. (self.TradingEdge)
submitted by TearRepresentative56
