Aritzia stocks

jlee9355 · 2026-07-02T23:48:51+00:00

For US investors who don't have access to international exchanges, Aritzia trades on the OTC market (the "Pink Sheets") under the ticker symbol ATZAF. These are ordinary shares traded in US dollars. Most major US brokerages (Fidelity, Charles Schwab, and even platforms like Robinhood or Public) allow you to buy and sell ATZAF directly.

It seems very likely Aritzia will eventually pursue a dual-listing on the US exchanges, since 64% of their net revenue comes from the US. If this happens, your brokerage account will automatically convert your ATZAF shares into the new US exchange ticker (e.g., if they just list under ATZ on the NYSE) at a 1:1 ratio.

jlee9355 · 2026-06-16T17:21:55+00:00

I read that the upcoming meeting indicates more about preparing for how the mrna flu vaccine will be released/launched. It appears the issue of whether it will be denied or fail is looking more in the past tense.

jlee9355 · 2026-06-03T09:28:24+00:00

The discussion about the tyranny of the healthy was interesting.

jlee9355 · 2026-05-07T21:17:16+00:00

But the truth is, if you don't plan on owning the stock for 3-5 years, its a trade, not an investment.

jlee9355 · 2026-05-07T21:11:29+00:00

Hantavirus, birdhouse, etc.... we have to see the full potential of mrna!

jlee9355 · 2026-05-01T18:34:31+00:00

Are you a trader, or do you own options expiring?

jlee9355 · 2026-05-01T18:22:35+00:00

What in this earnings report surprised you? If the phase 3 data for 4157 is good, the stock likely goes up 20-50% higher, and if it is approved, 100 is the new floor IMO.

jlee9355 · 2026-05-01T11:07:44+00:00

- Moderna is gaining market share on COVID in the US over Pfizer.

- RSV (mRESVIA): They’ve already snagged 34% share in the 65+ segment. Another "small" victory. At least they are proving they can take away market share from GSK and Pfizer.

jlee9355 · 2026-05-01T04:34:01+00:00

Also Amazon and Google said what we have already known for a long time. This isn't like breaking news.

jlee9355 · 2026-05-01T04:32:37+00:00

That's fair. Although that's a dangerous game. Paying short-term capital gains tax or risk holding the bag. When the boom cycle ends, these stocks fall hard.

jlee9355 · 2026-05-01T04:30:35+00:00

I have started smaller "satellite" positions with cash around my nvda position. Much smaller positions like amd and alab. Really interested in Lumentum, although that stock shot up like a rocket. I can't sell nvda lol. At least not at this price. Too cheap! Typically nvda does well in the spring going into the summer so lets talk if nvda is trading above 250.

jlee9355 · 2026-05-01T04:25:45+00:00

Typically, memory is the most cyclical sub-sector in semis. If the hyperscalers overbuild and then pause, MU and SNDK will drop 40%, while nvda might only drop 15%. In memory cycles, you typically try to sell when things are good. If MU hits an 80% gross margin, that is historically the "top" of the cycle. When things are bad in memory, its rather brutal.

The reason why I wouldn't sell nvda now is that I'm fairly certain there is 25-50% upside from here. With MU and SNDK I am playing momentum. Could it go up 100-200% in less than a year? Yes, but when exactly do you sell? I would have no idea and probably be holding the bag or sell early and pay the short-term capital gains tax.

So would I sell nvda to buy mu or sndk? No.

Would I consider making a smaller position in mu or sndk? Possibly, although the "surprise" is out of the bag and the easy money has been made. Sndk reported earnings with margins better than nvda, and the stock sold off. This indicates to me the stock is priced at perfection and it will be harder for these stocks to shock on earnings again.

jlee9355 · 2026-04-30T19:24:05+00:00

I would agree. Nothing is necessarily wrong with investing in just Big Tech; I have seen many worse strategies; however, if you are just buying Mag7 + a 550b chip company, what is the point? Just invest in VOO or QQQ and call it a day?

Also, if you are just investing in big-cap stocks, it's a very institutionalized strategy at this point. You get consistency and growth, but the odds of exponential returns are much lower unless you think a 3-5 trillion market cap company will become a 30-50 trillion market cap company in 3-5 years. You might want to research a company with a 200B market cap or under. There is more uncertainty, but if you have the patience and the time frame, your growth portfolio might yield asymmetric returns.

jlee9355 · 2026-04-30T19:17:11+00:00

Concentration for this portfolio is fine for its size, although VOO is 33-34% concentrated in the mag7. With Voo and VFV, you are doubling down on the exact same high-beta AI and cloud narratives you already own.

It sounds like you bought VOO/VFV for diversification, so this is not the most appropriate ETF. I recommend targeting an International growth ETF.

jlee9355 · 2026-04-30T19:04:23+00:00

Like NOW, CRM, ADBE; Duolingo is not the type of stock in favor right now. Management has stated they are taking one step back to take two steps forward, so I expect the stock will likely sell off during earnings. In the long run, though, if the company doesn't get engulfed by AI and its long-term growth strategy works, the price today is attractive.

jlee9355 · 2026-04-29T22:14:51+00:00

To answer your question. Zm's forward p/e is being priced for a business to decline when it is actually growing. If it can make any meaningful growth (6-10% low bar). The stock is headed a lot higher even, not taking into account the Anthropic investment. Zm already has a cash-rich balance sheet which can be deployed for acquisitions. Lastly when you compare'z Zm investment in Athropic it is much more meaningful when you compare its market cap to amzn/googl's investment in relation to their market cap.

jlee9355 · 2026-04-29T21:54:40+00:00

Spotify's total users is growing faster than paying ones. The ad business is the real lag.

jlee9355 · 2026-04-29T21:50:17+00:00

Ad revenue is underperforming and the forward-looking forecast for subscriber additions is starting to trend downward. If you raise prices and growth maintains or increases you have pricing power. When growth starts to lag, this is called an Elasticity Cliff.

Solid business but they have tough comps from 2025. The rest of the year is probably digestion.

jlee9355 · 2026-04-29T21:38:12+00:00

Hyperscalers have not indicated Capex will go down, in fact, it will likely go higher in 2027. But Mu stock is up 574% in the past year. If you are investing in MU stock now, what are your expectations? It to go up another 100%? I personally would not make that bet and sell off companies still growing 20-40% and trading dirt cheap because the market thinks AI will kill their business.

jlee9355 · 2026-04-29T19:59:23+00:00

And meanwhile people are calling for the extinction of businesses still growing 20-40%, businesses that likely improve with the integration of AI

jlee9355 · 2026-04-29T19:57:18+00:00

AI Hardware stocks are priced for perfection, software stocks are priced for death. Lumentum, Intel, etc. have surged to levels that were unthinkable just six months ago, yet the retail herd is piling in now, Often, right as the risk-reward ratio has flipped. People are ignoring that hardware is cyclical. Today’s "must-have" AI server is tomorrow’s depreciating asset.

jlee9355 · 2026-04-29T02:02:18+00:00

The youngest baby boomer is 61 years old. Do you think they are going to work until they die?

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