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Unclestocknotes @Unclestocknotes · May 16

Brad Gerstner 的 Altimeter 提交 2026 Q1 13F 報告

大幅買進了以下股票：
$NVDA
$CRWV
$UBER

賣出了以下股票：
$MELI
$GOOGL
$CPNG

前五大持股（共 13 股）：
1. $NVDA 28.57%
2. $META 19.61%
3. $UBER 10.06%
4. $TSM 8.10%
5. $MSFT 7.69%

- 買入最多的股票：
$ARM
$NVDA
$UBER
$CRWV
$AXON

- 賣出最多的股票：
$CPNG
$CFLT
$GOOGL
$Z
$MELI

- 新增最多的持股：
$ARM
$AXON

$ARM $AXON $CFLT $CPNG $CRWV $GOOGL $MELI $META $MSFT $NVDA $TSM $UBER $Z

Patient Investor @patientinvestor · May 2

Stocks expected to more than 3X their Free Cash Flow in the next 5 years:

Credo $CRDO: +231%
Tesla $TSLA: +266%
Nvidia $NVDA: +334%
Eli Lilly $LLY: +411%
Palantir $PLTR: +490%
HIMS $HIMS: +645%
Axon $AXON: +1476%
Amazon $AMZN: +1700%
Arm Holdings $ARM: +4142%

$AMZN $ARM $AXON $CRDO $HIMS $LLY $NVDA $PLTR $TSLA

Patient Investor @patientinvestor · May 2

RT Patient Investor
Stocks expected to more than 3X their Free Cash Flow in the next 5 years:

Credo $CRDO: +231%
Tesla $TSLA: +266%
Nvidia $NVDA: +334%
Eli Lilly $LLY: +411%
Palantir $PLTR: +490%
HIMS $HIMS: +645%
Axon $AXON: +1476%
Amazon $AMZN: +1700%
Arm Holdings $ARM: +4142%

$AMZN $ARM $AXON $CRDO $HIMS $LLY $NVDA $PLTR $TSLA

amit @amitisinvesting · Apr 21

RT Say No To Trading
Will be putting forth shareholder proposal to ban $ISRG earnings on Tuesday and Thursday afternoons.

$429 is level, if breached, I might add.

Both Intuitive Surgical and $AXON seem to have drama at same time, so this was no surprise given that mess lately.

Say No To Trading: $ISRG earnings always Thursdays after hours, so I’m always on Stairmaster when they happen (a leg day).

Sometimes I’m fumbling to buy, which is OK because I don’t use handles.

Today I can just use hands to type this, as numbers are good!

$AXON $ISRG

Patient Investor @patientinvestor · Apr 4

Quality stocks trading near their 52-week lows:

Berkshire $BRK (-12%)

Brookfield $BN (-16%)

Home Depot $HD (-23%)

Visa $V (-29%)

Microsoft $MSFT (-31%)

Ferrari $RACE (-34%)

MercadoLibre $MELI (-37%)

Fair Isaac $FICO (-54%)

Axon $AXON (-55%)

Adobe $ADBE (-64%)

$ADBE $AXON $BN $BRK $FICO $HD $MELI $MSFT $RACE $V

TacticzHazel @TacticzH · Feb 13

$APP $AXON $BKNG $CEG $CRM $CSU $GRAB $HIMS $MCO $MELI $MSFT $NOW $NVO $PME $SAP $SE $SOFI $SPGI $TOI $TTD $UBER $UNH

TacticzHazel @TacticzH · Feb 13

$APP $AXON $BKNG $CEG $CRM $CSU $GRAB $HIMS $MCO $MELI $MSFT $NOW $NVO $PME $SAP $SE $SOFI $SPGI $TOI $TTD $UBER $UNH

TacticzHazel @TacticzH · Feb 13

RT TacticzHazel
$10.000 invested 15 years go would now be:

$NVDA = $3.520.000
$TSLA = $2.720.000
$AXON = $1.700.000
$AVGO = $1.410.000
$TPL = $1.020.000
$FICO = $546.190
$BLDR = $514.63
$ASML = $470.790
$ANET = $416.230
$MU = $378.130
$MELI = 290.220
$AMD = $253.450
$AAPL = $243.630
$NFLX = $240.990
$MA = $224.240
$AMZN = $211.000
$MSFT = $194.000
$GOOGL = $192.000
$V = $188.110
$META = $176.139
$SPGI = $138.480
$NVO = $52.100

Picking the right company matters.

$AAPL $AMD $AMZN $ANET $ASML $AVGO $AXON $BLDR $FICO $GOOGL $MA $MELI $META $MSFT $MU $NFLX $NVDA $NVO $SPGI $TPL $TSLA $V

TacticzHazel @TacticzH · Feb 3

10 High Quality Companies in a big drawdown

$SE -69%
$NKE - 65%
$NVO -63%
$UNH -54%
$CSU -52%
$ORCL -51%
$NOW -49%
$RACE - 47%
$AXON -41%
$HOOD - 41%

And this is all happening while markets are touching ATHs.

$AXON $CSU $HOOD $NKE $NOW $NVO $ORCL $RACE $SE $UNH

TacticzHazel @TacticzH · Feb 3

RT TacticzHazel
10 High Quality Companies in a big drawdown

$SE -69%
$NKE - 65%
$NVO -63%
$UNH -54%
$CSU -52%
$ORCL -51%
$NOW -49%
$RACE - 47%
$AXON -41%
$HOOD - 41%

And this is all happening while markets are touching ATHs.

$AXON $CSU $HOOD $NKE $NOW $NVO $ORCL $RACE $SE $UNH

TacticzHazel @TacticzH · Jan 17

$AXON has delivered 15 consecutive quarters of over 28% growth.

One of the most impressive growth stories in the market right now.

When is the price right for this one?

$AXON