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Invest in AI, Avoid the Bubble - Ep. 3/4
AI Infrastructure
Feb 1
•
Lorenzo Bastianelli
2
January 2026
What I plan to do with $DUOL
Business Ontology in action for timing the market?
Jan 28
•
Lorenzo Bastianelli
1
Invest in AI, Avoid the Bubble - Ep. 2/4
AI-Powered Products & Services
Jan 25
•
Lorenzo Bastianelli
3
Invest in AI, Avoid the Bubble - Ep.1 /4
Lorenzo2cents’ 2026 portfolio strategy
Jan 18
•
Lorenzo Bastianelli
3
L2C Lesson #3: Gain a Competitive Edge Against the Market with L2C Business Ontology
Master the L2C Business Ontology to extract vital company data, revealing hidden opportunities and securing your market advantage
Jan 13
•
Lorenzo Bastianelli
2
L2C Lesson #2: Mastering Portfolio Building for Tech Multibaggers
Allocation Optimizer
Jan 12
•
Lorenzo Bastianelli
1
Lorenzo2cents 2025 Portfolio Performance
Mission Accomplished
Jan 11
•
Lorenzo Bastianelli
7
2
1
Competition Intensifies, But MELI Does Not Give a F**k
$MELI Q3 2025 ER Update
Jan 5
•
Lorenzo Bastianelli
4
Nebius: The Winner in the Era of LLM Commoditization
$NBIS Q3 2025 Earnings Update
Jan 3
•
Lorenzo Bastianelli
3
December 2025
Interview with Rocket Lab CFO Adam Spice at Goldman Sachs Industrials & Materials Conference 2025
Rough Notes from Lorenzo
Dec 29, 2025
•
Lorenzo Bastianelli
1
Rocket Lab: FOMO kicks in hard
$RKLB Q3 2025 ER Update
Dec 28, 2025
•
Lorenzo Bastianelli
5
L2C Lesson #1: Mastering Company Valuation for Tech Multibaggers (4D Valutation Model)
Tool and $LMND Case Study
Dec 26, 2025
•
Lorenzo Bastianelli
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