Archive - Lorenzo2cents

Rocket Lab infinite TAM

$RKLB Q4 2025 ER Update

Mar 21 • Lorenzo Bastianelli

Mercado Libre: the best time to buy

$MELI Q4 2025 ER Update

Mar 15 • Lorenzo Bastianelli

February 2026

Oddity: The Smartest Trade of All Time

$ODD Q4 2025 ER Update

Feb 28 • Lorenzo Bastianelli

Lemonade: Innovator's Dilemma—Squared

$LMND Q4 2025 Earnings Update

Feb 21 • Lorenzo Bastianelli

Nebius: Killed By Chinese Models?

$NBIS Q4 2025 Earnings Update

Feb 16 • Lorenzo Bastianelli

$ZETA: Winning a Negative-Sum Game

Data is the prize

Feb 13 • Lorenzo Bastianelli

Invest in AI, Avoid the Bubble - Ep. 4/4

Feb 8 • Lorenzo Bastianelli

Invest in AI, Avoid the Bubble - Ep. 3/4

AI Infrastructure

Feb 1 • Lorenzo Bastianelli

January 2026

What I plan to do with $DUOL

Business Ontology in action for timing the market?

Jan 28 • Lorenzo Bastianelli

Invest in AI, Avoid the Bubble - Ep. 2/4

AI-Powered Products & Services

Jan 25 • Lorenzo Bastianelli

Invest in AI, Avoid the Bubble - Ep.1 /4

Lorenzo2cents’ 2026 portfolio strategy

Jan 18 • Lorenzo Bastianelli

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

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