Attention Is the Only Currency Left. $APP Is Printing It

$APP Deep Dive: Attention, Agents and the Ad Market

18 hrs ago • Lorenzo Bastianelli

2

September 2026

ODDITY Going Physical: Own Stores Beat Meta Dependency

$ODD Q2 2026 ER Update

Sep 27 • Lorenzo Bastianelli

2

2

1

Why I sold Duolingo

$DUOL Q2 2026 ER Update

Sep 21 • Lorenzo Bastianelli

6

1

Nebius for Palantir, Nebius to $1T by 2030

$NBIS Q2 2026 ER Update

Sep 12 • Lorenzo Bastianelli

8

August 2026

ZETA: When Ontologies Combine

$ZETA Q2 2026 ER Update

Aug 29 • Lorenzo Bastianelli

4

Why I bought $SPCX

Potential + Valuation + $TSLA edging

Aug 21 • Lorenzo Bastianelli

5

2

HIMS: The 2 Things Most Investors Completely Missed on the Earnings Call

$HIMS Q2 2026 ER Update

Aug 19 • Lorenzo Bastianelli

9

Lemonade: the most profitable insurer

$LMND Q2 2026 Earnings Update

Aug 1 • Lorenzo Bastianelli

10

1

1

July 2026

Why Betting on Open Models versus Closed Models is Smarter

AI Market Update

Jul 26 • Lorenzo Bastianelli

1

What Iridium Acquisition Means For Rocket Lab

Buying what cannot be easily built

Jul 18 • Lorenzo Bastianelli

5

2

Lorenzo2cents H1 2026 Portfolio Performance

On Track to Deliver

Jul 4 • Lorenzo Bastianelli

3

June 2026

MercadoLibre: The Market Is Missing the Jevons Paradox

$MELI Q1 2026 ER Update

Jun 20 • Lorenzo Bastianelli

2