$IREN vs $NBIS: Location, Location, Location

Playing two different games

Nov 2 • 

Lorenzo Bastianelli

4

4

October 2025

The Real Reason Why $LMND Is Better Than $ROOT, long term

It’s (Not) All About Data

Oct 7 • 

Lorenzo Bastianelli

5

2

September 2025

HIMS: The Hidden Edge Everyone’s Missing

$HIMS Q2 2025 ER update

Sep 22 • 

Lorenzo Bastianelli

7

Oddity: A Scam or a Multibagger?

$ODD Q2 2025 ER update

Sep 14 • 

Lorenzo Bastianelli

9

5

Duolingo: Alex Karp Docet

$DUOL Q2 2025 ER Update

Sep 8 • 

Lorenzo Bastianelli

7

5

Crowdstrike: Here We Go, Reacceleration

$CRWD Q2 2025 ER Update

Sep 7 • 

Lorenzo Bastianelli

3

August 2025

Rocket Lab: Just Exit Your Position, If in Doubt

$RKLB Q2 2025 ER Update

Aug 31 • 

Lorenzo Bastianelli

7

Nebius: Why I bought Before Earnings

$LMND Q2 2025 ER Update

Aug 25 • 

Lorenzo Bastianelli

5

Mercado Libre: Cementing LatAm Supremacy

$MELI Q2 2025 ER Update

Aug 23 • 

Lorenzo Bastianelli

7

2

Lemonade: Why Short Sellers Are Wrong Twice – And About to Get Squeezed

$LMND Q2 2025 ER Update

Aug 19 • 

Lorenzo Bastianelli

9

June 2025

Nebius: akin buying $NVDA with leverage

Is $NBIS the Apple of Datacenters?

Jun 29 • 

Lorenzo Bastianelli

9

Crowdstrike: on the cusp of the fifth industrial revolution

$CRWD Q1 2025 ER update

Jun 8 • 

Lorenzo Bastianelli

5