exponentialdave @xponentialdave

Growth stock investor/blogger - Not advice exponentialdave.substack.com Miami, FL Joined April 2021

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exponentialdave @xponentialdave

6 months ago

$APP short reports are just making claims - no proof of anything (yet). The company has already swiftly and forcefully pushed back against the claims. I don't know everything - the claims could be true! But for now, it's probably BS. I added to my already large position.

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exponentialdave @xponentialdave

8 months ago

2024 Portfolio Performance: +38% Cumulative Performance since 1/1/2020: +164% Current holdings: $APP 15% CASH 15% $AXON 11% $NVDA 9% $IOT 7% $MELI 6% $HIMS 6% $ZS 5% $MNDY 4% $TSLA 4% $RDDT 4% < 3% each: $ROOT $META, $NU, $ALAB

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exponentialdave @xponentialdave

9 months ago

Portfolio up 50% YTD and up 188% since 1/1/2020 Current holdings: $APP 16% $AXON 14% $NVDA 11%^ $IOT 7% $MELI 6% $HIMS 6% $ZS 5% $TTD 5% $MNDY 5% $TSLA 4% < 3% each: $ROOT $META, $NET, $RDDT, $NU, $ALAB $UBER CASH *NVDA is slightly leveraged

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exponentialdave @xponentialdave

10 months ago

Really hard to find anything wrong with $NVDA’s latest earnings. Just a business as usual quarter from arguably the world’s most exceptional company

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exponentialdave @xponentialdave

10 months ago

Portfolio up 42% YTD and up 162% since 1/1/2020 Current holdings: $AXON 15% $APP 14% $NVDA 14%^ $IOT 8% $MELI 7% CASH 7% $ZS 5% $HIMS 5% $TTD 5% $MNDY 5% $TSLA 4% < 3% each: $META, $NET, $RDDT, $NU *NVDA is slightly leveraged

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exponentialdave @xponentialdave

10 months ago

$APP is one of my largest holdings now, thanks to the stock rising 45% the day after they reported earnings. And the report was nothing short of glorious - I ended up adding a bit to my position today.