Welcome to Valentino Invests
Portfolio Update Q3 - 2025
Thank you for checking out my Portfolio Update for Q3! In Q3 we saw some mixed news and price action for of my holdings, despite this, I was still able to see a 20% gain during the quarter. Today I’ll briefly go over each of my holdings as well as all the moves I made during the quarter.
Disclaimer: If this is your first time reading one of my write-ups, I highly recommend checking out my first portfolio update as I included details about how this portfolio is allocated and the goals for the account.
Disclaimer₂: Your portfolio should be built around your own goals, circumstances, and comfort with risk. My personal goals are to maximize return and compound my interest because I am early in my investing journey. What I share here is…

Astera Labs
10 August 2025
Company Overview & Core Business Segments
Astera Labs, Inc., founded in 2017 in Santa Clara, CA, is a fabless semiconductor company focused on high-speed connectivity for cloud and AI data centers. Its mission is to eliminate AI infrastructure…

Ramaco Resources
16 July 2025
Ramaco Resources, Inc. is a U.S.-based producer of high-quality metallurgical coal (used for steelmaking) with operations in Central Appalachia. The company operates multiple underground and surface mines across West Virginia and Virginia (notably…

Nebius Group (NBIS)
22 June 2025
In-Depth Company and Investment Review
Executive Summary
Nebius Group (NASDAQ: NBIS) is a vertically integrated AI-native cloud company that spun out of Russian tech giant Yandex following the geopolitical fallout of the 2022 invasion of…
Navitas Semiconductor (NVTS)
02 July 2025
Company Overview
Navitas Semiconductor (NASDAQ: NVTS) is a power semiconductor company specializing in next-generation gallium nitride (GaN) and silicon carbide (SiC) technologies for power electronics. Navitas’ GaNFast power ICs integrate power…

SoFi Technologies (SOFI)
25 June 2025
Investment Report
1. Company Overview
SoFi Technologies, Inc. (NASDAQ: SOFI) is a digital personal finance company aiming to become a one-stop-shop for financial services. It offers lending products (personal, student, and home loans), financial…

BigBear.ai (BBAI)
23 June 2025
Company and Investment Review
1. Business Overview
BigBear.ai (NASDAQ: BBAI) provides AI-powered decision support solutions to government and commercial clients. It integrates data analytics, machine learning, and operational workflows to enable…