Added PGY
PGY is a unique stock I have been reading on for a while and finally chose to pull the trigger at a price I liked. I purchased initially purchased it on 9/10/2025 at about $36 a share. Since then, it has fallen to ~$30 a share and I have been lowering my cost basis. I believe that the company is in a unique spot of fintech and they’re executing well. They essentially leverage AI to expand access to credit. They partner with banks and underwrite borrowers that might be overlooked by the traditional outdated models. I believe the company will only grow from here and continue to innovate.
Added IREN
This one is one of those where I’m looking back and wish I bought more. This company was screaming at me to load the boat. I stuck to my principles and stayed patient, unfortunately we’re here and I’ve netted a 100% gain in 30 days to only have allocated about 2% of my portfolio to it. It is what it is.
The company is transitioning a portion of their business from bitcoin mining to AI infrastructure and cloud provider. The thesis was simple with this one. They have the capacity, now they just have to execute. During Q3, they doubled their GPU’s to ~23,000 units with purchases from partners NVDA and AMD. They’re guiding for ARR of $500 million by Q1 2026 and I believe with their existing infrastructure and the demand of AI this is attainable.
I plan to add as much as I can on dips and plan to be patient hoping the stock cools off a bit following the run up the past 30 days.
Sold NVTS
I like the story, product, and partnerships. I sold them because I believed my capital could be better allocated in other stocks like NBIS and SOFI during the quarter. I’m worried about their margins, profitability, analyst downgrades, and revenue volatility. I’d like to see more consistency out of them and more positive announcements. Definitely one I will keep a close eye on, but for now my money is better elsewhere.
Sold OSCR
100% transparency, I bought for a brief 2-3 weeks because at the time HIMS was doing well so it was a sympathy buy for me. I also bought the company before completely understanding it, only because I kept seeing it on social media. I know this completely goes against what I preach, but I can learn a lesson from it. Thankfully I sold for about a 10% gain.
Sofi Technologies (SOFI)
Sofi performed extremely well this quarter. Catalyst like very positive Q2 earnings and rate cuts led to the stock reach new highs of $30.30. They continue to execute, increasing profitability YoY and revenue. Sofi is still being misunderstood as a “student loan company” but the reality is they’ve become a diversified fintech platform. With growing contribution from banking, investing, and technology services, Sofi is becoming more balanced by the day.
I continue to buy and hold SOFI because I believe in their long-term ability to scale as a full-service bank. Their expanding product ecosystem, combined with member growth and improving margins, reinforces my thesis.
Nebius Group (NBIS)
Man, what a quarter for NBIS! By far my favorite holding. Check out my thesis on the company here.
This quarter NBIS shocked the wall street after they announced a $17.4 billion deal over 5-years with Microsoft. This opens many doors for more client deals as well as guaranteeing recurring revenue for shareholders. Shortly after the deal was announced, they raised $3 billion via convertible notes to fuel its growth. The CEO stated that the capital will be used for expanding GPU capacity and scaling data centers.
I continue to buy and hold NBIS because this quarter’s execution marks a shift from speculative AI infrastructure to them being officially contract backed. I also strongly believe in the management team, especially following their well-timed and well-communicated capital raising. Now they need to continue to execute and I’m excited to see their Q3 results along with revised guidance.
Advanced Micro Devices – (AMD)
AI sympathy holding. Direct competitor with NVDA and chipping away at market share as their products are good and NVDA can only do so many companies pivot to AMD as a substitute. This quarter proved that AI demand is extremely prominent in the market and not slowing down anytime soon. AMD recently expanded partnership with Microsoft and continue to land AI compute contracts.
I continue to hold AMD because this quarter’s results show resilience under pressure combined with aggressive positioning in AI. I’m looking for revenue beats and strong guidance to remain comfortable holding the stock.
Astera Labs (ALAB)
Absolutely stellar quarter by this fast-growing company. Revenue grew 20% QoQ and 140% YoY which is incredible. This quarter we saw both a surge of 60% in stock price, but also a recent 25% decrease the past 10 days. I believe that the recent decline in price is due to the run up the stock had. More than likely investors are taking healthy profits, and the market is pushing the price to a fairer valuation. I like the recent dip because I see it as an opportunity to increase my position in the company.
I continue to hold ALAB because of its niche product line in core AI infrastructure. Along with my own due diligence, market analysts keep raising expectations for the stock. Barring any fundamental drawbacks of the company, I’m looking to buying more throughout early Q3 heading into earnings season.
Hims & Hers (HIMS)
HIMS was one of my holdings weaker performers in Q3. They slightly missed earnings which led to bit of a sell off. I knew that Q2 and the remainder of 2025 HIMS would be seeing some restructuring trying to diversify from that saturated GLP-1 market. I hope to see continued execution when it comes to their various product lines. As an investor I look at my companies products and notice that HIMS products can be a bit expensive. I believe if they’re able to lower prices and increase margin they’ll be well-positioned heading into 2026.
I’m not interested in buying any more of this stock. This doesn’t mean I don’t believe in it and my thesis isn’t intact anymore, just would rather buy other stocks.
