Rate of Return Newsletter
Building a $2MM portfolio from scratch. Curated financial news, analysis and commentary to attack the investing dayπ
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Broadcom, Snowflake, NVIDIA
Thoughts on the software rebound...
Dell, Lululemon, Snowflake
Nvidia, Crowdstrike, Salesforce
Abercrombie, CrowdStrike, Salesforce
Analog Devices, Walmart, Home Depot
Analog Devices, Target, Walmart
CoreWeave, Inflation, Nvidia
Berkshire Hathaway, CoreWeave, Hims & Hers
AMD, Palantir, SanDisk
AMD, Palantir, SpaceX
Amazon, Apple, Microsoft