Rate of Return Newsletter
Building a $2MM portfolio from scratch. Curated financial news, analysis and commentary to attack the investing dayπ
Connect
Google, ServiceNow, Tesla
PepsiCo, ASML, Meta
ASML, Netflix, Pepsi
CoreWeave, Delta, Disney
Delta, Iran War, JPMorgan's $1T Economic Injection
Next up in the rotating bottlenecks of the AI buildout...?
Apple, Iran, Nike
ChatGPT, Cintas, Netflix
Carnival Cruises, Consumer Sentiment, De-escalation
Continued War, Fed Updates, Micron
Lululemon, March Madness, Micron
Adobe, Dick's Sporting Goods, Iran