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• Outperforming the Market

  Helping thousands of investors Outperform the Market consistently through high-conviction contrarian and growth opportunities | Deep dives, stock ideas and portfolio | Full-time professional portfolio manager

  12 posts · theirs

Lately

• Amazon: AWS Booming and Accelerating

  Outperforming the Market · 2026-08-21

• Trade alert 99

  Outperforming the Market · 2026-08-20

• Meta Platforms: AI Product Roadmap

  Outperforming the Market · 2026-08-19

• Weekly newsletter 175

  Outperforming the Market · 2026-08-17

• Amkor Technology: Server AI CPU and Advanced Packaging Upside

  Outperforming the Market · 2026-08-14

• Google: Most Important Developments From 2Q26

  Outperforming the Market · 2026-08-12

• Weekly newsletter 174

  Outperforming the Market · 2026-08-10

• ASML: Expanding Capacity As Order Visibility Grows

  Outperforming the Market · 2026-08-07

• TSMC: AI supercycle strengthens as N2, N3 and CoWoS demand accelerates

  Outperforming the Market · 2026-08-05

• Weekly newsletter 173

  Outperforming the Market · 2026-08-03

• The Barbell Portfolio review | July 2026

  Outperforming the Market · 2026-07-31

• Trade alert 99

  Outperforming the Market · 2026-07-30

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