# new position (blogs) — RSS Amplifier Recent posts from the 8 feeds in the RSS Amplifier directory that cover new position. Page: Feed: --- ## [Outlook for Tomorrow](https://thesignalinvestor.substack.com/p/outlook-for-tomorrow) _2026-08-21 · The Signal Investor · The Signal Investor_ A Quick Update ## [August 20th Close: Big Picture Update](https://thesignalinvestor.substack.com/p/august-20th-close-big-picture-update) _2026-08-20 · The Signal Investor · The Signal Investor_ A Quick Update ## [August 20th: Closing Second Position](https://thesignalinvestor.substack.com/p/august-20th-closing-second-position) _2026-08-20 · The Signal Investor · The Signal Investor_ A Quick Update ## [August 20th: Closing Position](https://thesignalinvestor.substack.com/p/august-20th-closing-position) _2026-08-20 · The Signal Investor · The Signal Investor_ A Quick Update ## [Rest of the Week Outlook](https://thesignalinvestor.substack.com/p/rest-of-the-week-outlook) _2026-08-19 · The Signal Investor · The Signal Investor_ A Quick Update ## [August 19th: Second New Position](https://thesignalinvestor.substack.com/p/august-19th-second-new-position) _2026-08-19 · The Signal Investor · The Signal Investor_ A Quick Update ## [Portfolio Update – 08/18/2026: Post-Q2 Earnings Season + Re-Entering a Former Holding](https://mvcinvesting.substack.com/p/portfolio-update-08182026-post-q2) _2026-08-19 · M. V. Cunha · M. V. Cunha's Substack_ Q2 earnings season has come to an end, so it’s time for a new update. ## [August 19th: New Position](https://thesignalinvestor.substack.com/p/august-19th-new-position) _2026-08-19 · The Signal Investor · The Signal Investor_ A Quick Update ## [Boston Scientific (BSX): New Position](https://read.aurelionresearch.com/p/boston-scientific-bsx-new-position) _2026-08-19 · Aurelion Research · Aurelion Research_ Company meeting and why we're buying the drawdown ## [5th deployment](https://nonentity.bearblog.dev/5th-deployment/) _2026-08-18 · nonentity · Uncertainty_ Hey, Bear. Getting deployed soon. For the first time I'm feeling really anxious. I really don't want to go. Not sure why, after the trip back home this military service kinda washed off me. We don't have water for a while, no electricity and gas. Can't even wash myself properly. The tax service messing with me because I did my tax report with delay at the start of the year. At the morning our car… ## [Point once, get highlights (Sponsored)](https://crawlproof.com/a/IojxBgXAWsmF) _2026-08-18 · **Sponsored**_ Get minutes worth watching from a whole game — point once ## [Roadmap Continues to Play Out](https://thesignalinvestor.substack.com/p/roadmap-continues-to-play-out) _2026-08-17 · The Signal Investor · The Signal Investor_ A Quick Update ## [Revisiting my Rubrik pitch and what I am doing now after a 100% run](https://sixsigmaresearch.com/p/revisiting-my-rubrik-pitch-and-what) _2026-08-17 · SixSigmaCapital · SixSigmaCapital: Navigating the Financial Markets_ This post provides an update on a trade idea I published in early February titled “Why Rubrik’s 32% YTD pullback could be a buying opportunity.” In that post, I made the investment case for RBRK at $48 (see below) and subsequently purchased shares in a custodial account at an average price of $53. ## [Bullish August & VIX Update](https://thesignalinvestor.substack.com/p/bullish-august-and-vix-update) _2026-08-17 · The Signal Investor · The Signal Investor_ A Quick Update ## [Cerebras Systems, Inc.](https://sixsigmaresearch.com/p/cerebras-systems-inc) _2026-08-17 · SixSigmaCapital · SixSigmaCapital: Navigating the Financial Markets_ New IPO: One for the Watchlist ## [Bullish August & VIX](https://thesignalinvestor.substack.com/p/bullish-august-and-vix) _2026-08-16 · The Signal Investor · The Signal Investor_ A Quick Update ## [Preview of the Week Ahead: W/C August 17, 2026](https://sixsigmaresearch.com/p/preview-of-the-week-ahead-wc-august-0eb) _2026-08-16 · SixSigmaCapital · SixSigmaCapital: Navigating the Financial Markets_ Indices Defend Key Levels as Tech and Software Broaden the Rebound ## [Sell Signal Coming](https://thesignalinvestor.substack.com/p/sell-signal-coming) _2026-08-15 · The Signal Investor · The Signal Investor_ What The Signals Are Saying Now ## [DLocal (DLO): Q2 2026 Earnings Review](https://mvcinvesting.substack.com/p/dlocal-dlo-q2-2026-earnings-review) _2026-08-14 · M. V. Cunha · M. V. Cunha's Substack_ Yesterday, DLocal reported its Q2 results. ## [Harrow (HROW): Q2 2026 Earnings Review](https://mvcinvesting.substack.com/p/harrow-hrow-q2-2026-earnings-review) _2026-08-13 · M. V. Cunha · M. V. Cunha's Substack_ On Monday, HROW reported its Q2 results. ## [Nebius Group (NBIS): Q2 2026 Earnings Review](https://mvcinvesting.substack.com/p/nebius-group-nbis-q2-2026-earnings) _2026-08-12 · M. V. Cunha · M. V. Cunha's Substack_ Today, Nebius released its Q2 results. ## [Try Before You Buy, Risk-Free (Sponsored)](https://crawlproof.com/a/jqWAvqBeQZ5r) _2026-08-12 · **Sponsored**_ Free trial hosting plus refunds processed in 12-24 hours, guaranteed. ## [New Position: Long-Term Compounder in Surgical Robotics](https://read.aurelionresearch.com/p/new-position-long-term-compounder) _2026-08-12 · Aurelion Research · Aurelion Research_ Cheap valuation and best-in-class margins ## [August 12th: Market Update](https://thesignalinvestor.substack.com/p/august-12th-market-update) _2026-08-12 · The Signal Investor · The Signal Investor_ A Quick Update ## [Position Update: Trimming AI Infrastructure Holding](https://sixsigmaresearch.com/p/position-update-trimming-ai-infrastructure) _2026-08-12 · SixSigmaCapital · SixSigmaCapital: Navigating the Financial Markets_ Up approximately 50% in 2 Weeks ## [NeurAxis (NRXS): Q2 2026 Earnings Review](https://mvcinvesting.substack.com/p/neuraxis-nrxs-q2-2026-earnings-review) _2026-08-11 · M. V. Cunha · M. V. Cunha's Substack_ Today, NeurAxis reported its Q2 2026 results. ## [August 11th: New Position & Market Update](https://thesignalinvestor.substack.com/p/august-11th-new-position-and-market) _2026-08-11 · The Signal Investor · The Signal Investor_ A Quick Update ## [Sea Limited Earnings Update: A quick look](https://sixsigmaresearch.com/p/sea-limited-earnings-update-a-quick-e44) _2026-08-11 · SixSigmaCapital · SixSigmaCapital: Navigating the Financial Markets_ 5th Consecutive Quarter of Acceleration: Thesis Remains on Track ## [Big Picture Update](https://thesignalinvestor.substack.com/p/big-picture-update) _2026-08-11 · The Signal Investor · The Signal Investor_ A Quick Update ## [Rocket Lab (RKLB): Q2 2026 Earnings Review](https://mvcinvesting.substack.com/p/rocket-lab-rklb-q2-2026-earnings) _2026-08-11 · M. V. Cunha · M. V. Cunha's Substack_ Yesterday, Rocket Lab released its Q2 2026 results. ## [August 11th: New Position](https://thesignalinvestor.substack.com/p/august-11th-new-position) _2026-08-11 · The Signal Investor · The Signal Investor_ A Quick Update ## [August 10th: Current Market Status](https://thesignalinvestor.substack.com/p/august-10th-current-market-status) _2026-08-10 · The Signal Investor · The Signal Investor_ A Quick Update ## [Fast, secure international transfers (Sponsored)](https://crawlproof.com/a/iJFdmTzZFBLX) _2026-08-10 · **Sponsored**_ Bank transfer, cash pickup, mobile wallet — low fees and real-time tracking ## [New Position: A High-Conviction Bet on Copper](https://read.aurelionresearch.com/p/new-position-a-high-conviction-bet) _2026-08-10 · Aurelion Research · Aurelion Research_ An undervalued copper producer at an inflection point ## [Returned to the base.](https://nonentity.bearblog.dev/returned-to-the-base-new/) _2026-08-10 · nonentity · Uncertainty_ Hey, Bear. It is such a weird feeling: I ate a great burger at Dnipro center and now I am laying here. Like jumped through a portal from tons of civilian people, actual girls, no explosions to everything opposite. I returned. Never liked running and not going to, not yet at least. So our main plan for us is to avoid going to the first line in the winter. I just won't pull the winter off. So far we… ## [Preview of the Week Ahead: W/C August 10, 2026](https://sixsigmaresearch.com/p/preview-of-the-week-ahead-wc-august-03a) _2026-08-10 · SixSigmaCapital · SixSigmaCapital: Navigating the Financial Markets_ Hope you all are having a good weekend. ## [Nebius Group (NBIS): Expectations for Q2 Results](https://mvcinvesting.substack.com/p/nebius-group-nbis-expectations-for-154) _2026-08-09 · M. V. Cunha · M. V. Cunha's Substack_ Next Wednesday, NBIS will report its Q2 2026 results. ## [Omada Health (OMDA): Q2 2026 Earnings Review](https://mvcinvesting.substack.com/p/omada-health-omda-q2-2026-earnings) _2026-08-08 · M. V. Cunha · M. V. Cunha's Substack_ On Thursday, OMDA reported its Q2 results. ## [India Primer: The World's Next Growth Story](https://read.aurelionresearch.com/p/india-primer-the-worlds-next-growth) _2026-08-06 · Aurelion Research · Aurelion Research_ A closer look at India's economy and long-term potential. ## [Back to actual home or nowhere to go back soon.](https://nonentity.bearblog.dev/back-to-actual-home-or-nowhere-to-go-back-soon/) _2026-08-06 · nonentity · Uncertainty_ Hey, Bear. The deployment was somewhat chill and short, 17 days. We setup the new position and worked without being hit. The way back also was easy and fast. This post is not about it. I am actually home right now. Just washed off the donbass dirt from myself and lying on my huge and clean bed. I am renting this place for about 10 years. I wasn't here since I got enslaved by this system. Almost… ## [SolarEdge (SEDG): Q2 2026 Earnings Review](https://mvcinvesting.substack.com/p/solaredge-sedg-q2-2026-earnings-review) _2026-08-05 · M. V. Cunha · M. V. Cunha's Substack_ Today, SolarEdge reported its Q2 results, and the stock is down more than 25%. ## [Portfolio Update July 2026](https://dinvests.substack.com/p/portfolio-update-july-2026) _2026-08-05 · D Invests · D Invests_ A Breakthrough Month for Portfolio Growth ## [Wix (WIX): Q2 2026 Earnings Review](https://mvcinvesting.substack.com/p/wix-wix-q2-2026-earnings-review) _2026-08-05 · M. V. Cunha · M. V. Cunha's Substack_ This morning, Wix reported its Q2 2026 results. ## [De-Risking Into Earnings + Portfolio Moves 3rd August](https://sixsigmaresearch.com/p/de-risking-into-earnings-portfolio) _2026-08-03 · SixSigmaCapital · SixSigmaCapital: Navigating the Financial Markets_ I have several portfolio companies reporting this week, so I am going to be de-risking several positions ahead of the print plus booking significant gains. ## [Monthly Portfolio Update: +461.48% TWR Since 2023 (+356.48% Outperformance vs. S&P 500)](https://sixsigmaresearch.com/p/monthly-portfolio-update-46148-twr) _2026-08-02 · SixSigmaCapital · SixSigmaCapital: Navigating the Financial Markets_ Market Thoughts | +356.48% Performance Since Inception | 2026 Position Plans & Outlook. ## [Preview of the Week Ahead: W/C August 3, 2026](https://sixsigmaresearch.com/p/preview-of-the-week-ahead-wc-august) _2026-08-01 · SixSigmaCapital · SixSigmaCapital: Navigating the Financial Markets_ Situational Awareness LP Gets Forced Liquidated while Hyperscalers Rebound Just another normal week on Wall Street! ## [New Position: Our Favorite LATAM Bank](https://read.aurelionresearch.com/p/new-position-our-favorite-latam-bank) _2026-07-30 · Aurelion Research · Aurelion Research_ A scalable digital banking platform at an attractive inflection point ## [New Position (Monopoly like business in the Healthcare space)](https://sixsigmaresearch.com/p/new-position-monopoly-like-business) _2026-07-30 · SixSigmaCapital · SixSigmaCapital: Navigating the Financial Markets_ Each time I buy a new position or exit one completely, I will send an email and also update you in subscriber channels. ## [Portfolio Review](https://read.aurelionresearch.com/p/portfolio-review) _2026-07-28 · Aurelion Research · Aurelion Research_ A look at every holding amid Q2 earnings season and Fed uncertainty, plus our current shortlist ## [Spit in the face - The salary.](https://nonentity.bearblog.dev/spit-in-the-face-the-salary/) _2026-07-24 · nonentity · Uncertainty_ Just got my salary for June. The gave me just 65% even though I was deployed for 27 days. 1300 Euro lmao. AFU is just fucking waste of my life. Hero, defender my ass. We spend most of it just to pay rent, food and equipment. Rent for the apparment we are not allowed to go lol. I am a fucking slave. ## [Commodity Memo: Navigating the Mining Cycle](https://read.aurelionresearch.com/p/commodity-memo-navigating-the-mining) _2026-07-23 · Aurelion Research · Aurelion Research_ Exploring the key trends driving gold, silver, and copper prices, from monetary uncertainty to AI infrastructure demand. ## [New Position: High Growth Industrial Compounder](https://read.aurelionresearch.com/p/new-position-high-growth-industrial) _2026-07-21 · Aurelion Research · Aurelion Research_ Deep-dive into an emerging compounder ## [Thoughts on Markets, July 2026](https://read.aurelionresearch.com/p/thoughts-on-markets-july-2026) _2026-07-20 · Aurelion Research · Aurelion Research_ AI's price is collapsing. Meta is selling spare compute, China gave away a frontier model Kimi, and chip stocks fell 18%. Five takeaways for investors.