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TRÉSOR PRIVÉ

/trɛ.zɔʁ pʁi.ve/

A personal archive of stock ideas and market analysis, focused on swing-trade dynamics.
Not financial advice.
Research blends LLM-assisted document analysis with my own notes.
TRÉSOR PRIVÉ
/trɛ.zɔʁ pʁi.ve/

A personal archive of stock ideas and market analysis, focused on swing-trade dynamics.
Not financial advice.
Research blends LLM-assisted document analysis with my own notes.

  • Nebius ($NBIS) is a bet on AI infrastructure’s awkward middle child
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    Nebius ($NBIS) is a bet on AI infrastructure’s awkward middle child

    Read More Nebius ($NBIS) is a bet on AI infrastructure’s awkward middle childContinue

  • $AISP: the surveillance AI stock that probably survives but disappoints
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    $AISP: the surveillance AI stock that probably survives but disappoints

    Read More $AISP: the surveillance AI stock that probably survives but disappointsContinue

  • The great rotation trade has a problem: everyone already bought it
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    The great rotation trade has a problem: everyone already bought it

    Read More The great rotation trade has a problem: everyone already bought itContinue

  • $AMPX isn’t racing the battery giants—it’s building a toll road they can’t use
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    $AMPX isn’t racing the battery giants—it’s building a toll road they can’t use

    Read More $AMPX isn’t racing the battery giants—it’s building a toll road they can’t useContinue

  • $GUNR: The capital discipline thesis no one is stress-testing
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    $GUNR: The capital discipline thesis no one is stress-testing

    Read More $GUNR: The capital discipline thesis no one is stress-testingContinue

  • $AMKR: geopolitical hedge or valuation trap?
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    $AMKR: geopolitical hedge or valuation trap?

    Read More $AMKR: geopolitical hedge or valuation trap?Continue

  • $HOOD is betting everything on one thing: that young people stay young at heart
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    $HOOD is betting everything on one thing: that young people stay young at heart

    Read More $HOOD is betting everything on one thing: that young people stay young at heartContinue

  • $BNTX – BioNTech’s $17 billion question
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    $BNTX – BioNTech’s $17 billion question

    Read More $BNTX – BioNTech’s $17 billion questionContinue

  • Space data centers: the trillion-dollar opportunity you can’t actually buy
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    Space data centers: the trillion-dollar opportunity you can’t actually buy

    Read More Space data centers: the trillion-dollar opportunity you can’t actually buyContinue

  • Beyond Scott Galloway’s 2026 predictions: where the real value hides
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    Beyond Scott Galloway’s 2026 predictions: where the real value hides

    Read More Beyond Scott Galloway’s 2026 predictions: where the real value hidesContinue

  • AeroVironment: the “wait for a crash” thesis is already costing you money
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    AeroVironment: the “wait for a crash” thesis is already costing you money

    Read More AeroVironment: the “wait for a crash” thesis is already costing you moneyContinue

  • Howard Lindzon’s 2026 Retail boom thesis — and where the money actually goes
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    Howard Lindzon’s 2026 Retail boom thesis — and where the money actually goes

    Read More Howard Lindzon’s 2026 Retail boom thesis — and where the money actually goesContinue

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