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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.

  • $KDEF: Korea’s defense industry is building a manufacturing empire
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    $KDEF: Korea’s defense industry is building a manufacturing empire

    Read More $KDEF: Korea’s defense industry is building a manufacturing empireContinue

  • How to Use Google Finance: Track Your Stocks in Google Sheets
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    How to Use Google Finance: Track Your Stocks in Google Sheets

    Read More How to Use Google Finance: Track Your Stocks in Google SheetsContinue

  • $LTRX: The micro-cap everyone’s analyzing wrong
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    $LTRX: The micro-cap everyone’s analyzing wrong

    Read More $LTRX: The micro-cap everyone’s analyzing wrongContinue

  • 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

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

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  • $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

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  • 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

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