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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.

  • $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

  • Crowded orbits: where the space & defense money *really* hides
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    Crowded orbits: where the space & defense money *really* hides

    Read More Crowded orbits: where the space & defense money *really* hidesContinue

  • FintechWerx (WERX): a $2 million asymmetric option on survival
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    FintechWerx (WERX): a $2 million asymmetric option on survival

    Read More FintechWerx (WERX): a $2 million asymmetric option on survivalContinue

  • Planet Labs (PL): the most interesting bad business on the market
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    Planet Labs (PL): the most interesting bad business on the market

    Read More Planet Labs (PL): the most interesting bad business on the marketContinue

  • Better than Robinhood? ICE is the quiet killer app of the broker-bookie-banker trade
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    Better than Robinhood? ICE is the quiet killer app of the broker-bookie-banker trade

    Read More Better than Robinhood? ICE is the quiet killer app of the broker-bookie-banker tradeContinue

  • OSS: The Rugged AI Lottery Ticket With Terrible Odds
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    OSS: The Rugged AI Lottery Ticket With Terrible Odds

    Read More OSS: The Rugged AI Lottery Ticket With Terrible OddsContinue

  • EnerSys (ENS): Great Battery Business, Mediocre Bet
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    EnerSys (ENS): Great Battery Business, Mediocre Bet

    Read More EnerSys (ENS): Great Battery Business, Mediocre BetContinue

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