Portfolio Update October 2026
Portfolio returned over 15% in October, lifting cumulative gains to 103.5%, while adding 3i Group and increasing Floor & Decor and…
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Portfolio returned over 15% in October, lifting cumulative gains to 103.5%, while adding 3i Group and increasing Floor & Decor and…
@modestproposal1 Largest suppliers would be $NVDA $MRVL and memory vendors. Got to be NVDA? Maybe in connection w/ the big GPU commits