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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.

  • $CCO Cameco and the uranium bull market’s uncomfortable truth
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    $CCO Cameco and the uranium bull market’s uncomfortable truth

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  • $SPGI at 32x earnings looks bulletproof, but the refinancing sugar high ends in 18 months
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    $SPGI at 32x earnings looks bulletproof, but the refinancing sugar high ends in 18 months

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  • $LITE may control the one chokepoint Jensen Huang can’t ignore
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    $LITE may control the one chokepoint Jensen Huang can’t ignore

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  • $COHR and the photonics bottleneck Jensen just made famous
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    $COHR and the photonics bottleneck Jensen just made famous

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  • $KRKNF / $PNG.TO – Kraken Robotics : pricing Ottawa, Missing Europe?
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    $KRKNF / $PNG.TO – Kraken Robotics : pricing Ottawa, Missing Europe?

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  • $VRT: the thermal bottleneck for AI
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    $VRT: the thermal bottleneck for AI

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  • $SOFI vs. $HOOD: The market has the risk profiles backwards
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    $SOFI vs. $HOOD: The market has the risk profiles backwards

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  • $IAI at the crossroads: why the chaos trade is misunderstood
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    $IAI at the crossroads: why the chaos trade is misunderstood

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

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  • 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

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

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  • 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

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