Three highest-conviction picks from 2025 are multi-baggers: NBIS $24→$176 (+633%), VIAV $13→$55 (+323%), AMKR $24→$77 (+220%); reiterated weekly.
Strong conviction picks that outperformed; disciplined portfolio approach with weekly updates
Three of my highest-conviction picks from 2025 are now multi-baggers $NBIS in @ $24, now $176 (+633%) $VIAV in @ $13, now $55 (+323%) $AMKR in @ $24, now $77 (+220%) I didn't just "mention" these stocks. I reiterated them in my weekly portfolio updates every single week since.
| Horizon | Raw move | vs SPY |
|---|---|---|
| 1 day | -1.8% | -3.2% |
| 1 week | -1.1% | -3.0% |
| 1 month | -1.4% | -6.0% |
| 3 months | — | — |
| 6 months | — | — |