I’m sitting on 12,600 shares of $GRAB and watching this recent surge in trading volume closely with several sessions hitting 100M shares traded.
Heavy volume like this usually signals something brewing: either institutions building positions, traders chasing momentum, or the…
I’ve been adding to two conviction positions: $RBRK and $NEXT.
🔹 $RBRK (Rubrik) – cybersecurity + AI. Enterprises can’t afford downtime or ransomware, and Rubrik is becoming a leader in backup + recovery. Strong growth, sticky customers, and a sector that only gets more…
$RBRK is a high quality, yet underappreciated cybersecurity business.
Let's break it down!
• How they make money
• Sentiment
• Geography
• Business segments
• Financials
• Cash
• Margins
• Valuation
• My thoughts: would I buy it?
Time to dive in 🧵👇
JUST IN: $GRAB will be operating WeRide autonomous vehicles on 2 designated routes in Singapore in early 2026.
As a reminder, $GRAB made a significant strategic investment in $WRD WeRide in August 2025.
I’ve opened a speculative position in $RR (Richtech Robotics) this week.
Pros:
Robotics/automation is a huge growth area over the next decade.
Early stage = big upside potential if adoption & contracts scale.
Diversifies my portfolio beyond energy/tech into robotics.
Cons:…
I’ve started building a position in NextDecade $NEXT.
This is a U.S. LNG developer building the Rio Grande LNG project in Texas, one of the largest planned LNG export terminals in the world.
Phase 1 (Trains 1-3) already under construction.
Trains 4-5 have financing lined up,…
Took a small speculative position in $RR this week. Richtech Robotics is building cutting-edge automation & robotics solutions tech that’s shaping tomorrow. Small bet, but one I believe has upside.
Added $NEXT to my portfolio this week. Excited about the long-term LNG story and their role in US energy exports. Volatile sector, but big potential ahead.
We spend so much time chasing gains, stacking wins & building wealth. But real fulfillment comes when we give some back. Whether it’s to charity, community, or someone in need giving multiplies our blessings. Good for the soul, good for karma, good for all. 🌍✨
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