Portfolio Update

Six Earnings Updates!

A very busy earnings week across the names from past write-ups. The market mostly traded the headline while the filings told a more specific story.

by Fajasy
Aug 10, 2026
Portfolio Update

Five Names Worth Revisiting

A fresh look at five names from the archive, plus a quick recap of the market backdrop. For each name, I cover what happened to the business while the stock moved, where the mispricing has widened, and whether I'm adding at current prices.

by Fajasy
Aug 2, 2026
Portfolio Update

Boost Run's Q1 2026

Q1 revenue came in a third short of plan, but the contracted backlog hit ~$1.45B and the ARR target rose to $400M. From here, it's all deployment

by Fajasy
Jun 3, 2026
Portfolio Update

BRUN, DGXX, & AI Infra Comps Analysis

Boost Run's share structure post-merger, DigiPowerX's Q1 earnings and Cerebras IPO read-through, plus a comps valuation across 10 AI infrastructure operators

by Fajasy
May 17, 2026
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