Long-Term Pick

LTP Notes 016: Raised AI Revenue Outlook, Growing Global Copper Demand, 2026 Growth Outlook, and Others

Some investing notes that may help you gain insights or make long-term decisions.

Feb 3 • Dan

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January 2026

Toast: Platform Scale, Margin Expansion, and Long-Term Value Creation

A comprehensive analysis of Toast Inc. (TOST).

Jan 27 • Dan

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LTP Notes 015: ASML's Hidden $6B Recurring Revenue, Renewable Energy to Double by 2050, Ad Market Projection by 2030, TSMC Controls 72% of…

Some investing notes that may help you gain insights or make long-term decisions.

Jan 20 • Dan

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On Holding: High Gross Margin, Geographic Expansion, and Appealing Valuation

A comprehensive analysis of On Holding AG (ONON).

Jan 12 • Dan

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LTP Notes 014: 20-Year Valuation Peak, Waymo's Self-Driving Cars Are Safer, TSMC Wins The AI Race No Matter What, Google's 70/20/10 Rule…

Some investing notes that may help you gain insights or make long-term decisions.

Jan 6 • Dan

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December 2025

The Trade Desk: Be Greedy When Others Are Fearful

A comprehensive analysis of The Trade Desk (TTD).

Dec 30, 2025 • Dan

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September 2025

Opera: AI Integration, Gaming Browser, and Recurring Dividends

A comprehensive analysis of Opera (OPRA).

Sep 12, 2025 • Dan

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June 2025

Paxman: Medical Scalp Cooling Systems Leader

A comprehensive analysis of the medical scalp cooling systems leader.

Jun 10, 2025 • Dan

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Salesforce: CRM #1 For 12 Consecutive Years

A comprehensive analysis of Salesforce.

Jun 3, 2025 • Dan

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May 2025

AMD: Path Towards 57% Of Gross Margin

A comprehensive analysis of AMD.

May 27, 2025 • Dan

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March 2025

The Stargate Project: Everything You Need To Know

Have you already heard about the Stargate Project? In this post, I would like to talk about one of the biggest AI infrastructure projects in history.

Mar 14, 2025 • Dan

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Synopsys: High-Growth Play in Chip Design and Verification

Synopsys (SNPS) is a leading provider of electronic design automation (EDA) software and intellectual property (IP) solutions for semiconductor…

Mar 7, 2025 • Dan

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