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Cross reference that with the following: Long term CPU + GPU gains plus the CPU market is apparently 2x as big as the CEO thought, also when I bought this stock $800-$1200 per share was the base case, with the craziest bull case being $3000 per share AMD simply has better bulk pricing, which even allows for increased profit margin, without hurting their customers, who are saving by discontinuing with nvda, UNH is for recession hedge, cash flow stability, insider buying, healthcare dominance, and outstanding long term compounding and management, I think UNH can work with regulators better than majority of healthcare sector companies, also healthcare typically outpaces inflation in cost increase, so that will balance costs. Oscr is an asymmetric growth bet I think can hit a 19 Billion dollar valuation easily possibly more, it is also disruptive in the best way possible because it financially incentivizes its customers twine healthy, I think they can scale profitably because wanting to be healthy is a structural shift, not a trend, and both a leadership in, Meli the monopoly is amazing, growth is amazing, moat is too large for even amazon, and that helps with its compounding dominance, i think the multi-product approach makes it prohibitively expensive to try to win market share in the countries it operates in, nike I'm holding for great valuation, nearly unbeatable brand, and SIGNIFICANTLY better leadership turnaround, nikes last quarter numbers proved revenue growth is going Mehr sehen