thinking_tech_stocks | Linktree
Portfolio Update (9/16):
+4% in August
+1.8% so far in September
High-growth stocks in my portfolio (last 30 days): PSTG, AFRM, TSM
$PSTG: Beat Q2 revenue and EPS estimates, raised full-year guidance
$AFRM: Posted a profitable Q4, reversing losses, driven by strong 0%-APR product demand
$TSM: Benefited from accelerating AI/data-center demand and strong advanced node chip sales
