HeyJaredFede's Portfolio
I am a VC tech investor that loves chatting about stocks and showing how I invest my personal money. Not investment advice, views are my own only.
- Indexed issues, last 90 days
- 2
- Latest publication
- Sep 5, 2026
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- Checking…
- Earliest in this view
- Jul 12, 2026
Latest issues
Wix: the cannibal keeps eating (opens the original)
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Ciao ragazzi,Six months, ago I published my Wix thesis and closed it with this line: “I expect that after the next earnings call, Base44 will become too big to ignore and the buyback will start to kick in, so I will likely increase my position before that.”Base44 got too big to ignore. The buyback happened. The stock fell anyway, all the way to $40, and I bought more. It’s $80 today and a full position. This is the update.If you missed the original, don't worry; everything you need is below.</di
Micron: The Next TSMC? (opens the original)
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Ciao ragazzi,I have been following the memory trade for a while but never acted on it. I believe that I have found an interesting entry point, and I have studied enough to get the necessary conviction. Happy to share with you my Micron investment thesis.Thesis in one line:Micron trades at ~7x forward earnings while printing 85% gross margins, because the market is pricing a classic memory bust. I think two things are changing: take-or-pay contracts and HBM are turning memory into a foundry-like
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