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Companies I love

• Anthropic (private) — The one company I would go all in on.
• Stripe (STRIPE) — Gold standard in software.
• Cloudflare (NET) — Internet traffic.
• Amazon (AMZN) — Everything development.
• Cursor (private) — Incredible tech.
• Robinhood (HOOD) — Incredible tech.
• Google (GOOGL) — Ubiquitous.
• Meta (META) — High level of engagement.
• BYD (1211.HK) — Energy / manufacturing play.
• Apple (AAPL) — Always a good ecosystem.
• Netflix (NFLX) — Casual watch, but less and less.
• Spotify (SPOT) — Media (not as much).

Nothing here is financial advice. Holdings and opinions are my own; the "agent" sections are written by an automated research skill and may be wrong. Built 2026-09-28 21:35 UTC.