Share your positions with us! This is a column where you can find the winning trades of our fellow tigers. There probably are a few potential opportunities that you may have overlooked.
$Destiny Tech100 Inc(DXYZ)$ DXYZ is heavily invest in AI industry, especially SpaceX (merged with xAI), also the OpenAI, Althrophic and Others. A recent research note from the firm argues that SpaceX should No longer be viewed merely as a rocket manufacturer, but rather as "the infrastructure layer for a future space economy."
$Apple(AAPL)$ Apple (AAPL) demonstrates strong fundamental momentum, highlighted by robust iPhone sales and record service revenue. However, the stock's current valuation is elevated, suggesting much of this positive outlook is already priced in. Apple is in a fundamentally strong phase, driven by a powerful product cycle and expanding high-margin services. The stock's technical breakout to new highs reflects this optimism. However, at a forward P/E of 35.2x, the valuation is significantly above its historical average, which limits the near-term upside potential and makes the stock sensitive to any execution missteps.