mikulis borsoiJournal
NVDA

NVDA — Why I'm Staying Long Into Earnings

I have been long NVDA since $820 and I am not trimming into earnings. This is not recklessness — it is conviction backed by data. Here is exactly what I am seei…

1 day ago
580
SOFI

SOFI Thesis & Trade Recap — June 2026

SOFI has been building a base near the $12.50 level for three weeks. With the student loan repayment headwind finally clearing and the bank charter generating r…

3 days ago
582