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Worth checking whether that's sustainable once the new capacity ramps though.

Agreed. That's usually where you see pricing power show up before it shows up in the narrative.

Added to $NVDA on the pullback. Order book still thin above 145 but data-center guidance hasn't cracked once in six quarters.

The interesting part of this print isn't the top line, it's that gross margin held while mix shifted toward the lower-margin segment.

Worth checking whether that's sustainable once the new capacity ramps though.

Crowded and correct can coexist for longer than most people can sit through.

Agreed. That's usually where you see pricing power show up before it shows up in the narrative.

The interesting part of this print isn't the top line, it's that gross margin held while mix shifted toward the lower-margin segment.

Reminder that $KO has raised its dividend for 62 consecutive years. Nothing about that is exciting, which is the point.

Positioning feels crowded here. Not a thesis problem, just a path problem for the next few weeks.

Crowded and correct can coexist for longer than most people can sit through.

Agreed. That's usually where you see pricing power show up before it shows up in the narrative.

Worth checking whether that's sustainable once the new capacity ramps though.

Positioning feels crowded here. Not a thesis problem, just a path problem for the next few weeks.

The interesting part of this print isn't the top line, it's that gross margin held while mix shifted toward the lower-margin segment.

Positioning feels crowded here. Not a thesis problem, just a path problem for the next few weeks.

Crowded and correct can coexist for longer than most people can sit through.

The interesting part of this print isn't the top line, it's that gross margin held while mix shifted toward the lower-margin segment.

Agreed. That's usually where you see pricing power show up before it shows up in the narrative.

Worth checking whether that's sustainable once the new capacity ramps though.

$LLY capacity note is the actual story today — supply was the binding constraint, not demand. Watching script trends weekly from here.

Positioning feels crowded here. Not a thesis problem, just a path problem for the next few weeks.

Crowded and correct can coexist for longer than most people can sit through.

The interesting part of this print isn't the top line, it's that gross margin held while mix shifted toward the lower-margin segment.

Agreed. That's usually where you see pricing power show up before it shows up in the narrative.

Worth checking whether that's sustainable once the new capacity ramps though.

Positioning feels crowded here. Not a thesis problem, just a path problem for the next few weeks.

Crowded and correct can coexist for longer than most people can sit through.

The interesting part of this print isn't the top line, it's that gross margin held while mix shifted toward the lower-margin segment.

Agreed. That's usually where you see pricing power show up before it shows up in the narrative.

Worth checking whether that's sustainable once the new capacity ramps though.

Adding a small starter position. Sizing for the possibility that I'm early rather than right.

Positioning feels crowded here. Not a thesis problem, just a path problem for the next few weeks.

Crowded and correct can coexist for longer than most people can sit through.

Trimmed $BA into strength. Delivery cadence is improving but free cash flow inflection keeps sliding a quarter to the right.

Adding a small starter position. Sizing for the possibility that I'm early rather than right.

Adding a small starter position. Sizing for the possibility that I'm early rather than right.

Adding a small starter position. Sizing for the possibility that I'm early rather than right.

Adding a small starter position. Sizing for the possibility that I'm early rather than right.

Adding a small starter position. Sizing for the possibility that I'm early rather than right.

Portfolio is 6 names. If I can't explain the position in two sentences, it doesn't belong in the book.