Julian
@foliotrail
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Ex-tech founder. Sharing my 8 figure portfolio with full transparency (I'm the only one this transparent).
New York, USA
Joined January 2025
I've closed October up 71.4% YTD. My portfolio (blue line) vs. the S&P 500, Nasdaq, and Bitcoin. How? I ignored 99% of the noise on X and focused on one massive, multi-trillion-dollar shift in the economy while being diversified on my 8-figure portfolio. Here's the thesis I've
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$HOOD is playing a 10-year game internationally. 700k funded customers in UK/EU is a good start, but they are patient. They know they don't have the US brand advantage there yet. Measured expansion is smart expansion.
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I'm holding my $LMND shares tight, but I'm disciplined. It has a history of "too fast, too soon" spikes. I'm looking to add on pullbacks, anchoring to the new reality of cash-flow positivity.
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$ZETA added 25% more "super-scaled" customers ($1M+ spenders) YoY. They aren't just winning new business; they are drastically expanding inside the biggest Fortune 500 companies. Land and expand is working.
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Stop guessing! The $IREN CFO said it best: The levered IRR on the Microsoft deal is 25% to 30%. When you can lock in those returns at this scale, you take the deal every single time.
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Everyone thinks $MSFT or $AMZN can “anchor” a growth portfolio. In 2022, they were the worst anchors I ever held. Down 28% and 50%, while $PEP was positive. Big lesson of investing: Large-cap tech is NOT your hedge. Here’s what actually saved me: 👉 The Great Anchor Stock
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$LMND is "pruning" its book, intentionally letting bad business churn off. This dropped retention slightly to 85%, and Wall St hated it. I love it. Revenue quality > Revenue quantity.
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Quote from the GOAT for Thanksgiving reflection: Lynch said: "In this business, if you're good, you're right six times out of ten." Watch him rocking sneakers with a suit in his latest interview: https://t.co/maq96IP6U6
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Nice job from $LMND. Price above all MAs. This chart looks really good.
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The $HIMS bear case just got obliterated by one data point: The HERS brand alone is on track to be a $1B business by 2026. That’s nearly 40% of their entire current revenue projections. They built a unicorn inside their own company!
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$APP VWAP analysis for the day looks good!
Short-term $APP chart not looking good (100% agree with my AI chart analysis). Price trapped between EMA20/50 and EMA100. Last year we had a pullback, but we stayed above support; this time looks different. Probably will need a catalyst to get out of there. We all know how good
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The most underrated part of the $TMDX report? The upcoming Kidney device in 2026. It expands their TAM by 25,000 procedures. We haven't even started pricing that in yet.
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Short-term $APP chart not looking good (100% agree with my AI chart analysis). Price trapped between EMA20/50 and EMA100. Last year we had a pullback, but we stayed above support; this time looks different. Probably will need a catalyst to get out of there. We all know how good
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This was my latest public analysis on $ZETA. I've been posting about them since March. My Financial model (attached) has not changed. Yesterday they confirmed how close I am. Look: New 2025 guidance Revs: $1,289M to $1,292M ($15.8M from Marigold) -> vs my $1,306M model Adj
$ZETA, amazing quarter as I was expecting. Updates already on Foliotrail (position, investment model UNCHANGED, deep dive). Guidance was revised up (trending to my model), and kept their 2028 goal. BULLISH! TL;DR: Story: unchanged, Price up 10%, Action hold. Revs up 35% to $308m
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$HOOD Gold membership is the stickiest product in fintech. 3.88 million subscribers (+77% YoY). nearly 40% of NEW customers immediately join Gold. That is incredible recurring revenue stability layered onto a transactional business.
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$HIMS is expanding its physical fulfillment footprint to over 1 MILLION sq ft. Why? Vertical integration. Controlling the supply chain for complex compounded products (like GLP-1s) is a massive operational moat that pure digital players can't match.
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$IREN is now targeting $3.4B in annualized revenue by end of 2026 with 140k GPUs. Execution risk is high for any team. But not for THIS team. They have the cash, the land, and the contracts.
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In many, many years of doing M&A, I learned that true "moats" are rare. $APP has one: their AI model's data advantage in gaming is now so vast that competitors can't catch up. That's how you maintain 80%+ EBITDA margins.
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The best entrepreneur alive @elonmusk just posted "We expect to build chips at higher volumes ultimately than all other AI chips combined. Read that sentence again, as I’m not kidding." How are you going to power and operate these? Are we really not bullish enough on $IREN?
Most people don’t know that Tesla has had an advanced AI chip and board engineering team for many years. That team has already designed and deployed several million AI chips in our cars and data centers. These chips are what enable Tesla to be the leader in real-world AI. The
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This 👇
As a high-quality, long-term investor, you should generally hold your positions, viewing selling as an infrequent event. The core reasons to sell are strictly limited to three: First, the investment thesis is broken, meaning the company's competitive advantage (moat) or
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