Blossom Social
  • AboutBlossomNavigationAbout Blossom
  • Home
  • Markets
  • Learn
  • Portfolio
  • Insights
  • Beevis
  • Saved posts
  • The Weekly Buzz
  • Settings
For You
Following
News
What's happening?

Blossom — Social Investing Community: Real Portfolios, Trades & Market Insights

User profile picture
Shinush Ridhushan
linked brokerage badge
@ridhushan
User profile picture

Beginner Investors · 1m

Rate My Portfolio (4 Months In)! ⭐ 🇨🇦
Building a hybrid model of core indexing + individual conviction plays. How would you rate this setup?

Holdings:
Core: $XEOT & $QQC
4 Growth/Sectors: $PLTR | $CCO | $AVGO |
$SPCX

Goal: Long-term wealth building with a mix of broad market stability and Al/energy transition growth.

Feedback needed:

• Trim, add, or hold?
• Any major sector overlap or missing pieces?

Give it a rate out of 10!
read more
0 views
profile-placeholder
Nik @srinik
User profile picture

ETFs · ⭐ Featured

Here is the ultimate beginner portfolio
I see many beginners posting that they’re new to investing and don’t know where to start. 🤔 As someone who was in a similar situation just a few months ago and learned, here are the 4 ETF types (& ETFs) that are popular among long term investors 😃 :

1) S&P 500:
US: $VOO / $SPY / $SPLG
Canadian: $VFV / $ZSP / $TPU

2) GROWTH / TECH:
US: $QQQ / $VUG / $VGT / $SCHG
Canadian: $QQC / $HXQ / $TEC / $ZUQ

3) DIVIDENDS:
US: $SCHD / $VYM / $DGRO
Canadian: $VDY / $XEI

4) ALL IN ONE / BASKET / Global Exposure:
US: $VT / $AVGE
Canadian: $ZEQT / $XEQT / $TGRO / $VEQT / $ZGQ

I noticed many people following this type of a basic / uncomplicated portfolio and are doing really well for themselves 🔥

For % allocation, you can divide evenly among the ETF categories or allocate a higher % based on your preferences. Just DCA regularly and you should be good. 😎

Some people even just put it all into an all in one etf like $XEQT. This is also a good approach - it is much simpler and it works. Ultimately, it comes to whatever you prefer 🙂

Oh and yea, there are overlaps, but I don’t think there is anything wrong in that though - it would just count as doubling down on good things. 💯

I’m sharing with you all what helped me, but don’t forget to do your own research too! 🙏🏼
read more
537K views
User profile picture
Andy Passive Income
verified badge
share holder badge
@AndyPii
User profile picture

Passive Income · 5m

Hamilton ETF’s Aug distribution

🔒Ex-date Aug 31st💰Paydate Sept 8th

$HYLD $HDIV $HMAX $SDAY $QDAY $CDAY $HBND $AMAX $EMAX $FMAX $LMAX $QMAX $RMAX $SMAX $UMAX $CWIN $SWIN $SMVP $CMAX $IMAX $BDAY

https://hamiltonetfs.com/hamilton-etfs-announces-august-2026-monthly-upcoming-semi-monthly-cash-distributions
56 views
User profile picture
Beskar Capital
@beskar_capital
User profile picture

Beginner Investors · 2d

Google or the Government? 🤔
Earlier this week, Google ($GOOGL parent Alphabet) announced that they are preparing to launch its first Australian debt issuance - a $5 Billion Kangaroo bond.

The Australian transaction is part of a wider fundraising campaign. Earlier in August, Alphabet raised $25 billion (A$35 billion) in the US. It had previously sold bonds in Canada, Japan and Switzerland. In March, Alphabet issued a 100-year, £1 billion bond in the UK.

They just can't borrow fast enough! 😰

Ask yourself, when does a company borrowing so much, so fast ........ see their stock price do well in the near future? 🤔

Ahhhh......but this TIME is different, Beskar.  Google is a huge, safe, and impenetrable company that is winning the flag planting on the AI moon!  🤑🤑🤑

Well, it's true they are big.  But the rest of what you say is up for debate.  Here's why:

While it's true that Google is bigger than most Governments spreading it's seed all over the Earth - debt issuance here, debt issuance there - the corporate bond market is exploding! 💥

The chart below shows the current bond yields. Note that corporate bonds in the highest rated (A,AA,AAA) companies all blow away the yield offered by the U.S. treasury at the same mid- to longer-dated maturity. I circled the 10-yr and 30-yr yields for U.S. Treasuries and (AAA,AA,A)-rated corporates.

So for a 30-yr bond......do I go for a 6.63% annual yield from Google?  ...... or do I go for a 5.29% annual yield from the U.S. Government?

For Beskar Capital?  The answer is neither!

This spread between Alphabet Google's long bonds and the Government's long bonds will have the yield chasers going for Google.  Especially as headline news on the expanding Debt-to-GDP in the U.S.  In the near-term, at least, that's not good for the U.S. long bond market........

.......or the U.S. stock market. 😰

Why?  Because China stopped buying treasuries.  Japan stopped buying treasuries.  And now your greedy Baby Boomers next door will too.........to chase these hyperscaler bonds instead.

Unless.........the bond markets yields continue to climb.  And they will have to 😨..........just to compete with these high yield, highly rated corporates that may be perceived as "safer" for the moment.  Higher yields translates to higher inflation.  Higher inflation translates to lower stock prices.

And higher yields could very likely be the straw that breaks this credit cycle to bring affordability issues and the stock markets crashing to the ground 📉😱and relief to the young people 😀🥳 trying to gain home ownership (as long as they have cash stockpiled to make a downpayment) - just as Dr. Warsh ordered. 😉   Just know that if the U.S. bond yields don't naturally go higher......ain't nobody buying U.S. long-term debt.

That's a formula to send the $TLT on a highway to hell in the short- to mid-term. 😈  Check out that 5-year chart and imagine more to come.😨

But markets have an uncanny way of correcting themselves.  Adam Smith's invisible hand.  If Kevin Warsh is going to sit and watch instead of intervene, then it will be up to the bond market to self-correct.  A sharp sell off in long bonds would inversely send those yields higher.

But what else could happen to tighten the spread between Google and the Government?  🤔

For that?  Google would have to become less "safe".  While Microsoft ($MSFT ) is a AAA-rated hyperscaler, Alphabet Google is not (AA+).  And with the Pit Bull Worldwide tour 😂 of debt issuance that Google is engaging in ......it's getting a whole lot less "safe".

Again - when have you seen a stock outperform when they are in the process of issuing massive amounts of debt? 🤔

And the late stages of the meltup phase of the real estate/banking crisis cycle is not the TIME to experiment with your hopes.

So not only is Warren Buffett's Alphabet unappealing as a stock to invest in at the moment......but it's quickly becoming a delicious opportunity to short.  It may have been better to wait for that blood on the street condition to buy like he writes about instead.  But maybe this is Greg Abel now? 🤔

But back to our question.  Is it going to be Google or the Government?

These are crazy TIMES......and getting crazier.  In your perception of a New Normal........for Beskar Capital, we see nothing different than the last cycle.

For Beskar Capital, we are positioning accordingly.

This is the Way! 🏄🌊🏄‍♂️🌊🏄‍♀️🌊

read more
4,836 views
User profile picture
Kir Royal Trader@kirroyaltrader
User profile picture

Technology · 6m

SPCX is getting ready to launch
$SPCX | $SPCH (Follow up from August 14 post)

Super tight range inside the 21 EMA structure, with volume drying up nicely.
Compression is building, this one looks ready for a move soon.

22 views
User profile picture
Gary Gill
@garygill
User profile picture

Crypto · 🔥 Hot

BITCOIN BEAR MARKET OVER! MSTE, BDAY, ISBG
I am crushing it with $ISBG $BDAY and SUPER close to being break even on price with $MSTE . In the video I explain why the bear market is over, my average price per share with $MSTE, the 3 most likely scenarios for $BTC between TODAY and December, and also interview the CEO of Quantify funds to see why $ISBG surged 14% on Thursday when everything else only went up around 5% and also the future of $MSTE $MSTR and $BTC (It's a must watch interview for $BTC $MSTE $MSTR $IBIT investors). You can check out the video here, it's a long one so make sure to use the chapters, but this should tell you MOST of what you need going into September: https://www.youtube.com/watch?v=Bm2FtVB7du0
1,124 views
User profile picture
Alice @alvora
User profile picture

BlossomCon · 🔥 Hot

Amazing First BlossomCon Experience!
It was my first time attending, and it was an amazing experience—definitely worth attending! It was awesome to meet some people in person than online, especially Moe and Sophil.

Congratulations to Moe @moementumfinance on winning Blossom Creator 2026! I was lucky to sit beside you—hopefully some of your luck will rub off on me during my investing journey. 😊

Sophil @sophii.svg thank you for the opportunity to guide me into the world of investing and introduce me to the Blossom app.

I also really appreciate Anthony @anthony.invests for setting up the closed captions and sitting beside me to ensure it ran smoothly throughout the conference.

The panel discussions about investing topics opened my eyes and boosted my confidence.

I will definitely come blossom Con again next year!

read more
1,724 views
User profile picture
Paul Santori
verified badge
share holder badge
linked brokerage badge
@paulsantori
User profile picture

Passive Income · 3d

Sweet!! 😊
If bitcoin keeps running this could get a lot better quick!!
8,816 views
User profile picture
Luis
linked brokerage badge
@luiyo
User profile picture

Market News · 12m

AST SpaceMobile 🤝 Portugal
Vodafone Portugal’s partnership with the European satellite communications joint venture (Satellite Connect Europe) positions Vodafone to be the first operator to provide this universal connectivity service in the country by 2027.

$VOD Portugal and Satellite Connect Europe (a joint venture between Vodafone and $ASTS for mobile broadband satellite communications) have established a partnership to launch a commercial mobile satellite connectivity service using conventional smartphones.

In this way, Vodafone says it is positioning itself to be the first operator in the country to provide, by the end of 2027, access to mobile communications in any part of Portuguese territory that may not be served by terrestrial coverage, allowing any conventional smartphone to make a connection using satellite technology. Additionally, it will allow communications to be maintained during emergency situations, such as storms and power outages.

With this agreement, and after all regulatory authorisations for spectrum use have been secured, the next step will be to guarantee the commercial availability of the solution through a soft ‘beta’ launch, complementing Vodafone’s current terrestrial mobile network.

With this extension of the terrestrial network via satellite, it will be possible to switch between space and terrestrial networks to access broadband data, make calls and send SMS easily. This will make mobile coverage available even in hard-to-reach areas, without the need for dedicated antennas, specialised devices or expensive satellite phones, complementing Vodafone’s advanced 5G network across Europe.

“This step forward in exploring new forms of communication reinforces Vodafone Portugal’s commitment to the digitalisation and modernisation of society and to strengthening the competitiveness of the economy. On the other hand, it contributes to solidifying national security, paving the way for universal connectivity,” says Luís Lopes, CEO of Vodafone Portugal.

“This commercial agreement reinforces the momentum of mobile network operators around satellite connectivity, as well as our unique technology and partnership approach,” says Meredith Sharples, General Manager of Satellite Connect Europe. “Vodafone Portugal has a clear vision to integrate satellite technology into its network and improve mobile coverage and resilience across the country.”

Source: https://www.advanced-television.com/2026/08/24/vodafone-vows-coverage-with-ast-spacemobile-in-portugal/
read more
70 views
User profile picture
Maxwell
verified badge
share holder badge
linked brokerage badge
@maxstocks
User profile picture

Community · 🔥 Hot

💡 Responding to Ronan + Community Concerns!
Want to respond to @ronan's feedback yesterday (and the feedback in the comments) with my own post so my response doesn't get lost in the thread

Will start my saying I hear the concerns and am taking them very seriously and this is something I take personal responsibility to fix. I really appreciate everyone taking the time to write out their thoughts and see a ton of passion from everyone in solving these issues. As @ronan mentioned, Blossom has always had a spark and uniqueness and it's our job to make sure that spark doesn't go away as we grow.

Here's my summary of the top problems I'm hearing and my plans to fix them:

🤖 1. The rise in AI slop posts crowding quality content
- This was the #1 problem raised across the comments and is one we're actively working on. We're following @jacobb's suggestion of an 'AI detection' feature with the ability to see less posts like this. This is set to go live in 3-4 weeks, will see if we can accelerate this

😢 2. Us vs them mentality, hostility especially to new creators
- This one is a bit tricky as we don't want to overly police what people say. But there's one example someone gave of a new user being called a loser that are blatantly against our community guidelines of respecting one another. I think the same way we've built in spam/scam detection, we need to do the same for these kinds of comments so we can uphold these guidelines better

🏆 3. Too many milestone posts crowding out quality content
- I think there is an important place on Blossom for this kind of content as the milestones are encouraging to other investors in their journey (including myself). I think the issue more so is the volume of them. Curious for folks feeling this issue whether they've tried clicking 'see less posts like this' as that should fix this issue. If not I'll investigate and perhaps not a lot of people know about this feature.

I think #1 and #3 stem both stem from the feeling that quality content isn't being rewarded... let me think deeper about how to solve this problem more broadly as I definitely see this too and I don't think fixing AI slop will fully solve this.

One commitment I have is to spend much more time connecting with and chatting with Blossom's creators, I want to solve this problem as much as you guys do. One good news is we recently hired our first product manager (who is a Blossom shareholder and creator) who will be fully dedicated to helping me solve this and together we'll have much more time to chat with your all and think about how to solve these problems.

🙏 Let's get Blossom back to the glory days of this community!
read more
17K views
User profile picture
Will W
share holder badge
linked brokerage badge
@williamwang23
User profile picture

Beginner Investors · 5d

Never Ending Taxes
The other day @paulsantori commented on a post of mine talking about taxes and it got me thinking....How many times do we actually get taxed on the same money?

I earn income → pay income tax.

I buy a house → pay property tax every year.

I buy something → pay sales tax.

I take my family out for a meal -> more taxes

I invest → potentially pay tax on dividends, interest or capital gains.

I drive → pay taxes built into fuel.

Buy a new car = taxed, buy a luxury car = taxed even more.

It feels like the same dollar gets taxed over and over as it moves through the economy.

Obviously, taxes pay for the services and infrastructure we all use. I’m not arguing that taxes shouldn’t exist.

But it’s still pretty crazy when you stop and think about just how much of your income never actually makes it into your pocket or stays there....

Earn it. Taxed.
Own it. Taxed.
Spend it. Taxed.

And then we wonder why building wealth takes so long. Rip to all those Etfs that I could've bought instead lol
read more
10K views
profile-placeholder
Rahul
linked brokerage badge
@rahul7
User profile picture

Analysis · 18m

LEVELS IM LOOKING TO BUY
With the market pulling back, these are the levels that I am looking to add more to my existing positions. These are all great areas to enter in my opinion and I think they will be great long term areas of accumulations! Let me know your thoughts!


Micron: $909, $817
Sandisk: $1318, $999 (if it retraces that far)
SKHY: $152
Robinhood: $97 & $92
CIFR: $14
Google: $339, $320
NBIS: $205 & $180
Iren: $40, $33
MSTR: $114, $80
DRAM: $53, $47
read more
50 views
User profile picture
Cathie Wood
super investor badge
profile-placeholder

Super Investor Trades · 🔥 Hot

Cathie Wood's ARK disclosed a $765 million position in SpaceX, bringing the private space company to nearly 5% of the portfolio.

This comes as Wood cuts Teradyne by 48%, banking a 347% gain on the semiconductor testing stock.

Visit Wood's profile to see her full portfolio and recent trades this last quarter from her 13F filing.
35K views
User profile picture
Brad Brunton@bradbrunton
User profile picture

Beginner Investors · ⭐ Featured

Summaries of some of my favorite investing Books 💯
For those who don’t have the time
280K views
User profile picture
Will W
share holder badge
linked brokerage badge
@williamwang23
User profile picture

Beginner Investors · 🔥 Hot

Individual Stocks Vs Index Funds
I was at Blossom Con this weekend, and one of the panel conversations that really stuck with me was when @brandon talked about how he eventually sold all of his individual stocks and moved into index funds. Even during a chat with @bdinvesting said he was close to 60% index funds now himself

That honestly says a lot.

Here are two people who spends time around investing, stocks and the markets and even they decided that keeping things simple made more sense to a degree. It reminded me why I invest the way I do. There is no need to find the next 10x stock, or trying to predict the next crash.You don't need to constantly figure out which company is going to outperform.

I've been investing for a decade now and i'm not completely against individual stocks either. I still own some myself but roughly 90% of my portfolio is ETFs because building wealth doesn't have to be exciting.

The goal isn't to become the best investor in the room. It's to become financially independent.

What's your portfolio mostly made up of individual stocks or ETFs?
read more
4,320 views
User profile picture
Crazy Canuck Investor
verified badge
share holder badge
linked brokerage badge
@crazycanuckinvestor
User profile picture

Beginner Investors · 9d

Give Yourself Some Credit
Does it ever feel like you’re investing and investing… but your portfolio is barely moving?

I know that feeling.

I started investing seriously at 50.

But if there’s one thing I’ve learned, it’s that you should be proud of what you’re doing.

Whether you just invested your first $100 or you’re working toward $100,000, every dollar represents a choice you made about your future.

You could have spent it.

Instead, you invested it.

That takes discipline, sacrifice, planning, patience and consistency.

And especially in the beginning, it can feel like a grind.

You keep contributing and hear about the “magic of compounding”…

but sometimes you wonder where the magic is. 😂

Because early on, most of the heavy lifting is being done by you, not your portfolio.

I’m approaching $600,000 now and I’m still contributing aggressively. Even at this point, there are times when it feels like things aren’t moving fast enough.

But there’s a big difference.

The portfolio is starting to do more of the work.

A 1% move on $10,000 is $100.

A 1% move on $600,000 is $6,000.

Eventually, your portfolio can produce more growth than you could reasonably contribute yourself.

But you have to build it first.

I’m also very aware of this when I share my numbers on Blossom or in my YouTube videos.

Someone might see my portfolio and, instead of feeling motivated, feel like they’re behind.

I never want that to be the takeaway.

I remember when $100,000 seemed enormous.

The person with $1 million had a first $100 too. They had years of contributions, patience and times when it felt like nothing was happening.

They’re not necessarily doing better than you.

They’re just at a different point in their journey.

So wherever you are today, be proud of it.

You’re building options for yourself and making your financial future better.

And those contributions you’re making when it feels like nothing is happening?

One day you may look back and realize that’s when you were building the foundation for everything that came after. ❤️

Where are you in your investing journey today, what’s your next goal, and what’s your plan to get there?
read more
3,308 views
User profile picture
Nate Spratt
linked brokerage badge
@spratt23
User profile picture

Technology · 18m

AAOI — The Risk/Reward 👀
AAOI has pulled back hard, but I’m still very interested in the setup.

The biggest part of the thesis for me is 2027. Current estimates are calling for 170%+ revenue growth in 2027, which is absolutely insane if AAOI can actually pull through Management expects data-center transceiver revenue to reach roughly $471M PER MONTH by mid-2027, with ~$217M/month coming from 800G and ~$164M/month from 1.6T. That’s a massive ramp from where the company is today.

The biggest risk for me is whether AAOI can actually deliver on the 2027 expectations. If the growth doesn’t come through as expected, the stock could see a pretty big pullback. But if they hit those numbers, I think the upside could be huge.
But if they do come through, I think the risk/reward setup is worth watching

My average is $107 and if we break below $100-80$I’ll be looking to add more.

My rough targets-

🔴 Bear: $80–90
🟡 Base: $140–160
🟢 Bull: $175–190-250$

AAOI is around a $10.5B market cap right now so the question is if the future earnings power justifies the valuation

I’m not saying this is a guaranteed winner It’s a high risk alpha position where the 2027 expectations are doing a lot of the heavy lifting

If 2027 delivers → massive upside potential.

If 2027 disappoints → it can drop just as hard
read more
100 views
User profile picture
Kir Royal Trader@kirroyaltrader
User profile picture

Trading · 22m

$FIGS

FIGS is breaking out above its tight post-earnings range. Nice continuation setup if it can hold the breakout and build above this level.

78 views
User profile picture
Moe
linked brokerage badge
@moe_on_margin
User profile picture

Beginner Investors · 2d

Hedge Fund Hunt Findings - Post 1
Lovely people of blossom the moment (some of) you have been waiting for has finally arrived, thank you for waiting patiently for the mother of all research projects to drop.

First I’ll give some context for the folks who are seeing this for the first time, I’m running an extensive research to go through the 13F filings of 11 small-cap, growth and biotech specialist hedge funds to track all new positions they’ve started, accumulated or exited in Q2, then I’m cross checking all names to find CLUSTERS of smart money behind specific companies, and finally I’m running a fundamentals analysis and catalyst dive to confirm positions I’m highly interested in following my self.

It’s a massive research project that covered 754 companies in Q2 and you can get a little context on the project here:
https://link.blossomsocial.com/7uYa/zhg3udgo

Now let’s get to the juicy stuff you’ve all been waiting for The Clusters we found:

5-fund cluster —> 5 companies
4-fund cluster —> 17 companies
3-fund cluster —> 56 companies
2-fund cluster —> 154 companies

For this specific post I’ll be focusing on the 5-fund cluster you can see the full list in the image and here is how to read the excel table.
🟢 NEW - dark green
🟢 ACC++ - major accumulation (>20%)
🟢 ACC - accumulated
🔵 HOLD - held unchanged
🟠 RED - reduced
🔴 RED– - major reduction
🔴 EXIT - fully exited

Now this first wave of companies is obviously signaling VERY strong conviction from hedge funds during Q2, but the total funds invested are significantly smaller than those behind the companies in the 4-fund clusters.

Without further Ado:

$AXON
Axon builds the entire technology ecosystem that police departments, security agencies, and increasingly private enterprises use to do their jobs. Most people know them as “the TASER company”

- Q2 2026 revenue of $904M (+35% YoY)
- 10th consecutive quarter > 30% growth.
- Raised full-year 2026 revenue growth guidance to 32-34%
- $15B in backlog bookings
- Dedrone counter-drone surpassed $100M in quarterly revenue for the first time

MAJOR Catalyst POV:
- Counter-drone is exploding From near-zero to $100M+ quarterly. Drones are the new threat for airports, stadiums, military bases, and critical infrastructure. Axon is the market leader through Dedrone.
- AI is a revenue accelerator, not a cost their Draft One tools saves officers 30-45 minutes per report. Departments pay extra for it. AI Era Plan revenue +700% proves the willingness to pay.

Fundamentals: PASS
——

$KRMN
Karman makes the critical components that go INSIDE missiles, rockets, and defense systems, they are a major supplier to 80 of the defense primes including Lockheed and Northrop.

- Q2 2026 revenue of $182M, up 58% YoY. - - Record backlog of $1.3B with nearly $500M in quarterly bookings
- Expanding into European defense via Walker Precision acquisition
- CEO confirmed the company is tracking 20-25% annual organic growth “for the foreseeable future,” stating “revenue could double in 3 to 4 years with potential inorganic growth accelerating that timeline.”

MAJOR Catalyst POV:
- Massive Backlog conversion potential through 2027+. They’re positioned as a critical subcomponent supplier across the entire US defense supply chain from missiles, hypersonics, submarines, to space launch, and UAS.
- 200,000 sq ft Salt Lake City factory being fitted up with production capability online before end of 2026.

Fundamentals: PASS
——

$NAMS
NewAmsterdam is developing obicetrapib, a once-daily oral pill that lowers LDL cholesterol (the “bad” kind) by an additional ~45-50% on top of whatever a patient is already taking.

This one I considered a development stage company as it is still building up operating approval and generating little to no revenue.
- Posted Net loss $(64.1)M
- Strong runway of $678.3M cash + marketable securities

MAJOR Catalysts:
- I personally think this is the one they’re betting on: PREVAIL cardiovascular outcomes trial interim analysis. This is a 9,500+ patient study asking the ultimate question: does obicetrapib actually prevent heart attacks and strokes and if results are positive it would be breakthrough for the entire cardiovascular field.
- European regulatory decision expected H2 2026.
- US NDA filing, likely after PREVAIL data confirms outcomes benefit.

Fundamentals: DID NOT PASS

This is a bet on the probability of them getting obicetrapib approved after trials succeed (Think of it as the Cholesterol Pill That Could Prevent Heart Attacks!), which would deliver estimated sales of $3B-$5B, if it fails stock probably gets cut in half.
———

$RGEN
Repligen sells the tools, systems, and consumables that pharmaceutical companies need to manufacture biological drugs at scale.

- Q2 revenue of $204M, up 13% organic.
- Proteins franchise surged 50%.
- Raised full-year organic revenue growth guidance to 10.5%-13.5% and adjusted EPS to $2.03-$2.09.

MAJOR Catalysts POV:
- Cycle reversal: After the COVID vaccine boom, pharma companies had built up massive inventories of bioprocessing supplies. They stopped ordering, and Repligen’s growth collapsed. That cycle has now reversed. Proteins franchise surged 50% in Q2. Process Analytics grew over 30%. Emerging biotech revenue has grown high-teens for five straight quarters. The industry is restocking and expanding capacity again.
- BioLife acquisition expected to close Q4 2026, expanding cell-therapy portfolio with at least $20M in first-year synergies.

Fundamentals: NARROW PASS
——

$MIRM
Mirum develops and sells medicines for rare liver diseases, primarily in children and increasingly in adults who would previously have no medical alternative for some very tough symptoms.

- LIVMARLI their approved medication generated $114M in Q1 net sales, up 55% YoY.
- Full-year guidance raised to $680-700M.
- Net loss $(67.2)M, EPS $(1.06) widening due to heavy R&D investments
- ~87% product gross margin
- negative FCF and high dilution to fund expansion

This one has MANY catalysts stacked:

Catalyst #1: Zilurgisertib PDUFA - Sep. 2026
FDA decision expected September 2026 for zilurgisertib in fibrodysplasia ossificans progressiva (FOP), an ultra-rare condition where soft tissue progressively turns into bone. If approved, Mirum plans a year-end 2026 US launch adding an entirely new disease and revenue stream.

Catalyst #2: EXPAND Phase 3 - Q4 2026
The Phase 3 EXPAND study of LIVMARLI in additional rare cholestatic conditions is on track for top-line data in Q4 2026. This would expand LIVMARLI’s label beyond ALGS and PFIC into other cholestatic diseases. This opens up a new market approx. $1B in sales.

Catalyst #3: AZURE-4 Data — Q4 2026
Hepatitis delta virus (HDV) data expected Q4 2026, on track for a potential BLA submission in H1 2027. HDV is a serious viral liver disease with no approved treatment.

And many more catalysts on new rare medications in the pipeline, this one has massive potential in my view and could be the next ETON. (If you know me well enough you know what that means 🚀🚀🚀)

Fundamentals: DID NOT PASS
———

Now where are you going to invest you own dollars Moe? Well, I picked 2 names from this round $KRMN and $MIRM price is right, entry point makes sense and both have an amazing array of catalyst that would most likely re-rate in the next 12-18 months. I’m also putting in $NAMS leap options as a lottery ticket if they do indeed approve a cure for heart attacks.

That wraps up our first part of the Hedge Fund Hunt series folks! Hope you enjoyed it and are now even more excited to see the next even stronger, more investment allocated and much more diverse 4-fund cluster 🚀🚀🚀

If this doesn’t get a 100 likes at least after all the work I put in, I’m not sharing the rest! I’m kidding I’ll just settle for 50 likes 😅😅

Please follow my account if you are interested to see the rest of the list and full research.

Have a lovely weekend everyone!

Not financial advice, do your own research.
read more
4,850 views
User profile picture
Luis
linked brokerage badge
@luiyo
User profile picture

Beginner Investors · 23m

Winners of the Day! 🟢
Today’s winners defended my portfolio very well. These were the more defensive and higher quality names as the market rotated away from high-beta growth and tech companies.

These are great times to buy in those tech dips so when we rotate back, we then buy defensive ones. 🔄

Always trying to keep the perfect balance. ⚖️

* $WMT (+2.69%) - My biggest winner. Rebound after last week’s sharp post-earnings drop. The dip was bought today amid a rotation into large-cap consumer and retail

* $AMZN (+1.35%) - Amazon benefited from being a mega-cap consumer/tech name than a pure semiconductor or speculative growth stock.

* $KO (+1.27%) - Classic defensive company. Outperformed tech as money moved into lower-volatility blue chips.

I feel that today's red day is in part of the $NVDA pre-earnings jitters (earnings Wednesday) and rotation out of tech and into blue chip and defensive companies.

Let's see what happens tomorrow! Have a good evening.

read more
180 views
User profile picture
The Market Matrix
verified badge
@themarketmatrix
User profile picture

Market News · 🔥 Hot

Nancy Pelosi just filed for her purchase of ~$12 Million of Bloom Energy $BE AND $1.5 Million of Intel $INTC

She’s buying the dip, all while $MU has broken below $900 and $NVDA is on pace for its 7th straight red day, longest streak in over 4 years.
1,430 views
User profile picture
Johann Dizon
linked brokerage badge
@johanndizon
User profile picture

Passive Income · 1d

Financial freedom is not built by accident
but built when investing becomes a priority !!

Every single distribution gets put back to work ✅ $BLOX $HOOW
2,442 views
User profile picture
Jackie Zhou
linked brokerage badge
@jackiezhou
User profile picture

Market News · 24m

Breaking: SEC subpoenas major Wall Street banks about the trading of Leopold Aschenbrenner from Situational Awareness, per NYT
104 views
User profile picture
Twenty-five And Invested
linked brokerage badge
@25andinvested
User profile picture

Beginner Investors · 1d

Finally got around to a video update!
Im getting a suspiciously large amount of hours for someone who is layed off. 😆 no joke I seen 3 people leave in a month so im kinda the last one standing.

I will definitely NOT hit my savings goals! But it is looking good that I will not have to dip into my emergency fund either! This is some fantastic news!

I sold $DG for $XEQT that was my final "small position" in my tfsa. all that is lef are the big game changers! also i sold for a 30% gain. after 3 years..... damn you dollar general.

https://youtu.be/zabgEzwYNRc
1,968 views
User profile picture
Ronan
@ronan
User profile picture

ETFs · ⭐ Featured

Complete ETF/Sector/Asset Investment List
Since so many people ask how to invest in this sector, or this country, or this asset, I’ve decided to make a comprehensive guide on how you can invest in specific areas. This is NOT portfolio advice, simply information about tickers that you can research yourself. Save this for later so you have a list of ETFs to come back to!

Canada:

$XIU $XIC $ZCN All expose you to the TSX in Canada. These ETFs consist of all top Canadian companies and access to our national stock exchange.

$VCB $VGV $VLB $VAB $VSB $VSC $XBB $XCB Expose you to Canadian bonds; whether it be long-term, short-term, corporate, government, etc.

$VDY $XEI $CDZ Expose you to Canadian dividend companies

$XRE $ZRE $VRE Give access to Canadian REITs

$ZEB $XFN $RBNK Lets you buy the Canadian banks


USA:

$VFV $ZSP $XSP $XUS $HXS Lets you buy the S&P 500 (learn about hedged vs. unhedged in my other post)

$XQQ $HXQ $ZQQ All give you access to the NASDAQ 100

$IWR $VO $VOE $VOT $IJH $SCHM Lets you buy US Midcaps

$IJR $IWM $VB $VBR $VBK $SCHA Lets you buy US Smallcaps

$DIV $SPYD $RDIV $DHS $VIG $SCHD $VYM $DGRO $SDY Give access from small to high dividend US companies

$VTI $ITOT Lets you buy the whole US market

$TLT $IEF $VGIT $GOVT $SHY $VGLT Give access to US bonds

$XLC $XLY $XLP $XLE $XLF $XLV $XLI $XLB $XLRE $XLK $XLU All give you access to each sector in the S&P such as financials, energy, healthcare, etc.


International:

$XEQT $FEQT $VEQT $ZEQT Give you an all-in-one exposure to Canada, US, emerging and global markets.

$VEA $IEFA $SCHF $SPDW $EFV $EFA Give access to general international exposure

$EWJ $EWU $EWC Gives direct access to developed international countries

$INDA $MCHI $EWT $EWY $EWZ $EWW $EIDO $EWM Gives direct access to emerging international countries


Assets:

$KILO $PHYS $CGL Let’s you buy gold directly through ETFs

$SVR $HUZ Let you buy silver through ETFs


Savings/Interest:

$CASH $HISA $PSA $HSAV Access to Canadian savings and interest payments

$HSUV-U $PSU-U $HISU-U Access to US savings and interest payments


There’s so many ETFs I didn’t go into with dozens of categories, but this should give you some basic starting point to look into your ETF investments. This is simply the starting point, when choosing your investments always research the ETFs, what they provide to you, their fees, your goals, your risk, and what you’re looking to get out of investing.

As always do your research and happy investing!

Subscribe to the newsletter: relatablefinance.substack.com
read more
292K views
User profile picture
Beskar Capital
@beskar_capital
User profile picture

Beginner Investors · 5d

Are You Sleeping Well at Night? 😴💤🛌
There's still TIME! 😂

You just have to know how to read and listen to it. 🤓🧠

If you are still looking for a place to lay your head, you may want to try here. Link in Bio.

Natural selection is alive and well. 😐

This is the Way! 🏄‍♀️🌊
6,518 views
User profile picture
yield
linked brokerage badge
@yield
User profile picture

Passive Income · 3d

BTC up 24% in a week. Not Many People Noticed !
Happy news for all $BTC & BTC related $MSTR $MSTE $MSTY $MSTW $MSTY $MSTR holders 🥳

Especially to @a.i.s @adrian_pii @garygill
5,696 views
VFV logo

+0.50%

0.0% held

ZSP logo

+0.38%

0.0% held

QQC logo

+0.90%

0.0% held

HXQ logo

+0.66%

0.0% held

HDIV logo

+0.10%

0.1% held

HYLD logo

-0.56%

0.0% held

HMAX logo

+0.00%

0.0% held

QDAY logo

-0.18%

0.6% held

GOOGL logo

0.0% held

TLT logo

-0.35%

0.0% held

MSFT logo

+0.43%

0.0% held

ISBG logo

+3.37%

0.0% held

BDAY logo

+3.95%

0.0% held

MSTE logo

+3.18%

0.0% held

BTC logo

+1.14%

0.0% held

Post image
Post image
VOD logo

+0.13%

0.0% held

ASTS logo

-9.18%

4.7% held

Bought
SPCX logo
SPCX @ $170.86
New Holding
0.00→4.97%
of total portfolio
Verified by Blossom
Post image
Post image
Post image
Post image
+1
AXON logo

+2.20%

0.0% held

KRMN logo

-1.77%

0.0% held

NAMS logo

+0.32%

0.0% held

RGEN logo

+0.47%

0.0% held

WMT logo

+2.69%

5.2% held

AMZN logo

+1.33%

3.6% held

KO logo

+0.98%

3.4% held

NVDA logo

-2.91%

14.3% held

BE logo

-1.58%

0.0% held

INTC logo

-4.11%

0.0% held

MU logo

-6.88%

0.0% held

NVDA logo

-2.19%

0.0% held

Post image
Post image
BLOX logo

-0.29%

27.2% held

HOOW logo

+16.44%

5.1% held

DG logo

+2.35%

0.0% held

XEQT logo

+0.53%

59.3% held

VFV logo

-0.15%

12.4% held

XEQT logo

-0.34%

7.1% held

XIC logo

-0.31%

0.0% held

ZCN logo

-0.44%

0.0% held

BTC logo

+13.68%

0.0% held

MSTR logo

+7.81%

0.0% held

MSTY logo

+6.56%

0.0% held

MSTE logo

+6.63%

3.2% held

Join the conversation with 500,000+ other investors 💸
Blossom
Create an account to get access to everything Blossom has to offer!
  • 📊 Personalized algorithm based on your investing style, experience level and interests
  • 📈 Powerful portfolio and dividend tracking tools
  • 👀 See what top creators and others in the community are investing in
Sign upI have an account