23June22: The Big Squeeze

For all the doom-and-gloom discussion about how inflation will keep our economy (and stock market) flat for the rest of the year… what if the opposite happens? Perhaps the sustained sell off has primed the market for a major short squeeze. That’s where my bet is in the steady buy-and-hold long term game of investing.

Shift (SFT) $60M

Rubius (RUBY) $90M

Curis (CRIS) $90M

Puma Bio (PBYI) $131M

Jounce (JNCE) $155M

Viant (DSP) $362M

Vaxart (VXRT) $433M

fuboTV (FUBO) $499M

DocGo (DCGO) $769M

Digi (DGII) $828M

Perion (PERI) $828M

Sierra Wireless (SWIR) $866M

PubMatic (PUBM) $936M

Veru (VERU) $1.1B

Proto Labs (PRLB) $1.3B

Nextdoor (KIND) $1.3B

Magnite (MGNI) $1.4B

Digital Turbine (APPS) $1.6B

LiveRamp (RAMP) $1.9B

SunPower (SPWR) $2.9B

Opendoor (OPEN) $3B

Novavax (NVAX) $3.6B

DoubleVerify (DV) $3.7B

DigitalOcean (DOCN) $4.3B

Ginkgo Bio (DNA) $4.4B

Doximity (DOCS) $6.9B

Exact Sciences (EXAS) $7B

First Solar (FSLR) $7.2B

Zillow (ZG) $7.7B

Roku (ROKU) $12.4B

AppLovin (APP) $13B

Skyworks (SWKS) $14.9B

Trade Desk (TTD) $22.1B

“Courage taught me no matter how bad a crisis gets … any sound investment will eventually pay off.” — Carlos Slim Helu