Arthur Kaminsky
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The Hyperscalers Q2 2026 Earnings Review
The AI CapEx is paying off with accelerated growth
Aug 13
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Arthur Kaminsky
1
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Shift4 Q2 2026: Why I Exited My Position (And Where I’d Buy Back In)
A deep dive into Q2 earnings, buyback constraints, and the path to 2027 synergies.
Aug 10
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Arthur Kaminsky
5
1
1
July 2026
Why Amazon is the Ultimate ETF Stock
The structural tailwinds that make Amazon a superior long-term compounder in your portfolio
Jul 27
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Arthur Kaminsky
5
2
2
Meta Primed to Surprise the Market
Why the market is mispricing Zuckerberg’s massive AI capex, creating a rare asymmetric setup for long-term investors.
Jul 12
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Arthur Kaminsky
7
2
4
My Investment Thesis of Shift4
Why I believe this company is a true compounder longterm
Jul 8
•
Arthur Kaminsky
14
9
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