Actionable Stock Set-ups

Actionable Stock Set-up 12: Coinbase Global, Inc. (COIN)

Coinbase: pivoting to power the agentic economy

May 13 • SixSigmaCapital

Actionable Stock Set-up 10: Amkor Technology (AMKR)

Apr 18 • SixSigmaCapital and Michel

Actionable Stock Set-up 11: Reddit Inc (RDDT)

Human-Curated Data: the Ultimate AI Infrastructure Play?

Feb 26 • SixSigmaCapital

Below are some thoughts on a potentially interesting trade set-up that is forming.

Jan 27 • SixSigmaCapital

Two new positions and thoughts on the recent sell-off in SaaS stocks

plus how to apply my framework of buying low

Jan 22 • SixSigmaCapital

Stocks and Set-ups I Like Heading Into 2026

High-conviction picks

Dec 18, 2025 • SixSigmaCapital

Actionable Stock Set-up 10: Amkor Technology (AMKR)

Oct 28, 2025 • SixSigmaCapital and Michel

Actionable Stock Set-up 9: JD.com, Inc (JD)

Oct 7, 2025 • SixSigmaCapital

Actionable Stock Set-up 8: Novo Nordisk (NVO)

We will be taking a look at the Investment Case for Novo Nordisk (NVO) in this write-up.

Sep 17, 2025 • SixSigmaCapital

Actionable Stock Set-up 7: Harrow Inc (HROW)

Aug 7, 2025 • SixSigmaCapital

Actionable Stock Set-up 6: Tecogen (TGEN)

We will be taking a look at the Investment Case for Tecogen (TGEN) in this write-up.

Jul 21, 2025 • SixSigmaCapital

Actionable Stock Set-ups (4 & 5): PagSeguro and StoneCo

Longer Term (6M-3Y)

Jun 16, 2025 • SixSigmaCapital

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