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[@Poelmans737](/creator/twitter/Poelmans737)
"Portfolio update: 2025: +82% YTD 2024: +53% BUYs: $HROW $ASPN $HRMY SELLs: $TEM Adding: $MELI $TMDX $DUOL $DLO Trimming: $HIMS $IREN $ALAB $RKLB Top positions: $ASTS $HIMS $RKLB $IREN $NBIS $EOSE $APP $MELI $GOOG $NVDA $AMZN $AMD $ADYEN $PGY $MU $UBER $NU"  
[X Link](https://x.com/Poelmans737/status/1973347484417265686) [@Poelmans737](/creator/x/Poelmans737) 2025-10-01T11:21Z XXX followers, 1101 engagements


"Portfolio update: 2025: +118% YTD 2024: +53% BUYs: $RELY SELLs: / Adding: $MQ $PGY $DLO Trimming: $ASTS $HIMS $NBIS Top positions: $ASTS $RKLB $IREN $EOSE $HIMS $NBIS $CASH $MELI $AMD $GOOG $NVDA $APP $PGY $ADYEN $AMZN $MU"  
[X Link](https://x.com/Poelmans737/status/1977676155668033712) [@Poelmans737](/creator/x/Poelmans737) 2025-10-13T10:01Z XXX followers, XXX engagements


"After massive gains in: $ASTS $RKLB $IREN $EOSE $NBIS These are the companies that I believe will strongly re-rate over the next 6-24 months: $FOUR $FSLR $HRMY $HROW $MELI $NVO $PGY $REAX $RELY $LINK"  
[X Link](https://x.com/Poelmans737/status/1978346647319875631) [@Poelmans737](/creator/x/Poelmans737) 2025-10-15T06:26Z XXX followers, XXX engagements