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![_OliverVenture Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1611879784190992384.png) Oliver Venture [@_OliverVenture](/creator/twitter/_OliverVenture) on x 1325 followers
Created: 2025-07-25 14:51:14 UTC

Stocks that fit new portfolio framework:
$DUOL
$IOT
$RKLB

X days spent on everything $DUOL. Will look at $IOT today.

Stocks that didn't fit:
$ASTS

Stocks that sometimes fit:
$PATH

Stocks that fit and I have a position:
$HIMS
$AFRM
$TOST
$GLBE
$RBRK
$PGY
$SYM

and 

$CLBT — which of the top candidates has the most attractive entry right now, though not sure if that's the most relevant metric.

Haven't worked out a great way to share the research/thesis on X yet.


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948757945157554438/c:line.svg)

**Related Topics**
[hims](/topic/hims)
[asts](/topic/asts)
[rklb](/topic/rklb)
[$hims](/topic/$hims)
[$rklb](/topic/$rklb)
[stocks](/topic/stocks)
[$duol](/topic/$duol)
[$iot](/topic/$iot)

[Post Link](https://x.com/_OliverVenture/status/1948757945157554438)