dLocal (DLO) — HOLD: cheap, but the cash conversion is half what the screens show

Wheaton Precious Metals (WPM.TO) — HOLD

Canadian Copper (CSE:CCI) - HOLD short term, BUY medium and long | Donatien Investment

The Fed Hiked and I Got Two Calls Wrong — Macro, 20 Sept 2026

Brent Through $100 and the Fed Flips to Hike-vs-Hold | Macro, 9 Sep 2026

ICICI Bank (NYSE:IBN) — HOLD | Donatien Investment

Alimentation Couche-Tard (TSX:ATD) — HOLD short term | Donatien Investment

Deckers Brands (NYSE:DECK) — HOLD short term | Donatien Investment

Comfort Systems USA (NYSE:FIX) — HOLD | Donatien Investment

dLocal (NASDAQ:DLO) — HOLD short term | Donatien Investment

SoFi Technologies (NASDAQ:SOFI) — SELL | Donatien Investment

Meridian Mining (TSX:MNO) — HOLD | Donatien Investment

Take-Two Interactive (NASDAQ:TTWO) — SELL | Donatien Investment

Barrick Mining (TSX:ABX) — WAIT short, BUY medium and long | Donatien Investment

Intuitive Machines (NASDAQ:LUNR) — SELL | Donatien Investment

Palantir (NASDAQ:PLTR) — HOLD | Donatien Investment

Sea Limited (NYSE:SE) — DO NOT BUY | Donatien Investment

Whitecap Resources (TSX:WCP) — BUY, One Notch Quieter | Donatien Investment

Constellation Software (TSX:CSU) — Great Business, Wrong Price | Donatien Investment

Macro — Cuts Are Priced Out, and Gold Is Telling You Why | Donatien Investment

Macro — Stagflation Leads, but the Jobs Market Just Cracked | Donatien Investment

SpaceX (NASDAQ:SPCX): HOLD | Donatien

Astera Labs (ALAB): Do Not Buy at $331.50 — great business, wrong price

Alphabet (Google, GOOGL): Do Not Buy at $357.75 — great business, wrong price

Celsius Holdings, Inc. (NASDAQ:CELH): HOLD | Donatien

Howmet Aerospace Inc. (NYSE:HWM): HOLD | Donatien

Talen Energy (TLN): HOLD — AI Power, Raised Guidance, Rich Multiple | Donatien

Sea Limited (SE) - HOLD

MercadoLibre (MELI) — HOLD: Elite Compounder, Rich Price

Eli Lilly and Company (NYSE:LLY): HOLD | Donatien

GE Vernova Inc. (NYSE:GEV): HOLD | Donatien

CME Group Inc. (NASDAQ:CME): HOLD | Donatien

AppLovin (APP) — HOLD: The Crash De-Rated It, But Not to a Buy

AbCellera Biologics Inc. (NASDAQ:ABCL): HOLD | Donatien

Canadian Natural Resources (CNQ) — HOLD now, Medium & Long BUY

T-Mobile US, Inc. (NASDAQ:TMUS): HOLD | Donatien

The Charles Schwab Corporation (NYSE:SCHW): HOLD | Donatien

PDD Holdings Inc. (Pinduoduo / Temu) (NASDAQ:PDD): HOLD | Donatien

Merck & Co., Inc. (NYSE:MRK): HOLD | Donatien

EOG Resources, Inc. (NYSE:EOG): HOLD | Donatien

CF Industries (CF) — HOLD

Chubb Limited (NYSE:CB): HOLD | Donatien

Suncor Energy Inc. (TSX:SU): HOLD | Donatien

Gilead Sciences, Inc. (NASDAQ:GILD): HOLD | Donatien

Ero Copper (TSX:ERO) — HOLD now, STRONG BUY for the copper cycle

Booking Holdings (BKNG) - HOLD

Pan American Silver Corp. (TSX:PAAS): BUY | Donatien

Wheaton Precious Metals (WPM) — BUY

Synchrony Financial (SYF) - BUY

ServiceNow, Inc. (NYSE:NOW): BUY | Donatien

ZIM Integrated Shipping Services Ltd. (NYSE:ZIM): HOLD | Donatien

Carrier Connect Data Solutions Inc. (TSXV:CCDS): HOLD | Donatien

Abaxx Technologies Inc. (TSX:ABXX): HOLD | Donatien

Cerro de Pasco Resources (CDPR.V) — HOLD

Cabral Gold Inc. (TSXV:CBR): HOLD | Donatien

Canadian Copper Inc. (CSE:CCI): HOLD | Donatien

NVIDIA Corporation (NASDAQ:NVDA): HOLD | Donatien

Intuitive Machines, Inc. (NASDAQ:LUNR): HOLD | Donatien

HDFC Bank (HDB) — HOLD

Grab Holdings Limited (NASDAQ:GRAB): HOLD | Donatien