The election results supercharged earnings moves this week and overwhelmingly in our favor.

A dozen of the stocks in our portfolio logged double digit moves, and 10/12 were positive!

Our strategic positions in autonomous vehicles, cryptocurrency, and small-cap names are winners (according to the market) under a new administration.

Here's an overview of the biggest moves of the week in our holdings through close on Thursday, Nov. 7, including 2 red flags:

Coinbase (COIN): +39%

Over the last week, Coinbase surged as Bitcoin rallied to all-time highs following the U.S. presidential election, on optimism that a Trump administration can deliver clearer crypto regulations. Trading volumes on the Coinbase exchange soared to $6.1 billion from a typical $1-2 billion per day, further driving revenue growth expectations.

SoundHound (SOUN): +35%

SOUN shares surged this week as its AI phone ordering system surpassed 100 million customer interactions and processed hundreds of millions in restaurant orders. Expansion through major brands like Chipotle and the SYNQ3 acquisition have boosted its market reach and investor confidence ahead of its earnings report. Elevated short interest raises the potential for a short squeeze.

Dutch Bros (BROS): +34%

Dutch Bros (BROS) shares jumped after the company's third-quarter earnings exceeded expectations, with revenue up 28% year-over-year and net income rising to $21.7 million. The company raised its full-year revenue guidance, signaling strong growth and expansion momentum with 38 new store openings. We saw this momentum coming and see tremendous growth opportunity from here. This stock is just getting started.

Palantir (PLTR): +33%

Palantir's Q3 earnings results impressed investors, featuring 30% revenue growth and marking its fifth consecutive quarter of acceleration. Notably, U.S. commercial revenue jumped 54% to $179 million, driven by robust demand for its AI Platform (AIP). U.S. government revenue also saw significant growth, rising 40% year-over-year to $320 million. Palantir raised its full-year revenue guidance and continues to be one of the hottest AI-names in play.

Robinhood (HOOD): +22%

Robinhood's stock jumped following Trump's presidential victory, fueled by expectations of deregulation in the fintech and crypto sectors. Investors anticipate relaxed oversight, which could spur growth in trading volumes and reduce compliance pressures on platforms like Robinhood. HOOD also benefits from cryptocurrency tailwinds.

Marathon Digital Holdings (MARA): +19%

MARA stock popped higher after Donald Trump's presidential win sparked hopes for pro-crypto policies and a potential strategic Bitcoin reserve. In addition, rising prices are expected to counterbalance reduced mining rewards from this year's halving, boosting investor confidence. The company's recent surge in post-halving production, fueled by a 14% increase in hash rate to over 40 exahashes per second and higher transaction fees, further strengthened investor sentiment ahead of earnings.

Accuray (ARAY): +19%

Accuray delivered a narrower-than-expected loss of $0.04 per share, beating projections by $0.01, and reported revenue of $101.54 million, well above the anticipated $97.55 million. This performance highlights effective cost management and increased demand for its radiation therapy systems. The narrower loss, alongside strong revenue growth, suggests improving operational efficiency and market traction

Tesla (TSLA): +19%

Tesla reached a $1 trillion market valuation for the first time since April 2022. This increase is largely attributed to investor optimism following Donald Trump's presidential victory, with expectations of pro-business policies that could benefit the electric vehicle sector, including the impacts of less red tape on the launch of wide-spread autonomous driving technology.

Chewy (CHWY): +13%

Chewy was added to the S&P MidCap 400 on earlier this week, reflecting strong confidence in its financial health and driving demand as index funds incorporated the stock. In addition, the stock was upgraded by analysts citing potential for margin growth through automated fulfillment centers and strong recurring revenue streams like auto-ship, positioning it for sustainable, long-term growth.

The Trade Desk (TTD): +11%

TTD shares rallied this week ahead of earnings and subsequently pulled back on a nice report. We view this pullback an accumulation opportunity for one of our highest-conviction growth stories. The company noted, "As we enter our busiest time of year and look ahead to 2025, we have never been in a better position to capture greater share of the $1 trillion advertising TAM." We agree.

Here are 2 names close to our chopping block...

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