We caught a major move to the upside this week from one of our top up-and-coming AI players. We also saw nice moves higher from one of the newest names in our portfolio and a retailer that the market prematurely counted out. Here's the full rundown of the biggest names in our portfolio last week through close on Thursday, Dec. 5.

SoundHound (SOUN): +43%

SoundHound AI shares surged this week after announcing a partnership with Torchy’s Tacos to roll out its AI Smart Ordering system across 130 locations. The system manages calls, answers inquiries, and processes orders to improve efficiency. Potential partnership opportunities in this field are enormous. Web visits are accelerating significantly. We think this major AI player is just getting started.

Lululemon (LULU): +9%

We called out Lululemon as an early surprise holiday shopping winner and boy did we nail it. The company's web visits showed robust growth in November and continue to accelerate. LULU's Q3 results this week exceeded expecations, with revenue climbing +9% to $2.4 billion, driven in part by outsized international growth. The company raised its full-year revenue forecast and expanded its stock repurchase program by $1 billion.

Reddit (RDDT): +8%

We just entered this position the week of Thanksgiving on what we deemed an overreaction to internal stakeholder headlines and are already reaping the benefits of that quick move. We continue to see major growth potential in Reddit's advertising revenue and data licensing business. Bullish.

Tesla (TSLA): +7%

This week, several analysts upgraded Tesla Inc. (TSLA), citing advancements in self-driving technology, the anticipated launch of the CyberCab robotaxi, and potential benefits from CEO Elon Musk's relationship with President-elect Donald Trump, which could create a favorable regulatory environment for autonomous vehicles. We've been pounding the table on all fronts for some time now and expect considerable upside from here.

The Trade Desk (TTD): +6%

The Trade Desk (TTD) shares popped higher this week after speculation about a potential merger with Roku. An analyst suggested that acquiring Roku could help TTD rapidly scale its new connected TV operating system, Ventura, leveraging Roku’s 85+ million global streaming households. The hypothetical integration would strengthen TTD’s presence in connected TV while enabling Roku to capitalize on advertiser demand through its first-party viewer data. Roku aside, this is one of our favorite plays in OTT advertising.

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