Public research
Why I Own It — Notes From a Small Investor
Series hub · launched October 17, 2026
Our holdings rest on three legs. The ETFs are our ballast — broad, steady, average on purpose, so the market's swings don't run our lives. The single stocks in this series are chosen the opposite way: industry leaders only, and most of them things we use every day, close to our lives — that closeness is why we can hold them with conviction. And the method over both is simple: DCA. Dollar-cost averaging is the way — we buy on schedule, not on emotion.
This series answers one plain question, holding by holding: why do I own this? Not because an analyst raised a target, and not because a chart says so. Because the product is in my daily life, I use it every day, and when I honestly test it — if this disappeared tomorrow, how much of my routine would I have to rebuild? — the answer keeps being: too much.
That is the whole method. Use it first, feel whether it has become irreplaceable, and only then put money behind it. It is the most honest research a small investor can do: vote with your life first, then with your money. What follows are the notes themselves — the experience first, the holding second, and the risks said out loud, every time.
EP01 · TSLA — Tesla: science fiction, now on pickup duty
Published October 16, 2026 · bilingual episode (@axingstocks / @xingaiinvest)
Start with the car. We drive a Tesla every day, and the feature that still feels like science fiction is the simplest one: standing in a parking lot, you ask the car to come to you — and it drives itself over and stops in front of you. Smart Summon turned “the car picks me up” from a movie scene into an ordinary Tuesday.
That daily routine is the research. No report told us to hold this stock; using the product did. When a machine you rely on every day keeps doing something that felt impossible five years ago, you stop seeing a ticker symbol and start seeing a part of your life — and parting with it gets hard to imagine. The feeling has a name in this series: irreplaceable.
The holding has two legs: TSLA itself, and TSLL, the 2x daily-reset version, kept as the aggressive satellite of the same conviction. The October 16 episode walks the pair through a rough day — TSLA down 2.13%, TSLL down 4.40%, a touch more than the theoretical 2x — and explains what that daily-reset cost really is, and why we still hold both. The same day's full portfolio note is linked below.
In one line: we hold it because we use it — every day, it comes and picks us up.
EP02 · AMZN — Amazon: the groceries convinced me
Published October 18, 2026 · bilingual episode (@axingstocks / @xingaiinvest)
Every day, the groceries come from Amazon. The fridge runs low, we order on the phone, and the food arrives at the door — the same day or the next — through Amazon Fresh and Whole Foods. A chore that used to need its own trip, its own hour, its own headspace has quietly disappeared from the weekly schedule.
Apply the series test: if it vanished tomorrow, grocery runs, restocking trips and the whole household buying routine would all need rebuilding. That is what irreplaceable means in practice — not a slogan, a routine. Millions of households run the same routine, and a business people cannot leave is a business that lasts.
And there is a second pillar, at work: AWS is part of the daily toolkit too. The groceries convinced the household; the cloud convinced the workday. Two different routines, the same company underneath both.
In one line: we did not buy a ticker; we bought the service our household runs on — and the cloud our work runs on.
EP03 · GOOGL — Google: every day, all day
In production · coming soon in this series
This episode is in production. The written note is below first; the bilingual video will be embedded here when it publishes.
YouTube, Search and Gmail — every single day, several times a day. Work, questions, entertainment, and the inbox this whole operation runs on: it is hard to find an hour that does not touch one of the three.
A habit this deep passes the series test before we even run it. If it vanished tomorrow, the rebuild would touch everything. So this is a holding we keep adding to: use it daily, hold it for the long run.
In one line: YouTube, Search and Gmail, every single day — a habit this deep is a holding we keep adding to.
EP04 · META — Meta: too much help to ignore
In production · coming soon in this series
This episode is in production. The written note is below first; the bilingual video will be embedded here when it publishes.
Meta's products help so much in daily life that we have already increased the investment. The social connections, the messaging, the communities — how the family and the work stay in touch is woven through them.
That is the whole reason, and the note keeps it plain: when something helps this much, this often, the holding follows the usage. Life voted first; the position followed.
In one line: it helps so much in daily life that we have already increased the investment.
EP05 · SPCX — SpaceX (listed exposure): the ecosystem in the workflow
In production · coming soon in this series
This episode is in production. The written note is below first; the bilingual video will be embedded here when it publishes.
This holding is the listed way into SpaceX's orbit. The reason matches the rest of this page, one level up: its ecosystem's products and tools are part of the daily workflow, so we bought the exposure that workflow pointed to.
Not a product on the desk, but a system behind the day. When the tools you rely on keep proving themselves, owning a piece of what stands behind them is the series logic — this time, applied to orbit.
In one line: bought because its ecosystem and tools are part of the daily workflow.
EP06 · HOOD — Robinhood: where every trade happens
In production · coming soon in this series
This episode is in production. The written note is below first; the bilingual video will be embedded here when it publishes.
Every trade goes through Robinhood, every day. The portfolio this site writes about lives there — the buys, the sells, the daily look at what moved.
So we keep buying the platform itself. When the tool you trust with every transaction keeps earning that trust, day after day, owning the platform is the most direct vote there is.
In one line: every trade goes through it, every day — so we keep buying the platform itself.
EP07 · AAPL — Apple: the phone and the computer, every day
In production · coming soon in this series
This episode is in production. The written note is below first; the bilingual video will be embedded here when it publishes.
The phone in the pocket is an iPhone. The computer on the desk is a Mac. Both get used every single day — calls, messages, photos, mail, and the work itself all run through them, and have for years.
Run the series test: if both disappeared tomorrow, it would not be one replacement purchase. It would be new devices, new habits, and years of photos and files to move — a routine rebuilt from the ground up. That is irreplaceable in the most literal, everyday sense.
In one line: we hold it because the phones and computers we use every day are all Apple.
EP08 · WMT — Walmart: the Sam's Club runs
In production · coming soon in this series
This episode is in production. The written note is below first; the bilingual video will be embedded here when it publishes.
The household shopping runs through Sam's Club — we are members, and it is where the regular restock happens. Every single trip has one non-negotiable item: the $4.98 roast chicken. Sam's Club is Walmart's warehouse-club arm, so the routine that runs our kitchen points straight at WMT.
Run the series test: if the membership lapsed tomorrow, the weekly restock rhythm — the bulk staples, the chicken, the whole flow of it — would need a new home. This is a smaller position than the daily-driver holdings above, and the note says so plainly: a modest holding, held because the routine is real.
In one line: we're Sam's Club members — the groceries, and that $4.98 roast chicken every single trip.
EP09 · MU — Micron: America's memory champion
In production · coming soon in this series
This episode is in production. The written note is below first; the bilingual video will be embedded here when it publishes.
This one is a different kind of conviction. Not a product on the desk, but an industry thought through carefully: Micron is America's memory champion, with technology at the front of the field — and memory is no side ingredient in this era.
The AI buildout runs on memory. Every accelerator, every data center, every model in training needs more of it, and faster. When an entire era's demand points at one component, the case for holding its American champion makes itself. That is the belief behind this holding — stated as a belief, not a promise.
In one line: America's memory champion — leading technology, and the AI era runs on memory.
EP10 · AVGO — Broadcom: the heavyweight
In production · the heavyweight of this series, coming soon
This episode is in production. The written note is below first; the bilingual video will be embedded here when it publishes.
This is the heavyweight of the portfolio, held for four to five years now. The pattern has been steady: growth that keeps growing, a dividend that keeps rising quarter after quarter, and cash flow that never seems to stop. It is the holding the rest of this list gets measured against.
The honest version keeps the exception in: this year has been rough — for AVGO, and for almost everyone. Set this year aside, and it has performed well year after year. Four to five years of that is not luck. It is why this episode sits at the center of the series.
In one line: our heavyweight — held for four to five years: steady growth, a dividend that keeps rising quarter after quarter, and cash flow that never stops.
EP11 · TSM — TSMC: the world's chip supplier
In production · coming soon in this series
This episode is in production. The written note is below first; the bilingual video will be embedded here when it publishes.
My read of this industry is simple: advanced semiconductors basically come from one supplier — TSMC. The most demanding chips in the world are made there, and the company has grown steadily for years, which is why we have kept investing in it.
And my personal judgment, stated as mine alone: if I could hold only one semiconductor stock for the long run, it might be this one — ahead of even Nvidia. The whole industry's road map runs through its fabs. That is the conviction — a view, not a verdict.
In one line: basically the world's chip supplier — years of steady growth; if I held only one chip stock for the long run, it might be this one, ahead of even Nvidia.
EP12 · NVDA — Nvidia: the frontier itself
In production · coming soon in this series
This episode is in production. The written note is below first; the bilingual video will be embedded here when it publishes.
The world's most valuable company, and still — after all this growth — the one standing at the frontier of AI semiconductors. Everyone else in this industry is, in some way, responding to what Nvidia does next.
My way of putting it is blunt: without Nvidia, the AI chip story wouldn't be a legend — it would be a joke. The accelerators that train and run today's models carry its name. Holding it means holding the front line of the era, not following it.
In one line: the world's most valuable company, still at the frontier of AI chips — without Nvidia, the AI chip story wouldn't be a legend, it would be a joke.
EP13 · MSFT — Microsoft: the all-day stack
In production · coming soon in this series
This episode is in production. The written note is below first; the bilingual video will be embedded here when it publishes.
The office software is Microsoft. The cloud our work runs on every day is Azure. And look around — at the office and in daily life, most of the computers still run Windows. Office, Azure, Windows: one stack, and we touch some part of it all day, every day.
That is the series test passed three times over. If Microsoft vanished tomorrow, the documents, the spreadsheets, the cloud the work runs on and the machines themselves would all need replacing at once. A stack woven that deep into the workday is not a habit you switch off — and that is why this holding sits on the list too.
In one line: Office at the desk, Azure in the cloud, Windows on the machines — Microsoft all day, every day. That's why I own it too.
Research and education only. This series is one small investor's personal holding notes — why he bought, in his own words. It is not investment advice, not a recommendation, and not a promise of returns. Holdings change, prices fall, and a product one household cannot replace can still be a bad investment at the wrong price. Read the full disclaimer before acting on anything here.
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