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Alex Harris
96 posts
@PrivPubInvestor

Alex Harris

@PrivPubInvestor
Private equity investor assessing growth-oriented public market opportunities | Not Financial Advice | $AMD, $CELH, $VEEV
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theprivatepublicinvestor.com
Joined August 2026
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  • Pinned
    @PrivPubInvestor
    Alex Harris
    @PrivPubInvestor
    Aug 29
    Here at ThePrivatePublic Investor, we have generated substantial above market returns for the past ~4 years, with YTD performance as of Aug-27 at +133% on a seven-figure portfolio. Previous year beats over the market: - 2025: +51.8% vs +17.9% for S&P500 - 2024: +55.2% vs
  • @PrivPubInvestor
    Alex Harris
    @PrivPubInvestor
    6h
    Tim Cook to Anthropic surprises me but super cool
  • @PrivPubInvestor
    Alex Harris
    @PrivPubInvestor
    12h
    Celsius core-brand revenue fell 11.7% in Q2, but the company's revenue bridge explains why this gap isn’t as bad as the raw figure: - Consumption: -2% - Orders vs. scans: -7% - Trade / promotional investment: -3% - Discontinued products: -2% - International: +2% The core brand
    1
  • @PrivPubInvestor
    Alex Harris
    @PrivPubInvestor
    16h
    $KRKNF 🚀
    @AndurilObserver
    Anduril Observer
    @AndurilObserver
    Aug 31
    Anduril’s undersea business is starting to look much more industrial. Its Rhode Island facility is producing roughly 50 Dive-LD autonomous undersea vehicles per year, with plans to exceed 200 annually by the end of 2027. At the same time, Anduril is preparing a Dive-XL
  • @PrivPubInvestor
    Alex Harris
    @PrivPubInvestor
    20h
    Lisa Su would not give a GW deployment forecast for 2027 during the last earnings webcast and that's the right call. Helios shipment ramp really starts inflecting at the end of Q3. The hardware is now sitting with OEMs and hyperscalers who are handling rack integration and