This report shares the latest update on the BH Disciplined Growth Portfolio (38 current positions, not at all equally weighted), including several small new trades as well as a continued focus on powerful long-term growth opportunities. After this week’s stellar Nvidia earnings, a lot of investors are left wondering “what unexpected, good news can possibly remain for this already unprecedented AI growth story?” And the answer, of course, is building a prudently concentrated long-term growth portfolio that will benefit from AI (including AI hyper-scalers and “picks-and-shovels” companies”) but also healthy growth businesses benefiting from opportunities beyond just AI. Enjoy!