Orange Grove Capital's Substack
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The Framework I Used to Turn ~$100K Into $1M in 4 Years (Without Margin or Leverage)
Over the past four years, I grew my portfolio from roughly $100K to $1M.
Jun 12
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Orange Grove Capital
2
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Penguin Solutions, Inc. ($PENG) - The Hidden AI Infrastructure Story Moving into Plain Sight
Jun 8
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Orange Grove Capital
5
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Lemonade at Morgan Stanley: Why Lemonade is poised to dominate the insurance industry.
Jun 11
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Orange Grove Capital
3
Lemonade Inc ($LMND) - An opportunity hiding in plain sight (and one we'll likely say is obvious in hindsight)
Jun 5
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Orange Grove Capital
3
2
Applied Optoelectronics Inc (AAOI): A High-Beta Bet on the AI Networking Upgrade Cycle
Jun 7
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Orange Grove Capital
1
1
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What 10x Stocks Look Like Before They Become 10x Stocks
I look for asymmetric, high-conviction bets before they become consensus. I created this Substack to publish my research and thought process - the same…
20 hrs ago
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Orange Grove Capital
Lemonade at Morgan Stanley: Why Lemonade is poised to dominate the insurance industry.
Notes from Daniel Schreiber’s appearance at the Morgan Stanley US Financials Conference, Wednesday, June 10, 2026.
Jun 11
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Orange Grove Capital
3
Rotation, Not Rupture: Why the AI Trade Is Entering Its Harder Phase
Read this to understand where the market is now.
Jun 11
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Orange Grove Capital
1
SemiAnalysis CPO Report - Post Mortem: Why I think the CPO Selloff Was Overdone (and why I’m Buying $AAOI)
Yesterday’s SemiAnalysis report poured cold water on the photonics trade.
Jun 10
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Orange Grove Capital
1
Penguin Solutions, Inc. ($PENG) - The Hidden AI Infrastructure Story Moving into Plain Sight
Why $PENG is here to stay and even dominate.
Jun 8
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Orange Grove Capital
5
1
1
The AI Trade Is Growing Up
Last Friday, on the back of a strong jobs report, the S&P today fell by 2.7%, wiping out $1.8 trillion in market value and marking the index's worst…
Jun 7
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Orange Grove Capital
Applied Optoelectronics Inc (AAOI): A High-Beta Bet on the AI Networking Upgrade Cycle
What is AAOI
Jun 7
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Orange Grove Capital
1
1
Why did the S&P record its worst single-day drop in eight months after a strong jobs report?
On the back of a strong jobs report, the S&P today fell by 2.7%, wiping out $1.8 trillion in market value and marking the index's worst single-day drop…
Jun 6
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Orange Grove Capital
Lemonade Inc ($LMND) - An opportunity hiding in plain sight (and one we'll likely say is obvious in hindsight)
With the capital currently flooding into AI / memory / semi names, SaaS names have (largely) been left for dead.
Jun 5
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Orange Grove Capital
3
2
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Orange Grove Capital's Substack
I look for asymmetric, high-conviction bets before they become consensus. I created this Substack to publish my research and thought process - the same one that took my portfolio from ~$100K to $1M in 4 years.
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Orange Grove Capital's Substack
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