Geiger's Capital Gains

The Next Wave of AI: Physical

This company is positioned perfectly for the growing Physical AI/Robotics theme.

Aug 5 • Geiger Capital

23

3

July 2026

Mid-Year Portfolio Review

Recap of my 1H 2026 performance and list my positions as we begin Q3.

Jul 1 • Geiger Capital

20

2

1

June 2026

Colombia Runoff Election Preview

The outcome I’m expecting, a review of my current Colombian stock positions, as well as my outlook for each of them post-election.

Jun 18 • Geiger Capital

14

1

May 2026

How I'm Playing The Cerebras IPO

Cerebras starts trading publicly on Thursday, but I am actually playing this IPO with a proxy bet that I think could outperform it.

May 14 • Geiger Capital

18

1

Colombian Election Preview

We are now just 4 weeks out from the Colombian presidential election. The current state of the race, the outcome I expect, and how I’m positioned for…

May 4 • Geiger Capital

22

1

April 2026

My Current Portfolio

With markets returning to all-time highs, I think it’s time to do a full portfolio review.

Apr 16 • Geiger Capital

23

2

March 2026

A Hidden Gem in Colombia

A new stock that should take full advantage of the Golden Age that is sweeping across Latin America.

Mar 30 • Geiger Capital

24

2

The Most Undervalued Miner in North America

There is a miner in North America that is flying largely under the radar and is still incredibly undervalued after a recent runup.

Mar 5 • Geiger Capital

26

1

2

February 2026

First Large Investment of 2026

I’ve entered into a new core position. It's an AI-related stock that I believe is flying under the radar.

Feb 10 • Geiger Capital

27

1

2

January 2026

Regime Change in Venezuela

A few quick thoughts on Venezuela

Jan 5 • Geiger Capital

33

3

3

December 2025

2026 Market Outlook

My macro view regarding the Fed and the economy, an overview of my current portfolio, plus a few specific stocks that I have on my radar

Dec 31, 2025 • Geiger Capital

27

3

3

Ride the Space Wave

Looking at a space stock that will be one of my largest positions as we head into the new year.

Dec 19, 2025 • Geiger Capital

14

4