LikeFolio Weekly Roundup: The Winners Keep Winning

Founders Call: We Just Booked a Win — Now What?

We closed a MAJOR Space-theme win in Redwire (RDW) this week.

Many of you have asked — what’s next?

We've been watching where the momentum heads now. One segment is clear: defense.

Washington is pouring money into modern warfare — autonomous systems, missile defense, the technology that's quietly reshaping how conflicts are fought.

This week it became impossible to ignore: the Pentagon signaled it may start taking direct ownership stakes in U.S. defense companies, the kind of government backing that almost never happens. The whole sector moved on the news.

This is a multi-year buildout with bipartisan funding behind it. And it reaches well past the battlefield — the same push is opening doors in everyday areas most investors aren't connecting to defense yet.

We're watching two names sitting right in the middle of it.

One builds the hardware.

One builds the intelligence behind it.

On both, our data is reading differently than Wall Street — and we lay out exactly why on the call.

Watch the LikeFolio Founders Call here:

Infinite Hold Updates

One of the biggest mistakes investors make is confusing headlines with trends.

Headlines change every day.

The underlying trends that create massive winners can play out for years.

This week delivered another reminder of why Tesla (TSLA), Amazon (AMZN), and Google (GOOGL) remain infinite holds.

Meanwhile, Bitcoin (BTC) is suffering from a case of abandoned-stepchild syndrome.

AI, space, and the broader market are sucking all the oxygen out of the room.

That's exactly when we like to pay attention.

Because the long-term story hasn't changed.

If anything, the evidence supporting our long-term thesis keeps getting stronger.

Tesla (TSLA) and the Musk Network Effect

Tesla is in the spotlight after reports surfaced that SpaceX could begin trading publicly under the ticker SPCX.

That news quickly sparked another conversation: how much value sits inside Elon Musk's broader network of companies.

Tesla investors should pay attention.

The market is increasingly treating Tesla as more than an automaker. It's becoming the centerpiece of an ecosystem that spans AI, robotics, energy infrastructure, autonomous driving, and some of the world's most ambitious engineering projects.

This is what we’ve been pounding the table on all along.

Many of the same technologies powering Tesla's future growth – battery storage, AI compute, advanced manufacturing, autonomous systems, and energy infrastructure – are becoming increasingly valuable across Musk's broader ecosystem.

Meanwhile, the core business delivered encouraging news of its own.

Tesla's European sales jumped 67% year over year in April, with more than 9,100 vehicles sold during the month. Year-to-date sales climbed 62% as EV adoption continued accelerating across the region.

While Wall Street tries to estimate the value of robotaxis, Optimus, AI infrastructure, and Tesla's ties to the broader Musk ecosystem, Tesla continues expanding the foundation underneath it all. The company delivered nearly 1.64 million vehicles last year, operates one of the world's largest fast-charging networks, and continues growing its energy storage business.

The stock won't move in a straight line. But our long-term thesis remains intact. Tesla is steadily evolving from an EV manufacturer into a platform company positioned at the intersection of transportation, energy, AI, and robotics.

• Date Added: April 24, 2018

• Current P/L: +2,212%

Amazon (AMZN) Prime Day Gets Bigger – And AWS Just Landed Another AI Whale

Tesla isn't the only company strengthening multiple growth engines at once.

Amazon spent the week reminding investors why it remains one of the most powerful platform businesses in the world.

On the consumer side, the company recently announced that Prime Day will return in June across 26 countries.

Prime Day has evolved into one of the most powerful demand engines in retail. Last year's event was the biggest in company history. Amazon delivered more than 13 billion items same-day or next-day in 2025, and Prime members saved an average of $550 on delivery costs alone. The result is a habit-forming ecosystem that keeps shoppers coming back more often and spending more money.

This year's event will feature discounts on electronics, apparel, beauty products, groceries, household essentials, and many of the socially trending brands consumers are searching for right now. That gives Amazon another opportunity to deepen customer loyalty while generating a massive wave of high-margin advertising and marketplace revenue.

Meanwhile, AWS quietly delivered another reminder of why we own this stock.

Snowflake (SNOW) just announced plans to spend $6 billion on Amazon Web Services (AWS) over the next five years. That's more than double its previous commitment and another sign that the AI buildout is driving enormous demand into AWS. The agreement includes Amazon's custom Graviton AI chips and cloud infrastructure, which are becoming increasingly important as companies shift from simple chatbots to more complex AI agents.

Put it all together and Amazon continues to fire on both cylinders: consumer spending on one side, AI infrastructure on the other.

• Date Added: April 23, 2020

• Current P/L: +187%

Google’s (GOOGL) AI Engine Gets a $5B Vote of Confidence

Amazon's AWS win with Snowflake is part of a much bigger trend.

Every major company racing to build AI products needs more computing power. And increasingly, investors are discovering there may be more than one winner supplying it.

Earlier this month, Blackstone (BX) committed an initial $5 billion to a new joint venture built around Google's Tensor Processing Units, or TPUs – the custom AI chips that power Gemini and many of Google's most advanced AI services.

That's a significant endorsement.

Blackstone manages more than $1.3 trillion in assets and has become one of the world's largest investors in digital infrastructure. Instead of placing that capital behind another AI startup, it chose to help expand access to Google's AI hardware.

The venture plans to bring 500 megawatts of capacity online in 2027, with ambitions to scale much further over time.

What's important here is what it says about demand.

Google originally designed TPUs for its own internal AI needs. Now demand has grown so quickly that the company is creating entirely new channels for customers to access them outside of Google Cloud.

We've talked often about Google's transformation from a search company into an AI company. This is another step in that evolution.

The market still tends to focus on Gemini, AI Search, and consumer-facing products. But behind the scenes, Google is quietly building one of the world's most valuable AI infrastructure businesses.

As AI adoption spreads, that gives Google another powerful engine for long-term growth – one that many investors still underestimate.

• Date Added: January 12, 2026

• Current P/L: +17%

Bitcoin (BTC) Is Quiet – And That’s When It Gets Interesting

Not every winning investment gets rewarded right away.

AI, space, and the broader stock market are sucking most of the oxygen out of the room. That has left Bitcoin feeling like the abandoned stepchild of this market.

The price action has been frustrating. We won’t sugarcoat that.

But frustrating price action has defined much of Bitcoin’s history.

Long stretches of sideways action. Sharp pullbacks. Months where investors lose patience and start looking elsewhere.

Then the next move begins.

That’s why we continue to dollar-cost average into Bitcoin as a long-term play. The thesis has not changed. Bitcoin remains a scarce digital asset with growing institutional adoption and a fixed supply.

The market’s attention may be elsewhere today.

But historically, some of Bitcoin’s best long-term opportunities have appeared when it felt quiet, ignored, and frustrating to own.

We’re staying patient.

• Date Added: February 22, 2023

• Current P/L: +205%