The ISA Journal

Welcome 👋 I’ve been investing for just over 3 years, and this account is where I’ll be documenting my journey towards building a £1,000,000 Stocks & Shares ISA. Like many people, I started with very little knowledge. Everything I’ve learned has come from reading books, doing my own research, and, most importantly, learning from the incredible investing community here on X. I’ve never paid for investing memberships or premium groups. The insights shared freely by experienced investors on this platform have taught me more than I could have imagined. This account is my way of giving something back. Here’s what you can expect: 📊 Weekly portfolio updates 💭 My investment thesis and thought process 📈 Wins, mistakes and lessons learned 🔁 The best insights from investors I respect on X 🎯 A transparent journey to £1,000,000 I’ll always share what I’m buying, why I’m buying it, and how my thinking evolves over time. Everything I post will always be free. None of it should be considered financial advice—it’s simply my own journey and opinions. Always do your own research before investing. If you’re building your own portfolio or working towards financial freedom, I’d love to have you along for the journey. Let’s make it together. 🚀

$HIMS - HIMS Q3 Earnings Here are my key points to focus on during the earnings call, they report Monday, 10PM 🇬🇧

🗓️ Earnings Update & What’s Ahead — November 2026 A busy week for the portfolio, with three of my holdings reporting Q3 results. 👀 📊 Last week’s earnings recap: 🏥 $OSCR — Strong Q3 results, returning to profitability and raising full-year 2026 operating earnings guidance. ⚡ $IREN — AI Cloud revenue continues to grow, with quarterly revenue beating expectations. However, Microsoft infrastructure delivery delays and increased capital expenditure remain important considerations. 🔋 $EOSE — Revenue up 171% year-on-year to $82.7m, with improving margins and full-year revenue guidance reaffirmed. 📅 Focus for this week: Monday 9 November 🛰️ $ASTS 💊 $HIMS 🚀 $RKLB All reporting after the US market close. Thursday 12 November 🤖 $NBIS 📡 $ONDS Both expected to report before the US market opens. 📈 What a week ahead! My focus is on execution, revenue growth, forward guidance and the continued development of the space, AI infrastructure and energy sectors. In the run up to the earnings call this week I will share more information on each stock, specifically the key point to look out for. Not financial advice, just sharing my journey. 📈

$ASTS - ASTS the week ahead could be massive, see the major points to follow.

Weekly result, could have been better, could have been much worse. We go again. Not financial advice, just sharing my journey 📈

Crazy, crazy, crazy week. If you are sat on a cash pile now you will make generational wealth, if you are massively in the red, if you have invested in good companies you will see green again. Enjoy the weekend and remember it’s just money, there are much greater priorities in this world. We will do it all again next week.

$ASTS - ASTS Rocket Expansion Did not see this one coming… Developing rockets of course gives you the control of launch but it’s incredibly capital intensive. One thing is for sure you can’t knock the ambition.

I’ve gained a lot of new followers after sharing my recent loses, just to zoom out abit… I invest in high beta stocks, you have to built slightly differently to exist in this space. Road to £1M still intact, I expect to reach it within the next 18-24 months.

$IREN - IREN Q3 Earnings As expected, strong earnings report from $IREN, not sure how the market will price this in short term but there thesis continues to strengthen.

$IREN - IREN reports earnings this earnings, absolutely brutal timing for the sector and stock, however, I think it will deliver a strong earnings.

$OSCR - OSCR Q3 Earnings Oscar Health had a super earnings yesterday and is a real reason why it has shown a lot of strength today.

$EOSE - EOSE Q3 Earnings

📊 Updated Holdings — Week 30 🛰️ $ASTS — 2,750 🤖 $NBIS — 500 🚀 $RKLB — 1,000 ⚡ $IREN — 1,000 🏥 $OSCR — 500 💊 $HIMS — 500 🔋 $EOSE — 2,000 📡 $ONDS — 1,000 🐙 $KRKNF — 1,000 📈 Sector outlook: 🛰️ Space & defence tech 🤖 AI infrastructure & data centres ⚡ Energy & power 🏥 Healthcare Added another 1,000 shares of $EOSE to my position. $IREN also remains firmly on my radar. That’s now my full ISA allowance for FY26 utilised. Any further opportunities will need to be purchased outside the ISA, through a General Investment Account (GIA). I’ll continue looking for opportunities across my portfolio, remaining patient during this period of volatility in high-beta stocks. Not financial advice, just sharing my journey. 📈

Bought 1,000 $EOSE shares today following the Q3 report and the macro dip. There has been many questions raised of the management but this call looked like they are finally starting to make progress in the right direction. Not financial advice, just sharing my journey 📈.