Transforming Tech Identities: Brand Presentation for uTech

#BrandIdentity #LogoDesign #TechBranding #GraphicDesign #PortfolioUpdate #UIUXDesign #VisualIdentity #uTech #DesignForBusiness #CreativeDirector #FreelanceDesigner

Portofolio Website Updated!
I have now included Immolate that explains my part of the development, with samples of the skills I used to make the visual novel.

Link:
halor456.wixsite.com/mindofjaymil...

#gamedevportfolio #gamedev #game #gameportfolio #portfolioupdate #gamedeveloper

If a stock has rerated and the remaining upside depends on a catalyst you can't name, sell it. SYF delivered 52% capital gain, 56.6% total return. Rating stays HOLD into sideways trading. Target $100. #PortfolioUpdate

https://www.beatingthetide.com/p/synchrony-financial-syf-stock-sale

Portfolio up 0.2% this week while the S&P 500 slipped 0.3%. Small edge, but that's the job. Cash-generative holdings are doing the work while the index chops around. #PortfolioUpdate

https://www.beatingthetide.com/p/mu-micron-stock-q4-target

Sold SYF to fund the September pick. The new bank trades at a valuation gap I can trace directly to an overlooked cost-of-equity assumption. Trimmed DELL to close the rest. Capital goes where it works hardest. #PortfolioUpdate

https://www.beatingthetide.com/p/synchrony-financial-syf-stock-sale

I ask two questions before selling a winner. For DELL at $524, the answers are: 'Has the thesis played out?' Mostly. 'Is risk/reward still in my favor?' Narrowing. Trim list. #PortfolioUpdate

https://www.beatingthetide.com/p/dell-q2-fy2027-update-95-billion-ai-backlog-buy-to-hold

Portfolio crossed 100% return — 3.4x the S&P 500. Strong week for the sharks. Full numbers in the weekly update. #PortfolioUpdate #Investing #SharkInvesting

https://www.beatingthetide.com/p/ai-bubble-five-dominoes

DCF targets don't matter if management signals a weak FY27. STRT fell to $75 despite Q3 beat. We sold at $81.56. Trust the signals. #PortfolioUpdate

https://www.beatingthetide.com/p/blockchain-real-estate-middlemen

Portfolio crossed 100% return — 3.4x the S&P 500. Strong week for the sharks. Full numbers in the weekly update. #PortfolioUpdate #Investing #SharkInvesting

https://www.beatingthetide.com/p/ai-bubble-five-dominoes