Watch the replay: hidden stock themes that will define 2026, before everyone else
David Belle's free masterclass — the framework he used to spot Sandisk before its 3,000% run, Bloom Energy before 1,300%, and Lumentum before 1,500%. Watch it now — replay expires Friday 15 May at 9pm UK.
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The 48-hour replay window ended on 15 May at 9pm UK. The masterclass recording is no longer available.
Tip: Watch the full 90 minutes — the Q&A is where the practical questions get answered.
The key takeaways from the masterclass
Here's what David covered — and what to focus on if you want to go deeper.
Themes hiding in plain sight
How Sandisk went +3,000%, Bloom Energy +1,300%, and Lumentum +1,500% — all on themes everyone could see if they knew what to look for.
The AI Pyramid — paradigm shift
How to break a macro theme into investable layers (Compute → Memory → Connectivity → Power). First-principles thinking applied to markets.
The 4-step theme-hunting process
Spot the Shift → Follow the Capital → Earnings Gap & Go → Validation. Repeatable, teachable, and based entirely on publicly available data.
The "meat of the move"
The middle 70% of a move — in 15% off the lows, out 15% before the highs. Why bottom-fishing and top-picking are losing games.
Real messages from inside the FINK community
Unsolicited, unedited screenshots from the people already running the framework David just walked you through. This is what happens after they put it to work.
Real words from real members
Unedited quotes from our April 2026 member survey. These aren't marketing copy — they're what members said when we asked them to describe FINK to a mate in one sentence.
"FINK is like a surf instructor who gets in the water only when conditions are right and teaches you to identify a wave and how to time your ride."
"No nonsense approach to setting up a system with notable variables to almost guarantee no major losses and easily beat whatever current investing method you use."
"David provides a genuinely humorous, knowledgeable and refreshing outlook on investing — cuts through the noise and just focuses on what actually makes sense."