U.S. chess champion Hikaru Nakamura is hoping two of his holdings, Shopify (SHOP) and AppLovin (APP), will boost his TipRanks Investment Portfolio when they report earnings this week.
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New trading tool for APP bullsOverall, Hikaru’s portfolio has a total return of 25.3% and is 15.3% above the S&P 500. It has an average annualized return of 13.1%, with 11 out of 18 transactions making a profit.
Commerce company Shopify and AppLovin have not made a huge contribution, to date, to Hikaru’s gallery of gains. He will be eagerly awaiting their latest earnings reports this week to see if that will change.
SHOPIFY
It provides a commerce platform and services in Canada, the United States, Europe, the Middle East, Africa, the Asia Pacific, and Latin America. The company’s platform enables merchants to displays, manages, markets, and sells its products through various sales channels, including web and mobile storefronts, physical retail locations, pop-up shops, social media storefronts, native mobile apps, buy buttons, and marketplaces.
Hikaru bought 53 shares in the company on February 6, 2026 at a purchase price of $140.73. It is worth 5.15% of Hikaru’s overall holdings. Hikaru describes Shopify as “The Amazon of Canada. Huge stock run, but only a half position with earnings coming up. I will most likely double down if stock has a big down turn on earnings.”
However, it has failed to live up to its hype and is sitting on a 9.28% loss.
The group reports its Q1 earnings on May 5. Its EPS is forecast to come in at $0.33, up from $0.26 in the same period last year. Its sales forecast is $3.11 billion, which would beat last time’s $2.5 billion.
APPLOVIN
It engages in building a software-based platform for mobile app developers to enhance the marketing and monetization of their apps in the United States and internationally.
Hikaru bought 23 shares in the company on February 6, 2026 at a purchase price of $534.26. It is worth 8.06% of Hikaru’s overall holdings. Hikaru describes Applovin as having “small market share still despite a tremendous run. Expecting it to be a 1T company one day.”
However, it is sitting on a 13.9% loss.
The group reports its Q1 earnings on May 6. Its EPS is expected to come in at $3.44, up from $1.67 in the same period last year. Its revenues are tipped to be $1.78 billion, up from around $1.5 billion last year.
Chess and Investing
Chess and stock market investing share a number of characteristics. The need for both long- and short-term strategies, thinking two or three steps ahead of the opposition, keeping your cool during periods of adversity, being able to adapt strategies, knowing the strengths and weaknesses of each piece/asset in your portfolio and continually learning from your mistakes and successes.
That is why we here at TipRanks are so excited to partner with and follow the investment strategies of Grandmaster Hikaru Nakamura.
As part of our strategic partnership, we have built a Stream Portfolio. Fans of Hikaru can track and follow it in real time on his popular video channels and social media streams, but they’ll also be able to contribute ideas from the stream chat and help shape the overall holdings. Working with TipRanks’ award-winning investment tools, Hikaru is detailing his investment moves while demonstrating the platform. All content will include clear disclosures and does not constitute investment advice. Hikaru is, according to Chess.com, a five-time U.S. champion, claiming the title in 2005, 2009, 2012, 2015, and 2019. Nakamura was also a participant in FIDE’s 2004 World Championship tournament and a candidate for the world championship in both 2016 and 2022, qualifying for a third in 2024. He has over 2 million followers on Amazon (AMZN)-owned streaming platform Twitch.