If you are a bear for the last 3 months and now running a victory lap, you should be rather ashamed of yourself as you missed 2x, 3x and now cheering on -5%...
Most valuable company by year:
1980: IBM
1981: IBM
1982: IBM
1983: IBM
1984: IBM
1985: IBM
1986: IBM
1987: IBM
1988: Exxon
1989: Exxon
1990: Exxon
1991: Exxon
1992: Exxon
1993: Exxon
1994: Exxon
1995: General Electric
1996: General Electric
1997: General Electric
1998: General Electric
1999: Microsoft
2000: Microsoft
2001: General Electric
2002: General Electric
2003: Microsoft
2004: General Electric
2005: ExxonMobil
2006: ExxonMobil
2007: ExxonMobil
2008: ExxonMobil
2009: ExxonMobil
2010: ExxonMobil
2011: ExxonMobil
2012: Apple
2013: Apple
2014: Apple
2015: Apple
2016: Apple
2017: Apple
2018: Apple
2019: Microsoft
2020: Apple
2021: Apple
2022: Apple
2023: Apple
2024: Apple
2025: Nvidia
Is there a lesson here?
Todays one of the worst days weโve had so far in 2026 and Iโm not going to sugarcoat that.
However itโs important not to view red days as losses but see them as the tuition fee for compounding.
You have to build a process thatโs stronger than your feelings.
For anyone confused, the lead driver of this correction is simple:
Big Tech sees so much opportunity ahead that itโs willing to take on unprecedented leverage to capture it.
You either believe their conviction or you donโt.