BUY:
$ETH for the tokenisation boom
$HIMS for the peptides boom
$BABA for the Asian AI boom
$NBIS for the data boom
$OSCR for the health disruption boom
$ASTS for the space race boom
$ADUR for the low energy recycling boom
$SOFI for the Fintech boom
I like holding companies where the entire success relies on management executing and delivering on their targets.
Simply put:
- Buy companies with strong moats and strong management
$OSCR
$HIMS
$ZETA
$ASTS
$ADUR
$AMD
Learn like your life depends on it between the age of 12-24
Live your life between 24-30
Pivot in your 30’s, start that business, level up and change your families lineage
10-15 companies in S&P 500 make up nearly 60% of the total market value
The S&P 500 is not a true value of the economy or the market
It is top heavy
The market can have collapsed but only a handful have stayed strong
Which is why you should always add the SPY
Buying fundamentally undervalued positions while having your average around their 200 WMA will always protect you
Your strategy is time then
Anyone that has an issue holding should not be investing
I don’t know who needs to hear this
But if a companies share price is declining due to excessive Ai Capex
While the rest of their margins are healthy This is healthy long term
This is quite literally the best case scenario to buy a stock
Especially if it’s around its 200 WMA
There are a lot of dumpster fires to put out between now and the Mid Terms
- US 10 YR needs to come down
- Israel v Iran war needs to end
- Oil needs to come back down
- Mamdanis popularity has been a hit to Rep
- Earnings Seasons has started Rocky