Lihao Ho

Journal for Investing lessons/philosophies. Investing in Growth stocks + Crypto

[Lihao Ho @holihao1]

Reminders:

1) Equity markets always go up in the long-run (5-10yrs)
2) Long-term thinking always wins (but difficult to do)
3) Emotions drives Humans drives Markets
4) History rhymes, as Humans are driven by the same Greed/Fears
5) Wealth = Limited downside + Unlimited upside

[Lihao Ho @holihao1]

This $RKLB trade turned out well but poor trade management.

Bought $74, sold $76, got rinsed out right before shooting up to $140…

Now retraced to $106, looking to re-enter @ $90

[Lihao Ho @holihao1]

Late to the party, just stumbled on $RKLB and I like it:

-Founder led CEO
-Expanded product range to selling entire space infrastructure
-Strong backlog $1.85b 73% growth
-Industry tailwind for space
-Price action uptrend, consistently beats $SPX

I bought some @ $73.9 today

[Lihao Ho @holihao1]

Sea of red today (led by Semis)
5th and 10Jun sold loads $NVDA $SNDK $LITE $CRWD $PANW (sold on red days)

Yday bought $HOOD $MCK (on green day), now not feeling good on those buys.

Just bought Puts $NOW

Bottom signal maybe? Just penning down my emotions~

[AskLivermore @asklivermore]

Get ready. Listen to me if you want to become a multi-millionaire in the next 5-7 years.

Once the AI-compute trade cools off, the NEXT super-cycle will rotate into THESE categories:

1. Layer 1 - uranium miners
• $CCJ - Cameco (blue chip urnamium provider)
• $UEC - Uranium Energy Corp. (aggressive U.S. developer)

2. Layer 2 - fuel cycle / enrichment (the real bottleneck - especially HALEU and SMRs)
• $LEU - Centrus Energy Corp. (only US company producing HALEU, big Department of Energy money)

3. Layer 3 - SMR & advanced reactors (highest risk-to-reward; the picks & shovels of the future)
• $OKLO - Oklo (Sam Altman-backed, already signed $META deal)
• $SMR - NuScale Power (first US - approved SMR design)
• $NNE - Nano Nuclear (microreactors - portable power)

4. Layer 4 - nuclear operators / utilities (real cash-flow and massive data center contracts)
• $CEG - Constellation Energy (largest US nuclear fleet)
• $VST - Vistra (insane $META 20-year PPA and nuclear restarts)

5. Layer 5 - components & services (more defensive plays)
• $BWXT - BWX Technologies (reactor components + services + defensive overlap)
• $GEV - GE Vernova (BWRX-300 SMR tech + nuclear services

Safer ETF's include: $URA, $URNM, and $NUKZ

Once you make $4M, please thank me by buying me a Porsche.

[Lihao Ho @holihao1]

Founder-led companies the way to go

[a16z @a16z]

.@pmarca on picking the right industry

[Lihao Ho @holihao1]

Interesting observation… I made a post about bitcoin
-it had more reach and views
-my feed is now all crypto

I can see why one might be tempted to focus on crypto due to the echo chamber, nothing wrong with that, just an observation.

[Lihao Ho @holihao1]

@cryptofergani https://t.co/245ADoTeWh

[Lihao Ho @holihao1]

I'm conflicted on $BTC

LT bull:
-Fixed supply vs money printing
-Borderless global network
-Insti/sovereign demand

ST cautious:
-Downtrend LH/LL
-Below 100D EMA
-Prior bottoms -66% (now -50%)
-Cycle window ~Oct26 bottom

I'll wait for signs of strength before buying #bitcoin

[Lihao Ho @holihao1]

@TraderJqrit https://t.co/245ADoTeWh

[Lihao Ho @holihao1]

I'm conflicted on $BTC

LT bull:
-Fixed supply vs money printing
-Borderless global network
-Insti/sovereign demand

ST cautious:
-Downtrend LH/LL
-Below 100D EMA
-Prior bottoms -66% (now -50%)
-Cycle window ~Oct26 bottom

I'll wait for signs of strength before buying #bitcoin

[Lihao Ho @holihao1]

@Davincij15 https://t.co/245ADoTeWh

[Lihao Ho @holihao1]

I'm conflicted on $BTC

LT bull:
-Fixed supply vs money printing
-Borderless global network
-Insti/sovereign demand

ST cautious:
-Downtrend LH/LL
-Below 100D EMA
-Prior bottoms -66% (now -50%)
-Cycle window ~Oct26 bottom

I'll wait for signs of strength before buying #bitcoin

[Lihao Ho @holihao1]

@Darky1k https://t.co/245ADoTeWh

[Lihao Ho @holihao1]

I'm conflicted on $BTC

LT bull:
-Fixed supply vs money printing
-Borderless global network
-Insti/sovereign demand

ST cautious:
-Downtrend LH/LL
-Below 100D EMA
-Prior bottoms -66% (now -50%)
-Cycle window ~Oct26 bottom

I'll wait for signs of strength before buying #bitcoin

[Lihao Ho @holihao1]

@philarekt https://t.co/245ADoTeWh

[Lihao Ho @holihao1]

I'm conflicted on $BTC

LT bull:
-Fixed supply vs money printing
-Borderless global network
-Insti/sovereign demand

ST cautious:
-Downtrend LH/LL
-Below 100D EMA
-Prior bottoms -66% (now -50%)
-Cycle window ~Oct26 bottom

I'll wait for signs of strength before buying #bitcoin

[Lihao Ho @holihao1]

@TedPillows https://t.co/245ADoTeWh

[Lihao Ho @holihao1]

I'm conflicted on $BTC

LT bull:
-Fixed supply vs money printing
-Borderless global network
-Insti/sovereign demand

ST cautious:
-Downtrend LH/LL
-Below 100D EMA
-Prior bottoms -66% (now -50%)
-Cycle window ~Oct26 bottom

I'll wait for signs of strength before buying #bitcoin

[Lihao Ho @holihao1]

@thomas_fahrer https://t.co/245ADoTeWh

[Lihao Ho @holihao1]

I'm conflicted on $BTC

LT bull:
-Fixed supply vs money printing
-Borderless global network
-Insti/sovereign demand

ST cautious:
-Downtrend LH/LL
-Below 100D EMA
-Prior bottoms -66% (now -50%)
-Cycle window ~Oct26 bottom

I'll wait for signs of strength before buying #bitcoin

[Lihao Ho @holihao1]

I'm conflicted on $BTC

LT bull:
-Fixed supply vs money printing
-Borderless global network
-Insti/sovereign demand

ST cautious:
-Downtrend LH/LL
-Below 100D EMA
-Prior bottoms -66% (now -50%)
-Cycle window ~Oct26 bottom

I'll wait for signs of strength before buying #bitcoin

[Lihao Ho @holihao1]

@futurist_lens https://t.co/GiLlas7Pf5

[Lihao Ho @holihao1]

Late to the party, just stumbled on $RKLB and I like it:

-Founder led CEO
-Expanded product range to selling entire space infrastructure
-Strong backlog $1.85b 73% growth
-Industry tailwind for space
-Price action uptrend, consistently beats $SPX

I bought some @ $73.9 today

[Lihao Ho @holihao1]

@KawzInvests https://t.co/GiLlas7Pf5

[Lihao Ho @holihao1]

Late to the party, just stumbled on $RKLB and I like it:

-Founder led CEO
-Expanded product range to selling entire space infrastructure
-Strong backlog $1.85b 73% growth
-Industry tailwind for space
-Price action uptrend, consistently beats $SPX

I bought some @ $73.9 today

[Lihao Ho @holihao1]

@RealJGBanks https://t.co/GiLlas7Pf5

[Lihao Ho @holihao1]

Late to the party, just stumbled on $RKLB and I like it:

-Founder led CEO
-Expanded product range to selling entire space infrastructure
-Strong backlog $1.85b 73% growth
-Industry tailwind for space
-Price action uptrend, consistently beats $SPX

I bought some @ $73.9 today

[Lihao Ho @holihao1]

@rajarj8083 https://t.co/GiLlas7Pf5

[Lihao Ho @holihao1]

Late to the party, just stumbled on $RKLB and I like it:

-Founder led CEO
-Expanded product range to selling entire space infrastructure
-Strong backlog $1.85b 73% growth
-Industry tailwind for space
-Price action uptrend, consistently beats $SPX

I bought some @ $73.9 today

[Lihao Ho @holihao1]

@CKCapitalxx https://t.co/GiLlas7Pf5

[Lihao Ho @holihao1]

Late to the party, just stumbled on $RKLB and I like it:

-Founder led CEO
-Expanded product range to selling entire space infrastructure
-Strong backlog $1.85b 73% growth
-Industry tailwind for space
-Price action uptrend, consistently beats $SPX

I bought some @ $73.9 today

[Lihao Ho @holihao1]

@alpha_pls can you share MM/YY of the 4 times it happened? thank you