I'm only going to say this once.
If you're under 40, this selloff is a generational opportunity to buy great companies at a discount.
$NVDA - $218 now. $325 stock. Data center revenue up 117% to $89B last quarter. Guiding $108B next.
$AMZN - $255 now. $325 stock. AWS reaccelerated to 37% growth, its fastest in 18 quarters.
$CRWV - $66 now. $140 stock. Revenue up 112% to $2.6B last quarter. $104B revenue backlog.
$AVGO - $340 now. $525 stock. AI chip revenue up 221% to $16.7B last quarter. Guiding $21.7B next.
$MU - $911 now. $1,550 stock. Revenue up 379% to $54.2B last quarter. Guiding $61.5B next.
$VST - $154 now. $215 stock. EBITDA up 31% to $1.77B. Committed up to $1B to KKR's AI infrastructure platform with Nvidia.
$IREN - $29 now. $75 stock. Microsoft handed them a $9.7B AI cloud contract. Power already secured.
$CIFR - $9.50 now. $30 stock. $5.5B 15-year lease with AWS. First site started paying rent two months early.
$CRDO - $178 now. $280 stock. Revenue up 115% to $479M last quarter. Guiding up to $535M next.
$ONDS - $6 now. $19 stock. Record $83.8M quarter, up about 13x year over year.
Nobody building real wealth did it buying all-time highs.
They bought weeks like this one and held on.
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Everything reminds me of 2022.
Whenever I think the markets topping, I start noting some signals down.
The same signals are firing.
There's two main things:
Insane funding rounds, and complacency about rates.
Many people are going to get eviscerated buying the first few dips because they've made so much money and been conditioned just autobid any -2% QQQ move.
Just remember, treasury bills are like your health bar, without cash you have no options.