Bad advice is “don’t buy stocks at highs” - that’s like saying , don’t go with winners … it’s dumb logic . I used to do it.
Realize that is a projection, Belief that rwhen things are good - something bad will Happen
Yes that can happen , but why pick losers?
Also don’t fall in love with a pick, change when you need to
$spx $mu
Easy to do when you have connections and resources to travel and eat dinner with major Ups at these companies... I commend the hard work, but let us know you weren't using Ai to develop your thesis'
Just some reflection, my core high conviction ideas from 2025 aged super well!
From
$ALAB: $97-> $372
$LITE: $330 -> $904
$AAOI: $30 -> $175
And others like $NBIS, $RKLB, and $TSM!
This was back when I had close to no followers!
I got some nuances slightly off before more information was made public. Lost conviction on ALAB along the way with optical transitions.
But this was back when AAOI and others were small $3B companies (~$14B now).
So maybe some others in the same range today like $SIVE should get some more attention?
But I’m happy a lot of them aged super well.
And I think a large part of my recent following growth is just other seeing my ideas like $AXTI get validated over time.
How many ai agents pumping Fable? Anyone else notice that there aren't any big breakthroughs in Ai models... better at coding. Great.... Where are the robots @elon?
They slammed Jeff Green $TTD for overpromising... $tsla next
Why are Mag 7s suddenly scrambling to sell expensive equity? Because as we reported a month ago, the debt channel has shut (except for occasional SPVs). Good lucking funding $5 trillion in capex
🚨 Sam Altman warns OpenAi and Anthropic are experiencing severe pullback on Ai spending as companies put significant restraints on spending to restrict costs. The company warns investors it’s the first time this has happened in Ai and something we never expected. The buildout costs aren’t sustainable to allow profitability to hyperscalers or end users.
$soxx $dram
@OptionsPro101 lol kind of ironic tho when u think about its, he’s older and trades mostly hardware… he’s hell of a trader, just know his sentiment on software . SMCI moving… sells racks, benefits from cpu investments. Feels like it might have a dell or hpe move any day