RT @dannycheng2022: I've been sharing my bullish thesis on $NVDA and $PLTR since 2023, and on $AMD since early 2025. Yet every single day I still get messages like: “If we are not in yet, should we chase now? How should we position?” Over the past two years, I’ve posted more than 60 reliable buy signals and multiple clear buy orders with my community, many of them labeled “MUST-READ.” How are people still missing them? Even if you’re not subscribed, just following me on X means you won’t miss the signals! I am speechless! @cantonmeow @sheslee @tonylee80 @starship_ride @Hiteshp99 @elynast @mkfilko @gabz_investing @chad_ventures
RT @dannycheng2022: Some people will always tell you not to buy a stock once it has already doubled or tripled — but my experience has been the exact opposite. I’ve made it a habit to chase strong momentum names after they’ve already run hard, even 2x or 5x from my initial positions. Many of those decisions turned out to be highly profitable, especially when I sized them aggressively. For example: I chased $NVDA around $30+ in 2023 after it had already tripled from its 2022 cycle low near $10.80. I chased $PLTR after it doubled from $5.83 to $12 in 2023. I chased $AMD at $150 in 2025 after it had already doubled from its cycle low near $76. I chased $TSM at $112 in February 2024 after it had doubled from $56.90 in 2022. I chased $IREN after it 10x’d from $1.02 to over $10 in 2025. I chased $ONDS at $2 and higher after it 5x’d from $0.38 in October 2023, and I kept adding as it continued to climb (4x from my initial entries). I chased $HOOD in the $10–12 range after it doubled from its 2022 lows, then kept adding more between $70 and $77 in 2026. I chased $BB between $4.50 and $5.50 after it doubled from $2.01 in August 2024. I chased $TE at $6.50–$7.50 after it had already 6x’d from $0.92 in April 2025. The real edge isn’t avoiding stocks that have already doubled or tripled — it’s having rock-solid conviction and the discipline to hold through volatility. Pure fundamentals rarely give you that edge. What matters is a reliable mix of technical signals, whale momentum, sector tailwinds, and a clear narrative. Chasing strength has beaten waiting for “cheap” names every single time — as long as you know which ones still have fuel left and you’re willing to ride the waves. @cantonmeow @matthughes13 @chad_ventures @gabz_investing @sheslee @tonylee80 @Hiteshp99 @Nagetheworld
RT @cantonmeow: Me visiting @dannycheng2022 in Hong Kong marks the bottom for $PLTR? https://t.co/2kwqRYHqvd
Me visiting @dannycheng2022 in Hong Kong marks the bottom for $PLTR? https://t.co/2kwqRYHqvd
Some people will always tell you not to buy a stock once it has already doubled or tripled — but my experience has been the exact opposite. I’ve made it a habit to chase strong momentum names after they’ve already run hard, even 2x or 5x from my initial positions. Many of those decisions turned out to be highly profitable, especially when I sized them aggressively. For example: I chased $NVDA around $30+ in 2023 after it had already tripled from its 2022 cycle low near $10.80. I chased $PLTR after it doubled from $5.83 to $12 in 2023. I chased $AMD at $150 in 2025 after it had already doubled from its cycle low near $76. I chased $TSM at $112 in February 2024 after it had doubled from $56.90 in 2022. I chased $IREN after it 10x’d from $1.02 to over $10 in 2025. I chased $ONDS at $2 and higher after it 5x’d from $0.38 in October 2023, and I kept adding as it continued to climb (4x from my initial entries). I chased $HOOD in the $10–12 range after it doubled from its 2022 lows, then kept adding more between $70 and $77 in 2026. I chased $BB between $4.50 and $5.50 after it doubled from $2.01 in August 2024. I chased $TE at $6.50–$7.50 after it had already 6x’d from $0.92 in April 2025. The real edge isn’t avoiding stocks that have already doubled or tripled — it’s having rock-solid conviction and the discipline to hold through volatility. Pure fundamentals rarely give you that edge. What matters is a reliable mix of technical signals, whale momentum, sector tailwinds, and a clear narrative. Chasing strength has beaten waiting for “cheap” names every single time — as long as you know which ones still have fuel left and you’re willing to ride the waves. @cantonmeow @matthughes13 @chad_ventures @gabz_investing @sheslee @tonylee80 @Hiteshp99 @Nagetheworld
One of the most valuable people I’ve learned from on X is Lee @sheslee . She truly showed me the power of aggressive sizing in the right stocks. I still remember competing with her to load up on $PLTR back when it was trading between $10–$20 back in 2023, buying 5,000–8,000 shares at a time. I also watched her aggressively accumulate over 400,000 shares of $OSCR as it plummeted from $18 to $12, while I was adding my own 40,000 shares mainly between $13–$15. Another great example was $BB — Lee shared her bullish thesis with me in 2025 and loaded up aggressively, which I followed suit by buying 40000 shares from $4.5 to $5.5. Looking back, when you’re right on the right stocks and you size properly, that’s how real wealth is built.
I've been sharing my bullish thesis on $NVDA and $PLTR since 2023, and on $AMD since early 2025. Yet every single day I still get messages like: “If we are not in yet, should we chase now? How should we position?” Over the past two years, I’ve posted more than 60 reliable buy signals and multiple clear buy orders with my community, many of them labeled “MUST-READ.” How are people still missing them? Even if you’re not subscribed, just following me on X means you won’t miss the signals! I am speechless! @cantonmeow @sheslee @tonylee80 @starship_ride @Hiteshp99 @elynast @mkfilko @gabz_investing @chad_ventures
Good stocks are trading at a premium for a reason. If you keep waiting for your dream entry prices or an Elliott Wave correction, you will almost certainly miss the ongoing uptrend. Based on my observation of many Elliott Wave charts, the common projected targets I've seen are: • $ONDS at $2 • $PLTR at $60 • $TSLA at $200 • $NVDA at $62 • $AMD at $120 • $HOOD at $45 • $SOFI at $12 That said, I’m not certain we will actually see these levels — nobody has a crystal ball. All technical predictions are simply for reference. To me, Elliott Waves are like horoscopes: interesting but not something I rely on. I prefer to trust my own analysis and conviction rather than follow random chart drawings.
Picking the Right Stocks is Easy. Building Real Wealth is Brutally Hard. (June 1, 2026) Spotting the right companies is only the beginning. True wealth creation demands something far rarer: the right mindset. Here are the 5 non-negotiable traits that separate those who build life-changing wealth from those who merely watch from the sidelines: 1. The ability to endure extreme volatility Most high-growth tech and innovation companies swing 50-70% or more during their journey. Not everyone can stomach that. If you get shaken out during the inevitable drawdowns, your “great pick” becomes worthless. 2. The courage to size up aggressively on discounts When the market (or “whales”) hands you a meaningful discount, do you have the conviction to buy big? Or are you selling cheap to them? Timing the exact bottom is a fool’s game. Position sizing is far more important. Buying a token amount might feel safe, but it’s usually a waste of time and mental energy. Big winners require big bets at the right moments. 3. The discipline to ignore permabear noise and trust your own conviction Permabears will always scream “valuation is too high,” “it’s overstretched,” "top is in" or “the bubble is about to burst.” Look at $PLTR today — the same tired arguments were used for years. Remember: I bought $NVDA at $15.2 with a PE over 120. Almost every legendary growth stock looked expensive at the beginning of its multi-year run. Looking back, most winners have vertical paths precisely because they deserve higher multiples from day one. 4. Stop seeking advice from others The more opinions you collect, the more confused and paralyzed you become. Investing is deeply personal — like choosing who to date or marry. You don’t crowdsource that decision. Develop your own framework, do your own work, and back your own judgment. That’s how real conviction is built. You don't need permission from anyone to buy and sell — nobody owns a crystal ball. Buy during big discounts and lock in profits when you’re euphoric. That’s the simple rule of the game. 5. The patience to hold for the full cycle Most people trade in and out, constantly chasing the next shiny thing. That works for short-term traders with small capital. But as a genuine long-term investor, I rarely sell. Great growth companies typically enjoy 15–20+ year compounding cycles. History shows this with every major winner. The Big 7 are prime examples, proving that 100X to 1,000X returns are very possible if you have the conviction to buy and hold. Selling too early is the silent killer of wealth! @cantonmeow @matthughes13 @sheslee @tonylee80 @Hiteshp99 @Nagetheworld @redfoxryder @HeidingOut
Everybody needs to find their own conviction stocks. Blindly copying others without doing your own research is a fast way to lose money. One man’s meat is another man’s poison. My top three core holdings — $PLTR, $NVDA, and $AMD — make up over 90% of my portfolios. I have deep conviction in them. But if you don’t share the same belief, patience, and discipline to dollar-cost-average during major dips, then copying me is totally pointless! Not everyone wins with these stocks. Many buy high, panic-sell on weakness, or fight the trend with options. I’ve watched some of my friends short $NVDA near $30 in 2023 and $150 in 2025— literally betting against me — only to get burned as it ran higher. Others sold $PLTR between $30–$40 because “valuations were extremely high,” and some dumped $AMD at $195 while still waiting for a gap fill back to $160. I’m fully prepared to hold these positions long term. I’ve been holding $NVDA and $PLTR since my first buys in 2023 and have continued adding along the way. For $AMD, I spent a full year (2025-2026) accumulating from around $110 up to $200 during dips and when my signals flashed bullish. I’m not looking for the “next big $PLTR or next $AMD.” While retail chases hype, I’ll quietly keep accumulating my own conviction stocks whenever whales offer real discounts. That’s my edge — patience, conviction and dry power during big discounts!
Finding 10X Stocks Is Not Difficult. Holding and Compounding Them Is Rare. (May 31, 2026) Finding a 10X stock is one thing. Holding it through volatility and adding aggressively on every dip is what separates the elite from the crowd. Most investors talk a big game about conviction, but crumble the moment volatility hits. They FOMO in at the top, panic-sell at the first red candle, and then chase the next shiny momentum narrative. Not me. Over the past three years, I’ve trained myself like an athlete to do what few can: identify generational winners early, initiate strong positions, and keep compounding through the noise especially from X: 1. $NVDA from $15.2 since January 2023 2. $PLTR from $8.8 since May 2023 3. $AMD from $110, since May 2025 I didn’t just buy once and pray. I kept adding every time the whales offered meaningful discounts and shared with my Tier 3 community—because real edges are forged in the fire of drawdowns, not during euphoric rallies. I don’t need a portfolio full of 100 stocks. I just need three truly exceptional companies executed with discipline. While others scatter their capital chasing whatever is hot this week/month, I stay laser-focused on the handful of names where I have genuine edge and ironclad conviction. This isn’t luck. This is process. This is mental toughness. This is turning market volatility into my greatest ally instead of my enemy.T he path to life-changing wealth isn’t about finding multiople winners. It’s about having the courage and discipline to ride the ones you already found—all the way to the finish line!
RT @sheslee: It wasn’t so long ago that @dannycheng2022 was banging the drums on $AMD (back when it was trading around $100), trying to get me to ride this with him… I had my bags full with $PLTR so sat on the sidelines for this. I made the choice to sit out so I don’t sweat missing this run but $AMD has done an incredible 5x in the past year and Danny called it right before it happened 🫡 You’ve done excellent and have made some really, really great calls 🤩 @dannycheng2022 and I have very different approaches to managing our portfolio but I deeply respect the work that he’s done and consider him a dear friend. Amazing brother!
It wasn’t so long ago that @dannycheng2022 was banging the drums on $AMD (back when it was trading around $100), trying to get me to ride this with him… I had my bags full with $PLTR so sat on the sidelines for this. I made the choice to sit out so I don’t sweat missing this run but $AMD has done an incredible 5x in the past year and Danny called it right before it happened 🫡 You’ve done excellent and have made some really, really great calls 🤩 @dannycheng2022 and I have very different approaches to managing our portfolio but I deeply respect the work that he’s done and consider him a dear friend. Amazing brother!
Honestly, looking back to late March and early April, the majority of voices on X were loudly calling for a sharp drop in May. Targets like $SPY to 5,800, $PLTR to $60–$100, $NVDA to $82, $TSLA to $280, $ONDS to $2, and $AMD to $120–$160 (mostly based on Elliott Wave counts or gap-fill theories) were all over social media. In hindsight, it became very clear who the real TA guys are and who the fake ones are. The genuine ones stayed objective, respected the higher-timeframe trend, and didn’t force ultra-bearish counts just to sound smart or chase engagement. The fake TA crowd, on the other hand, kept recycling the same broken patterns and doomsday scenarios — predictions that have been consistently wrong for years. Had anyone followed those fake calls, they would have completely missed this powerful parabolic rally. Retail sentiment remains low while a good portion of institutional money is still sitting on the sidelines. This is exactly why I see significant upside ahead. Every dip over the past three years has been a strong buying opportunity — and I believe this will continue. I have been holding and accumulating my winners since Jan 2023, as my research and technical analysis point to much higher prices. This is not financial advice — always do your own due diligence. But here’s the truth I’ve learned: don’t let the loud permabear noise affect your logic or strategy. The fake TA guys have been wrong for over a decade, and their excuses (recession fears, “it’s different this time,” broken wave counts) are getting weaker with every missed call. The market climbs walls of worry. Real edge comes from filtering out the noise, trusting your own process, and recognizing that fear is often the best contrarian signal. Stay disciplined, keep studying, and let real analysis — not the loudest voices — guide your decisions.
I've known Danny for nearly 2 years now, and looking back, so many great things have happened since then. For many people, Danny was the person who helped bring tremendous value to their portfolios through companies like $PLTR, $IREN, $ASTS, $RKLB, and of course, the "gem" $AMD. For me, however, his impact went far beyond investing returns. Danny introduced me to a circle of incredibly intelligent people—great investors and traders with strong mindsets, positive attitudes, and a constant desire to improve. There's a saying: "Surround yourself with five millionaires, and you'll become the sixth." I truly believe the right environment can completely change your trajectory. Beyond the investment ideas, Danny helped me build my own project (my own Patreon) by giving me visibility through mentions, recommendations, and support whenever I needed guidance. For that, I'll always be grateful. I'm a firm believer that the good you put into the world eventually comes back to you. Among the people who have had the biggest influence on my investing journey and from whom I've drawn inspiration for both market ideas and content are: @dannycheng2022 @cantonmeow @TJTheWheelDeal @OptionNorth @matthughes13 @acethebulllly @redfoxryder @tonylee80 @sheslee @EWTracker @Micro2Macr0 @valerijatrades1 Thank you for everything you've contributed to my journey. 🙏 Your impact reaches much further than you probably realize.
RT @dannycheng2022: A Concentrated Yet Diversified Portfolio (April 27, 2026) My portfolio is concentrated in a 3 high-conviction AI leaders— 1. $NVDA (average cost $15.2 since January 2023), 2. $PLTR ($8.8 since 2023), and 3. $AMD (since $110 in May 2025). These three names now represent the vast majority (90%) of my holdings through organic growth rather than forced allocation. From the start, my plan was not to chase every hot ticker but to identify the real companies driving the AI super-cycle. I spent years poring over earnings reports, understanding their technology, competitive moats, and long-term trajectories before committing millions to each. While I wasn’t lucky enough to catch the absolute bottom, my research, technical analysis, and conviction positioned me in the right boats at meaningful size—creating life-changing wealth. I bet big on these established AI giants because they offer the optimal balance of explosive growth potential and relative stability. These are the foundational picks powering the entire ecosystem: they have proven business models, massive scale, strong cash flows, and clear paths to sustained dominance. Their size reduces (though doesn’t eliminate) company-specific blow-up risk compared to smaller players. When bears messaged me or challenged my positions, I smiled and kept accumulating—because the stock market rewards those with confidence, patience, and unwavering conviction, not those who second-guess or panic at every dip. At the same time, I maintain a diversified basket of mid-cap and small-cap names. I consciously kept these positions small, treating them more like lottery tickets than core holdings. I fully recognize that some small-caps could deliver 10x or greater returns in this AI boom, but I also deeply understand risk management. Smaller companies are far more volatile, prone to sharp drawdowns, execution risks, and funding challenges. By sizing them modestly, I participate in their upside without jeopardizing the portfolio’s overall stability or sleep-at-night factor. Nobody has a crystal ball—predicting which small names will truly outperform is impossible—so the prudent path is staying in the game with disciplined risk control. Why bet big on big AI stocks and small on small caps? The proven leaders provide the engine for reliable, high-conviction compounding. The smaller names add diversification and asymmetric upside optionality—without ever putting the core portfolio at risk. This structure lets me capture the full spectrum of the AI opportunity while protecting what matters most. Conviction, Discipline, and Staying in the Game—That’s How Real Wealth Is Built. It’s not about having perfect indicators, trading in and out to lose the long-term rally, or simply copying my indicators and blindly following my trades. In the end, everything boils down to patience, hard work, meticulous stock picks, ironclad holding power, and plenty of dry powder. This is the real edge!
It’s not about copying others’ indicators or relying on simple technical analysis alone that ultimately wins in the market. Real success comes from conviction — the wisdom to select strong stocks, the discipline to hold through volatility, and the courage to add during major discounts when retail sentiment is filled with skepticism and doubt. Today’s interview with @sheslee was truly eye-opening. It reminded us how important it is to pick your own conviction stocks based on personal research, rather than blindly following any system or indicators. Our Top 3 Conviction Stocks (not in any particular order): 1. Lee @sheslee : $PLTR, $OSCR, $BB since 2023 2. Cat @cantonmeow : $PLTR, $TSLA, $CIFR since 2023 3. Danny @dannycheng2022 : $PLTR, $NVDA since 2023 and $AMD since 2025 We are very transparent and happy to share our conviction stocks openly because we sincerely want everyone to win and succeed through long-term investing, not by trading in and out! @cantonmeow @sheslee
Very nice to have talked with @sheslee today. Highlights 1. Lee’s sharing on $PLTR becoming a 1T company and more 2. $OSCR is on its track to $39.
Danny @dannycheng2022 and myself were sitting at his clubhouse, and we got a hold of what we think is a legendary fundamental investor and trader @sheslee. We went through how she was one of the early investors in $TSLA, how she sold near the top and migrated heavily into $PLTR in the single digits, as well as recent successes with $OSCR and $BB and more! I wished we could keep going, but @dannycheng2022 and I have to go destroy the buffet right now. We hope to have a part 2 with @sheslee to discuss what she think could be the next $TSLA and $PLTR soon!
New laptop, new setup. I don't have my usual mic with me (apologize for the audio ahead of time), but I recorded 12 videos on 37 (!) tickers for @dannycheng2022's Patreon last night and this morning, with deep analysis on $PLTR $TSLA $NVDA $AMD and thoughts on $FUTU and $TIGR. https://t.co/lsgIO4HakP
Important Disclaimer: The Final Decision Is Yours Picking stocks is a lot like choosing a boyfriend or girlfriend — ultimately, nobody can make the decision for you. My job is simply to highlight the bullish setups I see and present them as meticulously and in as much detail as possible. However, the final decision is always yours. One man’s meat is another man’s poison. I personally love $NVDA, $AMD, and $PLTR which account for more than 91% in my various portfolios, but so many traders have lost money on these names over the past few years. My advice: read my charts carefully, do your own research, and pay special attention to the “MUST READ” posts before making any decisions. The title should speak for themselves extremely clearly! Even a private bank director earning at least US$2-$10 million a year cannot make the best financial decisions for you. As a small retail voice here, I’m sorry that I can only try my best to share my analysis — I cannot and will not tell you what to buy or sell.
You don’t need to time the exact bottom. Position sizing is far more important. I never tried to catch the absolute cycle low. Instead, I bought after strong rebounds of +50% to over +900% once the recovery was clearly underway — and simply sized my positions properly. This is what I’ve done with strong size over the past three years: $NVDA — Bought at $15.20 in Jan 2023 (+41% from cycle low $10.80) $PLTR — Bought at $8.80 (+51% from $5.83) $TSM — Bought at $112 in Feb 2024 (+97% from $56.90) $RKLB — Bought at $6 in Aug 2024 (+73% from $3.47) $ASTS — Bought at $20 in Aug 2024 (+915% from $1.97) $EOSE — Bought at $0.89 (+46% from $0.61) $IREN — Bought at $3 in Oct 2023 (+75% from $1.71) $CIFR — Bought at $3 in Apr 2023 (+687% from $0.38) $AMD — Bought at $110 in May 2025 (+45% from $76) $HOOD — Bought at $10 in Dec 2023 (+47% from $6.81) Main lesson: Timing the exact bottom is overrated. Getting the position size right and buying once the trend has turned matters much more for long-term results. Big winners come from conviction + proper sizing, not from buying at the perfect price!
This looks like the first month where whales are reloading more $PLTR after the drops over the past few months. Are you waiting for the Elliott Wave target price to $60? https://t.co/M5kfvP2Nfx
RT @dannycheng2022: According to his May 2026 financial disclosure (OGE Form 278-T, covering Q1 2026 trades), Trump bought and sold $PLTR stock multiple times: 1. He purchased at least $260,000 worth overall in Jan–Mar 2026. 2. January: $65K–$150K bought. 3. February: Sold $1.1M–$5.3M (implying he held a position beforehand or from earlier buys). 4. March: Additional purchases of ~$200K–$500K.
They Called Every One of My Buys a Bubble: $NVDA, $TSLA, $PLTR, $AMD, $NBIS, $IREN, $ONDS… Now Trump Is Buying (May 15, 2026) When I bought my first $NVDA shares in January 2023, everyone called it a bubble — the P/E ratio had soared to 114.8x. When I picked up $PLTR at $8.80, the verdict was the same: just another overhyped meme stock with no real business or valuation. In the summer of 2024, I started reloading $TSLA below $170, only to be told it was obviously in a massive bubble with its triple-digit P/E. In May 2025, I added $AMD near $110, and the permabears once again insisted the top was in. Since last summer, I’ve been steadily accumulating $NBIS, $IREN, and $OND — and the “this is a bubble” warnings followed me there as well. Now, deep into 2026, the bubble chorus has only grown louder. Yet President Trump continues to load up on stocks himself. So the question is simple: will the bubble bears finally be right… or will Trump win again?
According to his May 2026 financial disclosure (OGE Form 278-T, covering Q1 2026 trades), Trump bought and sold $PLTR stock multiple times: 1. He purchased at least $260,000 worth overall in Jan–Mar 2026. 2. January: $65K–$150K bought. 3. February: Sold $1.1M–$5.3M (implying he held a position beforehand or from earlier buys). 4. March: Additional purchases of ~$200K–$500K.
RT @dannycheng2022: A Concentrated Yet Diversified Portfolio (April 27, 2026) My portfolio is concentrated in a 3 high-conviction AI leaders— 1. $NVDA (average cost $15.2 since January 2023), 2. $PLTR ($8.8 since 2023), and 3. $AMD (since $110 in May 2025). These three names now represent the vast majority (90%) of my holdings through organic growth rather than forced allocation. From the start, my plan was not to chase every hot ticker but to identify the real companies driving the AI super-cycle. I spent years poring over earnings reports, understanding their technology, competitive moats, and long-term trajectories before committing millions to each. While I wasn’t lucky enough to catch the absolute bottom, my research, technical analysis, and conviction positioned me in the right boats at meaningful size—creating life-changing wealth. I bet big on these established AI giants because they offer the optimal balance of explosive growth potential and relative stability. These are the foundational picks powering the entire ecosystem: they have proven business models, massive scale, strong cash flows, and clear paths to sustained dominance. Their size reduces (though doesn’t eliminate) company-specific blow-up risk compared to smaller players. When bears messaged me or challenged my positions, I smiled and kept accumulating—because the stock market rewards those with confidence, patience, and unwavering conviction, not those who second-guess or panic at every dip. At the same time, I maintain a diversified basket of mid-cap and small-cap names. I consciously kept these positions small, treating them more like lottery tickets than core holdings. I fully recognize that some small-caps could deliver 10x or greater returns in this AI boom, but I also deeply understand risk management. Smaller companies are far more volatile, prone to sharp drawdowns, execution risks, and funding challenges. By sizing them modestly, I participate in their upside without jeopardizing the portfolio’s overall stability or sleep-at-night factor. Nobody has a crystal ball—predicting which small names will truly outperform is impossible—so the prudent path is staying in the game with disciplined risk control. Why bet big on big AI stocks and small on small caps? The proven leaders provide the engine for reliable, high-conviction compounding. The smaller names add diversification and asymmetric upside optionality—without ever putting the core portfolio at risk. This structure lets me capture the full spectrum of the AI opportunity while protecting what matters most. Conviction, Discipline, and Staying in the Game—That’s How Real Wealth Is Built. It’s not about having perfect indicators, trading in and out to lose the long-term rally, or simply copying my indicators and blindly following my trades. In the end, everything boils down to patience, hard work, meticulous stock picks, ironclad holding power, and plenty of dry powder. This is the real edge!
Thank you for your unwavering support over the past few years. I truly appreciate the consistent compliments, but I’m equally grateful for the criticism and contrarian pushback from the bears whenever I’ve shared my top three high-conviction holdings — $NVDA, $PLTR, and $AMD (which account for more than 91% of my portfolios). Your challenges and “negative” signals didn’t discourage me. On the contrary, they forced me to double-check my thesis and ultimately strengthened my conviction. Without that healthy friction, I probably wouldn’t have built such strong positions in them. Thank you for always keeping me sharp.
My Singaporean friend @elynast helped me create a fun video laying out my very first price target for $AMD. Honestly, it was just for fun — I never imagined $AMD would explode into a full-blown parabolic rally like $MU, $SNDK, and $STX so fast. But here we are. A massive thank you to my loyal Patreon subscribers who have trusted my technical analysis through thick and thin. Over the past year, we’ve faced both wins and tough drawdowns, but I’ve always stressed the same core truth: it’s not about perfectly timing the bottom — it’s about heavy position sizing and relentlessly adding at major support levels and when my signals flipped bullish, we went aggressive — and those compounding gains have spoken for themselves. Last cycle, I was fortunate to load up on $NVDA at $15.2 and $PLTR at $8.8. This cycle, I feel incredibly lucky again — catching the right name early and adding aggressively, week after week, for an entire year. To everyone who trusted the process: you’re seeing the results of patience, discipline, and conviction. To those who unsubscribed — no hard feelings. There are always plenty of content creators out there promising overnight riches and moonshots! I sincerely wish you every success in your investment journey! My approach has always been different: building real, sustainable wealth through long-term conviction and patience. We’re just getting started!
A Concentrated Yet Diversified Portfolio (April 27, 2026) My portfolio is concentrated in a 3 high-conviction AI leaders— 1. $NVDA (average cost $15.2 since January 2023), 2. $PLTR ($8.8 since 2023), and 3. $AMD (since $110 in May 2025). These three names now represent the vast majority (90%) of my holdings through organic growth rather than forced allocation. From the start, my plan was not to chase every hot ticker but to identify the real companies driving the AI super-cycle. I spent years poring over earnings reports, understanding their technology, competitive moats, and long-term trajectories before committing millions to each. While I wasn’t lucky enough to catch the absolute bottom, my research, technical analysis, and conviction positioned me in the right boats at meaningful size—creating life-changing wealth. I bet big on these established AI giants because they offer the optimal balance of explosive growth potential and relative stability. These are the foundational picks powering the entire ecosystem: they have proven business models, massive scale, strong cash flows, and clear paths to sustained dominance. Their size reduces (though doesn’t eliminate) company-specific blow-up risk compared to smaller players. When bears messaged me or challenged my positions, I smiled and kept accumulating—because the stock market rewards those with confidence, patience, and unwavering conviction, not those who second-guess or panic at every dip. At the same time, I maintain a diversified basket of mid-cap and small-cap names. I consciously kept these positions small, treating them more like lottery tickets than core holdings. I fully recognize that some small-caps could deliver 10x or greater returns in this AI boom, but I also deeply understand risk management. Smaller companies are far more volatile, prone to sharp drawdowns, execution risks, and funding challenges. By sizing them modestly, I participate in their upside without jeopardizing the portfolio’s overall stability or sleep-at-night factor. Nobody has a crystal ball—predicting which small names will truly outperform is impossible—so the prudent path is staying in the game with disciplined risk control. Why bet big on big AI stocks and small on small caps? The proven leaders provide the engine for reliable, high-conviction compounding. The smaller names add diversification and asymmetric upside optionality—without ever putting the core portfolio at risk. This structure lets me capture the full spectrum of the AI opportunity while protecting what matters most. Conviction, Discipline, and Staying in the Game—That’s How Real Wealth Is Built. It’s not about having perfect indicators, trading in and out to lose the long-term rally, or simply copying my indicators and blindly following my trades. In the end, everything boils down to patience, hard work, meticulous stock picks, ironclad holding power, and plenty of dry powder. This is the real edge!
The Power of Skepticism in My Investment Journey (April 24, 2026) Throughout my investment journey, I’ve encountered plenty of skepticism. Unsubscribes, unfollowers, and outright mockery have been constant companions. 1. $NVDA Outperforming $TSLA: The Thesis That Drew Heavy Criticism Back in 2023–2024, when I publicly shared my conviction that $NVDA would dramatically outperform TSLA, the pushback was intense. Many dismissed the idea, and some vocal $TSLA bulls challenged and blocked me. The outcome proved the thesis: $NVDA delivered nearly 20x returns from its cycle low of around $10.8 to its interim high of $21.2 (split-adjusted), while $TSLA rose roughly 5x from $101 to $499. That said, I remain a committed long-term $TSLA bull and still hold well over 10,000 shares. 2. Building Conviction in $PLTR Amid the Mockery The $PLTR journey followed a similar pattern. I didn’t catch the absolute bottom at $5.84, but I began buying aggressively at $8.8 — even as the stock had already rallied nearly 40%. From that point, I kept adding on dips. Lee and I turned it into a light-hearted competition, regularly purchasing 1,000–5,000 shares while many private bank analysts and directors openly ridiculed the idea. Some of my own Patreon subscribers questioned why I charted $PLTR almost daily, labeling it a high-valuation meme stock. Yet I continued sharing more than 50 clear buy signals over two years. While most observers sat on the sidelines or dismissed the move as unsustainable, those who listened rode the parabolic trend. 3. The $AMD Experience and a Subscriber’s Story Last year, I kept highlighting my bullish thesis on $AMD in my weekly insights more than five times and openly shared my own buy orders on over 15 occasions. Still, the message fell on deaf ears. One subscriber confided that he had bought AMD at $205, but after subscribing to Elliott Wave theory predicting a drop to $162, he panic-sold at $190 at a loss — then promptly unsubscribed. I sincerely wished him well. Incidents like this only strengthened my resolve, while the loyal members of the community kept executing and compounding. 4. When Everyone Believes, It’s Usually Too Late These experiences have taught me a powerful lesson: the loudest skeptics and the heaviest pressure are often the very fuel that drives us to higher levels of conviction and discipline. When the crowd finally rushes in and everyone believes the story, that is usually the moment the easiest gains have already been made. 5. One Man’s Meat Is Another Man’s Poison Investing in transformative companies like $NVDA, $PLTR, and $AMD is never a smooth ride. All three have endured 50–70% drawdowns over the past three years, testing even the strongest hands. Yet volatility is not the enemy — it is the mechanism that separates serious long-term investors from the rest. Those who understand the underlying secular trends can turn market turbulence into their greatest advantage by keeping dry powder ready to add at strong support levels and compound gains over time. 6. What Truly Determines Success Please remember: I cannot force or convince anyone to buy or sell. All I can do is transparently share my own buy orders and thought process. I am here for a full investment cycle of 5–10 years. True wealth is never created in months or even 1–2 years — it is built through patience, compounding, and staying the course. That is why I always say: never copy anybody’s trade. Everyone has a different time horizon, conviction level, risk tolerance, and appetite for volatility. Copying others’ indicators is equally useless if you don’t have your own independent system to validate and confirm the signals. In the end, true success comes down to three irreplaceable qualities: ---Vision to identify the right companies shaping the future at the early stage, ---Holding power to weather the inevitable storms, and dry power to keep adding for compounding gains. ---Discipline to follow a proven process instead of trading emotionally in and out, like 99% of the retail investors. Without these inner strengths, even the best ideas, signals, or indicators will fail to deliver meaningful results!
I love buying the gap-up — and it's paid off big time looking back. 1. Bought $NVDA on its gap up around $38 in 2023 summer. 2. Bouht $TSM gap up at ~$108 on Jan 18, 2024. 3. Bought $PLTR from $8.8–$10 range during the gap-up in 2023. 4. And $AMD on a gap up in 2025. Used to be a classic high chaser, but these turned into killer entries in hindsight. @cantonmeow @matthughes13 @blondebroker1 @gabz_investing @redfoxryder @chad_ventures @starship_ride @Nagetheworld @Hiteshp99 @tonylee80 @sheslee