When $PLTR spent a whole year going nowhere, the usual “smart” crowd came out with Elliott Waves, sacred indicators, and that familiar $60–$80 crash call. Very scientific. Very confident. Very amazingly wrong. While they waited for a collapse that never showed up, the actual opportunity sat there in plain sight. Now the chart has moved, the thesis held, and those forecasts look less like analysis and more like an expensive way to miss a generational wealth setup — again. @cantonmeow @gabz_investing @GreatMattsby @sheslee @tonylee80

Sure... Random train of thoughts on markets now, optics like $LITE / memory + $IREN / Anthropic. On Memory: - Demand visibility on $MU / Samsung / SK Hynix extend into 2030-2031. Samsung has LTAs covering 70% of their capacity into 2031 (likely with SK Hynix type price floors)... and their operating profit is already absurd. There's a consensus that shortage in 2027 will be much more severe than 2026... Even $SNDK expends gross margins to exceed 80% entering 2030. You're going to hear Acer and other CEOs that want memory prices to go down cite bear cases like CXMT/YMTC, and Chinese players. But just looking at supply procurement that $NVDA is doing + hyperscalers, demand visibility is absurd for the next 5 years. And by that time, cumulative FCF coming in from these take/pay + pricing floor contracts might exceed some of their entire marketcaps so it feels like there's some baseline. Near-term is always volatile (IV dropped a ton across $EWY to $DRAM to $MU), so people with call options likely got nuked, along with underlying prices. But if Samsung is 3x 2027E, has 5 year LTAs with 70% of capacity committed from hyperscalers, and price floors, it's kinda hard to see these names suffer a sustained crash... For optics: - $LITE is literally sold out into 2029, starting discussions into 2030. With demand visibility lasting into 2031… with hyperscalers largely funding the capacity buildout. Their 2028 Greensboro fab expansion was ~$5B in UHP laser capacity revenue alone, yet it’s basically allocated toward $NVDA (50%+ with options for more) and co from channel checks. Existing supply chain bottlenecks are extremely severe as optical content/XPU skyrockets entering 2027-2028. So everything from DSPs/TIAs, photodiodes, lasers, InP/SOI substrates, wafers (epi, SOI, etc) are expected to go brrr. And what does that imply to anyone else with enormous amounts of capacity coming online like $AAOI + $SIVE + $MTSI capacity expansion in 2027? Or other players like Sumitomo / Furukawa? But again it's not quite the same situation as memory since the BOM % is extremely low in a cluster... If micron/samsung raised another 2000% hyperscalers would go bankrupt. But doing that for InP substrates seems possible. Or a 100% increase on CW laser content. I actually thought $LITE was overvalued at $100B+ MC, relative to capacity expansion on your smaller optical players to their respective MCs. So I chose to position accordingly (But lumentum does deserve premiums for demand visibility). For the companies leading the charge like $NVDA / $AVGO / $MRVL: - Nvidia has 70% forward revenue growth FY2028 which is supply constrained growth. - Broadcom 100% Y/Y for 2027/2028 which is also supply constrained growth. - Marvell FY2031 upgraded guidance to $70B-$90B from $46B analyst projections... They all seem to be very happy.... and read through on demand for next 2-3 years is enormous (also echoing what $INTC CEO said today on the panel with $AVGO CEO). So you have overwhelming growth on memory + photonics + from the leaders... But the nuance is not everything in the AI supply chain get the same economic benefit. HBM/Laser/CPU/MLCC and other players in the bottlenecks look to be printing money. And seem to be the largest beneficiaries of the current bottlenecks. Test players are also getting price hikes + capacity allocated by players like $NVDA, but economic impact seems a tad lower than other players since forward P/E for many I modeled were still in the 45x+ range even if you hiked prices like 10-30%. As for capex intensive players... there's some like $IREN ($25-30B for 2027) that despite a deal with Anthropic ended up dropping. I don't think markets seem to appreciate players spending a lot of money + ongoing financing (think they're like halfway through their $6B ATM). Just some hopium for $IREN investors, $NBIS also signed a deal with $META at the start of the year (but markets didn't care at all, since Nebius dropped to ~$70-80 at the lowest point?). But did 6 months later, as the time to revenue inflection gets closer and you're past the ATM/capex window, markets would likely care more. I don't think it's irrational but at the same time, the fundamentals have improved from Mirantis acquisition to others. I also think it was known for awhile it was either OpenAI/Anthropic from CEO comments earlier too? But either way to be a more risk-off environment where funds seem to be rotating to larger names as a flight to safety. $CRWD / $PLTR as just two example, but my take is that the valuations of these rotations are reaching clown levels. And that certain AI supply chain beneficiaries in comparison are undervalued now. I was thinking markets would just rotate to names that are extremely profitable like Samsung or names that have <2X P/E, so it was surprising to see $KOSPI and some legacy memory players get sold off today. Since all of this is colliding with uncertainty about sht macro environments and renewed sustainability concern of AI capex/commitments from frontier labs like OpenAI/Anthropic from due to that FT piece recently. I've always been sounding the alarm about the contractual backlog OpenAI has with $CBRS, $MSFT, $ORCL and others earlier in the year. But OpenAI did just raise $122B or so , so I don't quite think they're at risk of going down anytime soon. I also don't think overall capex can just exponentially go up, but even if it stalls / hovers around a certain point or even drops... Capex toward certain areas like optics will still explode as hyperscalers fight over allocations when CPO scale up comes about, but might drop in others where more capacity comes online like test or DRAM. So it's a lot more nuanced than capex down = everything down or vice versa. I also slightly agree with community agreements that open weight models wouldn't lessen demand on AI infrastructure (otherwise $NVDA wouldn't be funneling funds into Reflection), but all the contractual obligations that Anthropic has might get messy if their models/company get cannibalized. Either way, I'd expect some of these frontier lab valuations to likely compress but I do think Jensen knows what he's doing though to avoid contagion. But basically: - Extremely difficult market now, can't just throw money at any AI supply chain company like $GLW and expect it to go up. There's cause for concern of rate hikes mixed with financing per $AVGO CEO but not to the point you just blindly sell off everything. Also I think markets are stupid and ties baskets together so that leads to mispricing + individual buying opportunities with certain chokepoints too. If capacity + demand is visible and forward p/e compresses like $AAOI to single digits off hundreds or thousands of percent growth from hyperscalers off $471m transceiver revenues and hundreds of thousands of monthly ELSFP capacity. Or $SIVE coming online with 100M+ laser capacity + multiple foundries with ASP hikes on lasers. I wouldn't lump them into other AI supply chain names in IP like $RMBS or others. My take is that AI supply chain beneficiaries with closer inflection points, demand visibility, and forward P/E compressing due to economic leverage would likely outperform medium term despite current volatility. TLDR: - Memory strongest risk/adjusted return with LTAs + pricing floors extending to 2030's + buybacks. - My opinion is that optical supercycle for 2027-2028 with CPO/NPO is going to look absurd relative to capacity coming online of smaller suppliers. - Overwhelming fundamentals/growth colliding with sht macro + media scares - Markets are stupid and groups things in baskets and sells them all off together or buys overvalued names, creating short/long opportunities I'd give a prayer to people on short term options given underlying drop + IV decline, but there could be a reversal... who knows. Most valuable thing right now is time.

Everybody wants a 10x stock. Almost nobody sizes the position properly, adds aggressively on drawdowns, or holds through full cycles. Without proper sizing, every position stays touristy. Without adding on weakness, compounding never accelerates. Without holding through cycles, the big move gets missed. Most people trade in and out, miss the parabolic runs, ask for pullbacks, and then keep waiting for even lower prices while the real gains happen without them. A true 10x takes full cycles, not months. Examples from my top 3 core holdings (>90% of portfolios since first entry): $PLTR: $8.80 (May 2023) → $209 (~24x in 3.5 years) $NVDA: $15.20 (Jan 2023) → $220 (~14.5x in 3.8 years) $AMD: $110 (May 2025) → $610 (~5.5x in 1.5 years)

Many people ask what percentage allocation is appropriate for high-conviction stocks. In my own portfolios, the top three conviction names consistently account for more than 90% of the capital I invested in stock market. I never encourage anyone to copy this approach. It only makes sense if you have done the research yourself, can stomach volatility, and are prepared to take risks. $PLTR has been my No 1 position in six portfolios so far. I first shared the idea with a few friends back in 2023 and have charted it continuously since launching my Patreon in February 2024, repeatedly encouraging members to include it if their goal was to build meaningful wealth. Some followed and kept accumulating from around $18. Others, often with large egos, criticized the idea or questioned how I managed the position. Two years later, the outcome is clear and the track record speaks for itself. There is little point debating those who simply missed the move. With the permission of a few close friends on my patreon, I am now sharing a small part of their $PLTR positions. I have long said that position sizing ultimately determines whether gains become life-changing or remain ordinary. Even when you are in the right stock, a tiny allocation will not move the needle—it stays tourist-level. The next time a high-conviction setup appears, do not ignore sizing. Almost no one on X discusses it seriously. Over the past 2 years I have shared more than 65 bullish signals along the way. Simply adding on each of those signals has produced compounding results that are difficult to ignore. Never overlook the MUST-READ posts in which I highlight these setups. I will continue sharing further bullish signals in future MUST-READ posts with my community. When members unsubscribe, I do not feel upset. The time required to research, chart, and write exceeds 35 hours most weekends. Anyone who leaves is choosing to forgo continued access to that work. The loss is theirs, not mine! I will keep raising the tier fees to a reasonable level to reduce casual traffic soon, because the only group I prioritize is my community that consistently values my effort and hard work! @cantonmeow @Hiteshp99 @Jimmy_tesla_01 @sheslee @tonylee80 @niker8202

RT @dannycheng2022: Conviction is not measured in months. It is tested across multi-year cycles. $NVDA: -66% in 2021–22, then about +407% over 3 years into 2026. $AMD: -65% in 2021–22, then about +447% over 3 years into 2026. $TSM: -56% in 2022, then about +409% over 3 years into 2026. $PLTR: -65% in 2022, then about +1,049% over 3 years into 2026. $HOOD: -90% from the 2021 high to the 2022 low, then about +1,600% off that low into 2026. Many missed the parabolic run by trading in and out. Many more failed to hold through volatility. And many more will never learn!

RT @chad_ventures: $PLTR weekly all-time high close - my biggest position. Congrats to everyone who's in, and a BIG thank you to Danny @dannycheng2022 for always pushing me to load up more. https://t.co/Zr6TaSIUoO

$PLTR (October 12, 2026-Daily Chart) Have you sold $PLTR during some of the best generational buying windows of the past few months? Did you sell (or stay on the sidelines) because most “furus” on X kept calling for a drop back to $60–$80? Did a high PE ratio scare you out of buying or adding? For me, $PLTR has been one of the easiest stocks to hold and accumulate over the past three years. If you lost money in PLTR or haven’t had it in your portfolio, you are either following the wrong guys, listening to the loudest voices instead of the actual setup, or letting a single metric override the broader thesis. My approach has stayed consistent over the past few years: 1. Fade the loudest bearish voices on X. Many of them lack vision, skip proper research, and have cost people generational wealth opportunities by being wrong at exactly the wrong times. 2. Do my own fundamental and technical work using 2 systems and indicators rather than relying on someone else’s narrative. 3. Track institutional and whale accumulation closely. 4. Size up on every meaningful drawdown as long as the structure remains intact—until the thesis itself changes. 5. The clear buy signals have been highlighted on my daily chart: (i) Volatility Hole along with the descending blue ribbon (ii) Longest momentum bars, once cleared. (iii) Trend reversal red candle (iv) Volatility Hole breakout along with the red ribbon. @cantonmeow @EWTracker @GreatMattsby @sheslee @tonylee80 @niker8202

$PLTR weekly all-time high close - my biggest position. Congrats to everyone who's in, and a BIG thank you to Danny @dannycheng2022 for always pushing me to load up more. https://t.co/Zr6TaSIUoO

Chasing all-time highs is fine when the stock is in the right stage of a long-term uptrend channel. I’ve done it with these names, and those old highs now look like deep discounts: $NVDA at $38 (post-split) — prior ATH from summer 2023 $PLTR at $45 — prior cycle ATH from 2024 $AMD in the $220s — prior ATH from 2025 Those “expensive” highs became the new lows. Will explain more on this this weekend if I have time! @cantonmeow @sheslee @Hiteshp99 @starship_ride @niker8202 @RosannaInvests @tonylee80

Concentration Over Complexity (October 10, 2026) $AMD is up 6× since my first entry in May 2025. $PLTR is nearly 2× since late July/August 2026. These are my top two core holdings and together make up more than 65% of my portfolios. Concentration and simplicity have beaten chasing every new ticker. However, every day I see new names from my followers and subscribers, but I’m NEVER, NEVER interested in them. Diversification is the hedge against not fully understanding what you own. I’d rather research a few businesses deeply (fundamentally and technically), size them with conviction, and let time work! I share my core stocks in my portfolios with my positions openly on X because I want others to succeed and understand why sizing matters— not to brag. Not everyone here is willing to show their actual process. My approach is straightforward: research the right businesses, size up methodically, and sit patiently. No options. No leverage. Just compounding. $AMD 6× in ~1.5 years and $PLTR nearly 2× in three months came from that discipline. Focus on the right stocks, size with intention, let time do the heavy lifting instead of diversifying into too many unnecessary stocks to dilute the gains!

This morning has been filled with messages of gratitude from my community about $PLTR, with many expressing deep thanks and sharing how disciplined position sizing—something I have consistently emphasized on X and that too few discuss—has translated into life-changing gains for them. I am truly proud of my community and forever grateful for your support and encouragement since February 2024, when I launched my Patreon to share my investment journey. It has been remarkable to see so many of you make $PLTR a core, often number-one position in your portfolios, like me and continue adding through more than 50 bullish signals shared over the past two years. What stands out most is how we genuinely care about one another, stay strong—and grow even stronger—amid widespread fear and skepticism, strategically adding on nearly every dip. Through transparent, selfless sharing of one of my small portfolios in $PLTR on X, you have seen firsthand how I accumulated across a range rather than at any single price level. In this week’s insight, I will outline what comes next for $PLTR. Don't forget to check out Dr Cat's @cantonmeow insightful video on $PLTR! @cantonmeow

$PLTR (October 9, 2026-Daily Chart) 1. Trend Analysis: PLTR has offered repeated buy and accumulation signals over recent months, even while retail sentiment stayed fearful and skeptical. Those signals have arrived in two clear layers, and both have lined up with a measured, stair-step advance rather than a single vertical spike. The first and strongest layer has been the volatility holes. The initial volatility high marked the cycle bottom cleanly in the $110 range and preceded the surge into the $180 range. A second volatility hole then formed; once price cleared it, choppy action resolved into another leg higher that reached $204.44. Both holes have so far been fully accurate and have functioned as reliable zones to buy or add. Even if those volatility signals were missed, a second layer of confirmation appeared in the momentum bars. Clears of the bars at $123, $132, and $172 each acted as additional buy and accumulation triggers, reinforcing the same upward path. What stands out across both layers is how measured each climb has been. The stair-step pattern has given investors and institutions time to build positions without the kind of sudden spike that often reverses violently. For a long-term name, that grind is healthier than a straight-line run, so the dips along the way remain practical places to add for compounding. Support: $166, $174, $180, $185, $195 Resistance: $200, $207, $220 2. Accumulation Strategies: That is also how accumulation in a particular zone tends to work in practice. A few useful strategies are: 1. Support zone which I highlight every day 2. Volatility Hole along with the descending blue ribbon 3. A red candle on the weekly or monthly chart 4. A retest or clear of a critical (longest) momentum bars I have already shared how I did this myself this cycle, accumulating between $110 and $130 when PLTR was in its support range openly on X. https://t.co/BgAe59ODBC The rule is simple: never buy a stock at one specific price. Buy it in a zone during big drawdown. 3. My Sharing: As highlighted in my previous posts, PLTR remains a name to hold through this cycle, even with retail fear and skepticism around it. Conviction, though, cannot be borrowed. Please read my recent post below: https://t.co/uVVW1l5sag 4. Dr Cat's Video Insights (MUST WATCH): https://t.co/ySMUctxuSv

While others hunted the next $PLTR, I bought more $PLTR! I shared a demonstration of how I accumulated $PLTR nonstop from $110 to $130 near this cycle low on X, when many were so certain it would fall to $60–$80. The point was educational, not to show off: accumulation rarely happens in one day. It often stretches across weeks, months, or even a year. That is also what I did with $NVDA from 2023 to 2024, and with $AMD from mid-2025 into early 2026. The next time whales and institutions offer a large discount, know what to do. While most people were busy hunting for the next $PLTR, I simply focused on accumulating more $PLTR through the market noise and the bearish tweets on X. That is why concentration, patience, conviction, and size determine my final gains, not luck. I can be lucky for a single day. I cannot be lucky for more than 1,000 days, which is how long it has been since my first $PLTR entry at $8.80!

Top-tier Technical Analysts for $PLTR- Part 1 I don’t publicly praise others unless they are genuinely exceptional. As most of you know, $PLTR is my number one position across all of my portfolios, and one of the easiest stocks to hold and keep accumulating through each drawdown amid retail fear and skepticism. There have been plenty of fake gurus who have cost people a generational opportunity to create wealth. At the same time, a handful of top-tier technical analysts have been remarkably accurate in calling and analyzing $PLTR’s price action. Here are the amazing guys worth following for $PLTR analysis, in no particular order: @StockPatternPro @cantonmeow @GreatMattsby @blondebroker1 @gabz_investing @chad_ventures @EWTracker @sheslee @Freedom_By_40 @redfoxryder @Venu_7_ @HeidingOut @TheRonnieVShow @panicsellweekly @MentoviaX @Bearlovesbull @longinvest32 @TheProfInvestor @RosannaInvests @bdinvestingg @yxinsights @dannycheng2022 Sorry if I miss out any amazing guys in the list. Feel free to let me know.

Most Stocks Do Nothing for Months — And That’s Exactly When Winners Are Made (October 8, 2026) If you lack patience and conviction, you are better off leaving the stock market. Most losses do not come from picking a bad company. They come from thinking in weeks when the payoff is always measured in years. Good stocks can go nowhere for 6 to 12 months. That stretch feels like failure, but it is often the best buying window for a long-term investor. Price is consolidating, attention fades, and shares are available while almost nobody wants them. Once that base ends, Stage 2 begins: the uptrend, usually with a vengeance. The mistake is selling into that boredom. People treat activity as progress, so a quiet chart feels hopeless and they exit at the bottom or in the middle of the base. The genuine long term investors who do better usually do the opposite. They accumulate when the stock is ignored, size up only if the thesis still holds, and let time compound! Sounds easy but the majority find it difficult! Wealth from stocks is built in cycles of 3 to 10 years, not in a few months or a single year. When the right names keep doing nothing, that is often when the winner is made, if you can endure the flat stretch and filter the noise on X. That is the approach I have used with $NVDA, $PLTR, $AMD, and $OSCR over the past few years!

A bull market is not won by trading in and out. It is won by building conviction in the right stocks, sizing up, and adding whenever the market offers a real discount. From there the work is simpler and harder: sit through the volatility and ride the trend the whales have already set. That is why talk is cheap and a disciplined strategy is not. There is no need to keep hunting for the next A or B name. My top three core stocks, $PLTR, $NVDA, and $AMD, already making up more than 90% of my various portfolios, have proven my track record over the past two years, and they are very likely to keep performing well through the end of this bull cycle.

Almost every week over the past year, I get asked if it’s too late to buy $NVDA, $PLTR, and $AMD. The cost of sitting on the sidelines is higher than not owning them this cycle. No need to get my approval—if you never start a position, you’ll keep missing. That said, no stock goes up vertically, and every pullback or drawdown is what I always like!

Early followers know my track record. $NVDA: first entry $15.2 in Jan 2023. More than 15x since. 
$PLTR: first entry $8.8 in May 2023. About 21x since. 
$AMD: first entry $110 in May 2025. Can this do 10x for me? The process hasn’t changed. Each cycle, find the few names that actually matter. Hold through the noise. Add on real discounts so the position compounds instead of just sitting there. Not every entry will be a 10–20x. The edge is staying early on the right ones, and patient enough to let the math work.

The most expensive trade of 2026 was selling the leaders! (October 6, 2026) The most expensive trade of 2026 was not buying the top. It was selling $AMD, $PLTR, and $NVDA because fake gurus and permabears said the move was over. They did not just miss a level. They called the end of the trend, and anyone who listened got shaken out of the only trade that mattered. They called $AMD $300 after it had already hit $584. It is over $640. They called $PLTR $60 after it “failed” $135. It is near $190. They called $NVDA $100 off the $190 double bottom. It just made an all-time high at $243.37. That is not risk management. It is fake TA built to get you out. Follow them and you do not just miss a bounce. You sit out the uptrend, wait for a breakdown that never comes, and hand the shares to the person who ignored the call. The level they drew becomes your exit and someone else’s entry. Bad analysis does not stay on the chart. It transfers the position. Every share you dumped because you believed those targets was a generational AI ticket, sold low and marked up without you.

Lottery tickets vs. compounders. I still remember telling a few guys in my community two years ago not to go too heavy on $CLSK, $MARA, and $RIOT. They looked like lottery tickets, not long-term investments. I pointed them to $NVDA around $70 and $PLTR around $20 instead. My advice fell on deaf ears. Just holding and doing nothing: About 3.5x on $NVDA About 9x on $PLTR. A fortune, instead of bagholding. Conviction is easy to ignore until the price proves it! @chad_ventures @sheslee @cantonmeow

In a bull cycle, the edge is not finding more ideas. It is sizing the right ones. Find the conviction stock, size it properly, and keep adding on each drawdown so the gains compound. I use my monthly rental income for those adds, when whales offer the yearly discounts. Concentration in those names is what has let Lee @sheslee and me keep printing millions in each of our conviction stocks-- $PLTR, $NVDA, $AMD, $OSCR, $BB and more to be shared later. Of every strategy in a bull cycle, sizing the right stock matters most for maximum returns. Small stocks sit in a different bucket. I have plenty of wins and losses there, and I do not weigh them much, because most of them are lottery tickets. Many people keep hunting for the next $PLTR, or rotating through small names, and end up frustrated, because those are not the compounding stories. If time allows, I would like to do a Space chat with Lee @sheslee and @cantonmeow on why sizing the right stock is the most important strategy for maximum returns in a bull cycle.

How many believed the fake furus on X, sold $PLTR in the $40 range and $AMD around $200, and never bought back?

RT @dannycheng2022: Conviction Cannot Be Borrowed (October 1, 2026) Even the right stocks do not protect you from losing money. Plenty of people still lost in $PLTR, $NVDA, and $AMD, the top 3 core stocks, which make up more than 90% in my portofolios because they were in the name without the behavior that made it work. Some shorted a primary uptrend and got squeezed. Some bought after a sharp run, then sold the first real drawdown because the position was larger than their nerves or their capital could handle. Others used options or leverage that forced them out before the thesis had time to play out, or they chased every dip and every rip until transaction costs and bad entries erased the edge. A stock can be a core winner and still be a losing trade if entry, size, and holding period do not match the volatility. That is why conviction cannot be borrowed. The holder who sat through 30–50% swings had a different risk tolerance, time horizon, and balance sheet than the person who had to exit. Copying the ticker is easy. Sitting through the drawdown is the trade. The person who held did not just own the stocks. They owned the volatility, the doubt, and the time. Without that, even the right names still lose money.

My top 3 core holdings — $PLTR, $NVDA and $AMD — account for more than 90% of my portfolios combined. $NVDA and $AMD made all-time highs today. $PLTR is next. In a bull market, patience and conviction in the right stocks pay off if you know how to read them fundamentally and technically and ignore all the market noises and fake furus on X. Over the past three years, plenty of people trashed these names. Every time they pulled back and gave a discount to buy and accumulate, the same voices said the move was over. Those discounts were the entries, not the exit! It is not easy to be a bear here. You pay twice: once by missing the parabolic uptrend, and again by refusing the discounts that funded the next leg. The cost is not just being wrong. It is missing the compounding.

Skeptical crowd. Public receipts. Two calls that paid. (October 2, 2026) Called $AMD the semiconductor of this cycle in 2025 and shared my accumulation zone from $110 to $220 along the way on X, after the $NVDA call last cycle. Most were skeptical. Also posted the screenshot of how I timed the bottom and accumulated $PLTR aggressively from $110 to $130, while most gurus said it would drop to $60–$80. Check the repost. Plenty of mockery. Result: $AMD +5x from the May 2025 entry. $PLTR +72% in about 2.5 months. I share the research. Not financial advice. @cantonmeow @Jimmy_tesla_01 @Hiteshp99 @sheslee @tonylee80

They mocked our entry. Sizing did the rest (October 2, 2026) I really admire Lee’s (@sheslee) vision and judgment. She bought $TSLA in the $15–$25 range, rode the volatility, and sold between $330 and $350 in 2021-2022. In our daily conversations back then, she told me another 10x from there would still be hard. That view is what pushed me to act without any hesitation! In 2022, before the split, I sold most of my $TSLA at a loss, around $300, and rolled the money into $PLTR at $8.8. Most people mocked it. That mockery was worth it. $PLTR is up about 21x from that entry. To match that gain, the $TSLA I sold would have had to go from $300 to about $6,200. It didn’t. I’m not sure it reaches that this cycle. It doesn’t have to. The rotation already has, and that return has already brought life-changing money if you know how to do your own TA properly and dare to make a big move. Even so, plenty of people now told us that we should cash out and lock it in. That is a poor man’s mindset. The most violent part of the rally has not happened yet. History makes the case clearer. Most of America’s big tech winners have done more than 100x from their cycle bottoms, and some have gone beyond 1,000x. $PLTR’s cycle bottom was $5.84. Timing the exact low is useless if the position is too small to matter. Sizing is what turns a good idea into a life-changing outcome! So thank you to every sour, jealous voice and every “smart” guru who kept trashing us. Without that noise, we would not be where we are today. @sheslee @cantonmeow

They Called It Silly. It Compounded. (October 2, 2026) Every day followers and subscribers send me new tickers. I look, but I am rarely interested. These are not names I have researched both fundamentally and technically, and even if I started a new position I would not put millions into it the way I have with my top-tier core stocks. A small size does not get me anywhere, even in the right name. I still prefer concentration: own the right stocks, size up, and add aggressively during drawdowns for compounding. When whales and institutions keep loading on each drawdown and the fundamentals keep improving, it is better to stick with what I already hold than to hunt the next opportunity. That beats chasing every new name! $PLTR is my largest position, and it will stay that way through this cycle. Most people including most fund managers from prestigious private banks and my family thought I was silly buying 100,000 shares at $8.8 in 2023, and sillier still for adding all the way from $10 to $150 on every drawdown. That silliness is what kept compounding into profits of multi-millions in a single stock. I am not done being silly! @cantonmeow @sheslee

Conviction Cannot Be Borrowed (October 1, 2026) Even the right stocks do not protect you from losing money. Plenty of people still lost in $PLTR, $NVDA, and $AMD, the top 3 core stocks, which make up more than 90% in my portofolios because they were in the name without the behavior that made it work. Some shorted a primary uptrend and got squeezed. Some bought after a sharp run, then sold the first real drawdown because the position was larger than their nerves or their capital could handle. Others used options or leverage that forced them out before the thesis had time to play out, or they chased every dip and every rip until transaction costs and bad entries erased the edge. A stock can be a core winner and still be a losing trade if entry, size, and holding period do not match the volatility. That is why conviction cannot be borrowed. The holder who sat through 30–50% swings had a different risk tolerance, time horizon, and balance sheet than the person who had to exit. Copying the ticker is easy. Sitting through the drawdown is the trade. The person who held did not just own the stocks. They owned the volatility, the doubt, and the time. Without that, even the right names still lose money.

I Added More $PLTR While People Questioned It (September 30, 2026) I started accumulating more $PLTR between $110 and $130 and posted it openly on X. The reaction was mostly doubt. That bold move came from my own TA. Days later the volatility hole appeared on my chart, confirming my thesis. I also used that moment to show what real size looks like. A tiny position in the right name, at the right price, still will not move a portfolio. That is simply touristy. Real outcomes come from four things together: the right name, the right timing, the right position, and the right size. Nothing else! Since that volatility hole, the uptrend persists, with steady whale accumulation--- I kept posting that on my Patreon and X amid retail fear and skepticism. I kept saying the same thing: this is one of the names of this cycle you should not ignore. To those who stayed, I am grateful. To those who unsubscribed, I hope you find better guys who genuinely and selflessly share and actually do the daily charting — 365 days a year, 10 hours a day. Success is NEVER about luck. It is hard work, meticulous fundamental research and TA, and knowing the real whales. If you are serious about long term investment for a full cycle, you are welcome to follow. If money is your enemy, simply ignore me! @cantonmeow @sheslee @niker8202 @tonylee80

RT @dannycheng2022: Cycles Create Wealth. Months Never! (September 21, 2026) $AMD’s previous major cycle began after the December 2015 monthly red candle at $2.36 and ran to the February 2022 high of $132.96 — a little over six years and roughly 56x if you held the full move. This cycle’s monthly red candle printed in June 2025 while $AMD was trading between $111 and $148, all shared with my Patreon and X subscribers with "MUST-READ posts". I am not claiming the same exact path will repeat for $AMD, but I am happy with a 2x from here. That is why I keep saying wealth is created by long-term investment, not by trading in and out. Conviction is NEVER measured in months or a couple of years; it is measured across a 3-to-10-year cycle. I look for historical patterns, analyze charts and keep track of company fundamentals, have regular meetings with fund directors and managers from prestigious private banks, and share how we see the cycle (that kind of information is rarely available on social media unless you have worked in the field). I tell my community to keep everything simple when the majority like to trade in and out on X, outsmarting the whales: treat a handful of stocks as cores and keep for a cycle, with $AMD being one of them. Every meaningful drawdown is an opportunity to add. I do not rely only on red candles; I use my other proprietary indicators I do not share in public so they cannot be copied. My personal appraoch is very straightforward: stay with large-cap leaders in each sector, treat small and meme names as lottery tickets only, keep dollar-cost averaging in my core stocks only when the market offers a discount, and double down when the indicators flip bullish—especially when the bears are loudest. These strategies have played out successfully in recent years. I got Chad @chad_ventures to add more $AMD around $450, $480 and $500 after he built his initial position at $150, Seth @redfoxryder to load up heavily at $440-$450 after sharing my first buy order at $110 to $130 with him, and some of my closest friends at $150-$220. The last time my patreon community added aggressively was from $110 to $200 from 2025 to early 2026, when most were skeptical and some even unsubscribed to have missed the real move! Sorry that the stock market is never for the majority but for the patient and disciplined few only! Once again, thank you to my community who trusted my process. If a content creator simply told me to trade in and out, I would definitely quit because that is NEVER the right way to build and create your wealth and very often you will miss the biggest gains and the later parabolic move! Trading can be daily practice for fun and pocket money. Investment is an art. Long-term thinking and wisdom is extremely rare on social media because 99.999% of accounts are traders. I share my own buy and sell orders with Tier 3 subscribers only and will give even more detail in the personalized Tier 4 service. My proven track record speaks for everything. You can check my previous tweets on X and the $AMD gains screenshots I have posted before (I will not repost them here), when most claimed that they had shared their bullish signals for $AMD before. I have been lucky to highly concentrate on the right names in each cycle: $PLTR from 2023 onward, $NVDA since 2023, and $AMD since 2025. Those three now make up more than 90 percent of my portfolios. Luck definitely played a part, but luck does not last—my core positions come from meticulous research, both fundamental and technical, along with patience and conviction. I share my top holdings transparently and openly on X so anyone can watch the journey in real time, because I want others to succeed on their own path as well! @cantonmeow @Jimmy_tesla_01 @redfoxryder @chad_ventures @Hiteshp99 @sheslee @tonylee80

I never catch the exact bottom. I stopped caring. I focus on my own strategies only: 1. A few high-conviction name only 2. Wait for the cycle low to form and prices to stabilize 3. Buy the rebound + breakout 4. Keep accumulating for compounding while the long-term uptrend is intact 5. Size up and concentrate each time Aggressive buying and accumulating is how I make up for missing the low. That’s how I make up for missing the cycle low. First buys were already off the low. Then I kept adding amid retail fear and skepticism and when my indicators flipped bullish: 1. $NVDA $15.20 after ~$10.80 (~41% off the cycle low) → accumulated into $150 2. $PLTR $8.80 after ~$5.84 (~51% off the cycle low) → accumulated into $150 3. $AMD $110 after $76 (~45% off the cycle low) → accumulated into $220 4. $MU $700 after the 10x from $70 — bears called the top → accumulated into $850 One big initial entry is NEVER ENOUGH . Compounding is. When bears scream, check the trend. Alive → buy. Dead → wait. Missing the bottom is normal. Missing the trend is expensive.

Conviction, Concentration, and Cash (September 26, 2026) You do not need to win every trade or own every stock. Wins and losses are part of the process. What actually moves a portfolio is a small number of high-conviction companies, concentrated capital, and disciplined position size. That is why I treat names differently by quality and certainty. Leaders and large companies in strong sectors get more allocation whereas smaller stocks can still belong in the book, but they should be treated as lottery tickets. Nobody can reliably know which of those will outperform, and an oversized position in a low-conviction name will affect your emotions, and sleep during drawdowns. In practice, I keep my own thesis very simple. Most of my money has gone into my top five names. The next group, roughly positions six through ten, gets a smaller but still meaningful allocation. Everything beyond that is a just lottery-ticket sleeve. My proven track record in $PLTR, $NVDA, and $AMD is the clearest example of that approach: concentrated bets in names I understood both fundamentally and technically and sized properly. Concentration is extremely difficult because it cannot be borrowed. It comes from your experience in the market, your own research, and names you actually have conviction in. Conviction is never measured in months or a couple of years, but in cycles of 3-10 years. And no one can impose that conviction on you. Cash is the other half of the system. I keep about 20% in cash and never go all-in, even with a multi-million-dollar portfolio. Equities are only about 40% of my overall net worth. Markets do not rise in a straight line. In a drawdown, cash preserves optionality. It keeps you from selling at the wrong time or freezing and doing nothing. The last point follows from that. A long list of small winners rarely creates financial freedom. What compounds is a few well-sized conviction positions — the kind $PLTR, $NVDA, and ownasdfadfafadfadsfa were for me — plus enough cash to act when the market gives you the next discount!

One of the female investors I have huge respect for is @sheslee. She’s a cycle investor like me — highly concentrated, and focused only on the right names. At the moment, this is what she’s holding: 150,000+ shares of $PLTR 3,50,000+ shares of $BB 400,000+ shares of $OSCR She was early in these names and did the fundamental work before she loaded up, just like a lot of the big whales and institutions. She never flip-flops, unlike the majority on X. We’ve been close friends since 2023, through the hard times, and we’ve supported each other along the way. Even with multi-million portfolios, what sets us apart is concentration, position sizing, and DCAing through drawdowns so the compounding can do its work. Follow us if you want to know more about the stocks we’re most bullish on this cycle!

Who is buying $AMD and $PLTR at these levels?

Everybody wants a 10X stock. Almost nobody can sit through the plummet that comes first! $PLTR: 87% drop (2021–22) $AMZN: ~90–95% drop (1999–2001) $NFLX: 82% drop (2011–12) $TSLA: 65–75% drop (2021–23) $NVDA: ~66% drop (2021–22) $CVNA: 99% drop (2021–22) The 10X happens after most people have already sold. Volatility is the price of admission.

I lost $4 million in $TSLA. That loss paid for a 20x in $PLTR (September 25, 2026) Posting this again for new followers/subscribers. Every investor has big losses and big wins. What wastes time is self-pity and regret. The only useful move is to learn, then look for the next opportunity. In 2022 I lost more than US$4 million in $TSLA and took that loss in the $307–$320 range. It felt like a catastrophe. It was a blessing in disguise. That cut forced a hard lesson, and the lesson forced a bold move. Without it, I would not have made 15x in $NVDA from $15.20 or 20x in $PLTR from $8.80. A 20x from $307–$320 is about $6,000 — that is where $TSLA would have to be trading to match the same move. I did not wait for $TSLA to do that. I took the loss and got the 20x in $PLTR instead. I still hold some $TSLA as a reminder. When I shared that painful experience in public, many $TSLA bulls blocked me. They blocked someone who admitted a real loss, then later showed how he turned the table. That reaction revealed the uglier side of human nature: people often prefer a comfortable story to an honest one. At the time, $10,000–$20,000 price targets were treated as destiny. Maybe those prices come one day. Comfort is not the same thing as truth.If you never learn from your own mistakes, you never improve. Opportunities show up every month and every year. The difference is whether you can use them. I definitely like Tesla as a company and as a stock. Don’t get me wrong — I own more shares than most TSLA bulls, and I drive two Teslas. In short, take the loss when you see other better opportunities. Learn from the mistakes you make. Then move on!

Don’t Copy the Names. Copy the Process. Even though I share the names of stocks I am bullish on, copying those tickers will not automatically make you money. Plenty of people still lost money in $NVDA, $PLTR, and $AMD because they chased, overtraded, sized poorly, or sold during the drawdowns. I will later share a detailed post on how I have accumulated in specific zones over the past years using my own indicators—some public, some not. The real edge is not blindly following a list given by others. It is choosing the right stocks for each cycle, then pairing that selection with patience, conviction, dry powder during massive downturns, the discipline to ignore market noise on X, and proper sizing for a 3- to 10-year hold. Without those, the same names that created wealth for some will destroy capital for others.

$PLTR is the next $PLTR. Still waiting for the Elliott Wave experts or smart furus on X who said it would crash to $40–$60? https://t.co/mmD8AGfI9q

Not bragging. I’m here to show what actually compounds when you learn to invest in the right stocks for a cycle and size up, instead of trading in and out. $NVDA from $15.2 in Jan 2023 → ~15x $PLTR from $8.8 in May 2023 → ~22x $AMD from $110 in May 2025 → ~5.6x I have posted the screenshots before to silence the haters. I repeat: Real wealth is NEVER made in months, or even a couple of years. It is built across 3–10 year cycles — if you have the patience and conviction to sit still while everyone else needs a new story and keeps chasing new stocks. That is the whole game!

$PLTR (September 23, 2026-Daily Chart) I spent millions loading up $PLTR from $110 to $130 over the past 5 months amid retail fear and skepticism, sharing it with everybody on X. Check my previous screenshot. Then I kept loading all the way to $150. Haters gonna hate. People who actually know me know I’m transparent, selfless and genuine.

$AMD just went parabolic. Is $PLTR next?

RT @dannycheng2022: Process Over Noise (September 3, 2026) I am one of the very few content creators who does not flip-flop with the tape. Uptrend or downtrend, the process stays the same. That consistency only works if the work is visible. I am also one of the more transparent voices in this space. I have openly shared my actual buy orders, including the last video that captured my accumulation zone for $PLTR between $110 and $130, showing my community how I made use of the big discount to accumulate aggressively in the price range instead of simply dcaing at a specific price. Transparency also requires emotional control. I have high EQ, which explains why I can appreciate the trolls instead of wasting my time and energy to fight them. Without them I would not be who I am today. They forced me to stay calm, get clearer, and keep my process intact when the noise got loud. High EQ is not softness. It is the ability to read the room, control your own reactions, and refuse to let random comments dictate your sizing, your thesis, or your sleep. Most people lose money first in their emotions, then in their portfolios. I refuse to do that. Because of that, I share most things and my thesis directly. No mystery. No delayed “I told you so.” I also told you my top three core holdings on X — positions that make up more than 92% of the portfolio before their surge. That is not a flex. It is simply how I have actually allocated my funds. Concentration always beats everything in the right stocks each cycle while diversification is simply the hedge against sheer ignorance. It is about knowing what actually moves the needle in the portfolio. I have wins and I have losses. Both are public. As long as my top 5 core names continue to outperform, the rest do not matter much. Most of those smaller positions are just lottery tickets. They do not touch my emotions. Not do they affect my sleep. That is the whole game: size up the names that can compound each cycle, treat everything else as optional, stay consistent when the crowd is loud and the majority of gurus like to flip-flop, and keep the books open so people can see the real work instead of the highlight reel. @cantonmeow

I’ve been running a barbell approach: cautious and aggressive at the same time. On the cautious side, I still want some relatively stable names with more manageable swings — $NVDA as one of my top two positions, plus $TSM, $GOOGL, $META, and $AMZN. Those give the portfolio ballast and long-term compounding. On the aggressive side, my biggest bets are $PLTR and $AMD, along with a few other high-volatility names I share with the community. That’s where I’m looking for asymmetric upside, knowing the swings can be much sharper. The goal isn’t to pick one style. It’s to keep enough stability that I can stay invested, while still putting real size into the names that can move the needle.

@dannycheng2022 Your story hit close to home. I subscribed in 2024 out of curiosity and honestly never left. At the time I was almost all-in $TSLA with a small $PLTR position on the side, plus a huge bunch of lottery stocks. I was stubborn. I held through everything. Watched my gains round-trip 5x over the past 2 years. Portfolio was a mess and I knew it. I don’t have multiple income streams like you. What I did have were your indicators. I used them to sell options for premium and stay in the game. Through you I also found a community of people who actually do the work — @cantonmeow, @sheslee and many others. That changed how I looked at this market. $PLTR slowly became my biggest position. I started following your signals and adding when it felt uncomfortable. Now I’m focused on building the core instead of chasing tickets. My only real regret is not buying more $PLTR and my core positions $AMD $NVDA $NBIS $HOOD $GOOGL earlier. These past few months the volatility has been insane. I used it to finally clean the book up. Somehow, even with all the noise, this portfolio has stayed pretty stable. I learnt that investing is 50% conviction and 50% patience when you are in the right stocks. Thank you, Danny. I am a small account but I am grateful I stayed and I will continue to stay!

Quality beats quantity. You do not need a crowded watchlist to build wealth. A few exceptional names can change your life. Everything else is usually noise dressed up as opportunity. My core holdings have been $PLTR, $NVDA, and $AMD. Those three did the real work. The rest of the names I mostly touched were lottery tickets—occasional wins that never compounded into anything meaningful. Joining more chat rooms and Discords does not necessarily make you a better investor. It usually does the opposite. Conflicting opinions dilute conviction, adding noises. Most of the people in those rooms are neither whales nor institutions; they are not the ones who move markets or set the long-term direction. Listening to them rarely improves your decisions. The edge comes from independent thinking. Learn to analyze businesses yourself fundamentally. Form a thesis. Then bet with real size when the odds look favorable, when market offers discounts or when indicators flip bullish. Life-changing money rarely comes from tiny positions or constant tinkering. No indicator, no chart pattern, and no Discord call will retire you. The only thing that does is owning the right companies, starting with meaningful size, and adding as the thesis plays out so compounding can work. Stay in until long term bearish signals appear or the thesis changes. Keep the process simple. A concentrated portfolio of high-quality names, held with discipline, will thank you far more than a complicated system full of noise.

Cycles Create Wealth. Months Never! (September 21, 2026) $AMD’s previous major cycle began after the December 2015 monthly red candle at $2.36 and ran to the February 2022 high of $132.96 — a little over six years and roughly 56x if you held the full move. This cycle’s monthly red candle printed in June 2025 while $AMD was trading between $111 and $148, all shared with my Patreon and X subscribers with "MUST-READ posts". I am not claiming the same exact path will repeat for $AMD, but I am happy with a 2x from here. That is why I keep saying wealth is created by long-term investment, not by trading in and out. Conviction is NEVER measured in months or a couple of years; it is measured across a 3-to-10-year cycle. I look for historical patterns, analyze charts and keep track of company fundamentals, have regular meetings with fund directors and managers from prestigious private banks, and share how we see the cycle (that kind of information is rarely available on social media unless you have worked in the field). I tell my community to keep everything simple when the majority like to trade in and out on X, outsmarting the whales: treat a handful of stocks as cores and keep for a cycle, with $AMD being one of them. Every meaningful drawdown is an opportunity to add. I do not rely only on red candles; I use my other proprietary indicators I do not share in public so they cannot be copied. My personal appraoch is very straightforward: stay with large-cap leaders in each sector, treat small and meme names as lottery tickets only, keep dollar-cost averaging in my core stocks only when the market offers a discount, and double down when the indicators flip bullish—especially when the bears are loudest. These strategies have played out successfully in recent years. I got Chad @chad_ventures to add more $AMD around $450, $480 and $500 after he built his initial position at $150, Seth @redfoxryder to load up heavily at $440-$450 after sharing my first buy order at $110 to $130 with him, and some of my closest friends at $150-$220. The last time my patreon community added aggressively was from $110 to $200 from 2025 to early 2026, when most were skeptical and some even unsubscribed to have missed the real move! Sorry that the stock market is never for the majority but for the patient and disciplined few only! Once again, thank you to my community who trusted my process. If a content creator simply told me to trade in and out, I would definitely quit because that is NEVER the right way to build and create your wealth and very often you will miss the biggest gains and the later parabolic move! Trading can be daily practice for fun and pocket money. Investment is an art. Long-term thinking and wisdom is extremely rare on social media because 99.999% of accounts are traders. I share my own buy and sell orders with Tier 3 subscribers only and will give even more detail in the personalized Tier 4 service. My proven track record speaks for everything. You can check my previous tweets on X and the $AMD gains screenshots I have posted before (I will not repost them here), when most claimed that they had shared their bullish signals for $AMD before. I have been lucky to highly concentrate on the right names in each cycle: $PLTR from 2023 onward, $NVDA since 2023, and $AMD since 2025. Those three now make up more than 90 percent of my portfolios. Luck definitely played a part, but luck does not last—my core positions come from meticulous research, both fundamental and technical, along with patience and conviction. I share my top holdings transparently and openly on X so anyone can watch the journey in real time, because I want others to succeed on their own path as well! @cantonmeow @Jimmy_tesla_01 @redfoxryder @chad_ventures @Hiteshp99 @sheslee @tonylee80

I never own enough $PLTR.

$PLTR institutional ownership skyrocketed based on 13F filings. https://t.co/N7l4PcMrBE

The 3 Easiest Stocks — And the Gurus Who Missed Them These three stocks ($PLTR, $NVDA and $AMD) ARE, in my view, among the easiest to make money in. 1. Get the analysis wrong and it means you don't even know the basic technical analysis. You need to start again from ABC! 2. Miss the parabolic run in one of them and you’re left with an awkward question: did you just pay a fake guru for the privilege of watching the train leave without you? The "geniuses" who told you to sell at the bottom didn’t just miss the move — they charged you a subscription fee to help you miss a generational opportunity. Meanwhile, services that never even mention these three names at the early stage still charge you $200–$2,000 a month. I was mocked and judged for 2 years for betting so big on them. Now the table has turned. It is not my style to attack or criticize anyone. I just refuse the trader mindset that keeps leading people to failure!

Conviction is not measured in months. It is tested across multi-year cycles. $NVDA: -66% in 2021–22, then about +407% over 3 years into 2026. $AMD: -65% in 2021–22, then about +447% over 3 years into 2026. $TSM: -56% in 2022, then about +409% over 3 years into 2026. $PLTR: -65% in 2022, then about +1,049% over 3 years into 2026. $HOOD: -90% from the 2021 high to the 2022 low, then about +1,600% off that low into 2026. Many missed the parabolic run by trading in and out. Many more failed to hold through volatility. And many more will never learn!

You know the guy. He called $PLTR a crash to $60–$80. Then $120 was a bear trap. Then $150. Then $180. At some point the “trap” started looking a lot like a staircase. That’s why I sized up. The same guy later decided $AMD was topping at $500 this cycle and heading to $300. I wish he were right but so many followed him only to have missed a generational move. Then he called $NBIS topping at $250, destination $130. I bought the dip instead and shared with my Tier 3 subscribers in my Weekly Insights. I’ve started treating his calls like a contrarian checklist. The hit rate is better that way!

Why I bet big on $PLTR — and why I still am (September 19, 2026) A lot of people have asked, over the past 3 years, why I sized so heavily into $PLTR amid retail fear and skepticism! The answer is simple: I treat it as a high-conviction compounder, never a trade! The core of the position was built from May 2023 at an $8.80 average, spread across 4 private bank accounts. That remains my heaviest lot. I have not sold a single share yet! This year I told my community — and posted it openly on X — that I was accumulating $PLTR in the $110–$130 range. That wasn’t talk. That was buying. Check the repost. And I didn’t stop there. Every week I keep DCAing, red days and green days, rain or shine and when my indicators flip bullish. The process doesn’t change. Conviction is measured in years, not weeks or months. Last public update on this new account: 17,348 shares. Current update, same account: 20048 The thesis has not changed. The position has only grown! @cantonmeow @Jimmy_tesla_01 @sheslee

Most $200, $2,000, and even $20,000-a-month subscriptions never told you to buy $PLTR and $AMD — the star stocks of this cycle. They kept pushing meme names and speculative trades built on volatility. That is not investing. Learn to own the right stocks through a 3- to 10-year cycle if you wish to succeed and outperform in the stock market. There is no shortcut. Rushing is the fastest way to lose money. Every day I give my community the names that matter in this cycle. We track them and follow through. We ignore social-media noise and headlines, because that is another sure way to lose money. I will raise tier prices soon. The reason is the value: accuracy, dedication, quality, and quantity — plus the work Dr. Cat @cantonmeow and I put in, including weekends when almost no one else is working and giving excuse. Compare the value. Then decide. Don’t miss the signals again and again!

I bought the gap-up and those gaps were the launch before the parabolic move. $NVDA — May 25, 2023 $30.54 → $38.52 $TSM — Jan 18, 2024 $100.16 → $108.19 $PLTR — Feb 14–15, 2023 $7.61 → $8.80–$10.11 $AMD — Oct 6, 2025 $164.67 → $200+ https://t.co/950lyevujc

Remember that guy with a huge following who told everyone to sell $AMD and wait for $300? He said the same thing about $PLTR, calling it a bull trap three times and insisting it would crash to $80. Dr Cat @cantonmeow and I have taken a different path. We’ve stayed direct and transparent, sharing our bullish thesis on both $AMD and $PLTR from the start. I’ve charted them every day for the past two years because I don’t want my community to miss two of the star stocks of this cycle or get shaken out by noise on social media. The goal is not just to win. It’s to win big and, one day, build real financial freedom. Learn to recognize the genuine voices on X. They are extremely rare. @cantonmeow @sheslee @Jimmy_tesla_01

I do not touch the long-term book for 3 to 10 years. That idea is foreign to almost everyone. Daily price action is noise. It does not move my emotions and it does not cost me sleep. The moment I care is when retail fear is extreme or the market is falling hard. That is the only window worth using to DCA That discipline is how my key positions were built: $NVDA from $15.20 in January 2023, $PLTR from $8.80 in May 2023, $AMD from $110 in May 2025 and $HOOD from $9.5 in June 2023. I still hold every one of them — and I keep adding when the market hands me a deep discount each year! Why the “sell” chorus is ignored: the people who asked me to sell or trim in the drawdowns never owned more shares than I do, never do more research than I did, and never sat with fund managers and directors the way I did. Their panic is not a research note. When they shout sell, it is usually the signal to add. Fade retail. Follow the whales. A real compounder can trend up for two decades — that is what the last big-tech cycle already proved. Trust the crowd and you miss the uptrend. Take the dips the market hands you to build wealth, or sit out. The choice is yours! @cantonmeow @sheslee @Hiteshp99 @Jimmy_tesla_01

Size, Cycles, and Proof: What 20+ Years in Markets Actually Taught Me (September 15, 2026) After more than two decades in markets—through the 2000 dot-com bust, 2008 financial crisis, 2018 the trade-war scare, 2020 Covid, and the 2022 bear—I have learned that most people lose not because they lack ideas, but because they size the wrong things, follow the wrong voices, and think in the wrong time frame. I have been in this field since I left university. What follows is not theory. It is what I have seen work, and what I have seen destroy people. If you are new or still struggling, please take some time to read: 1. Never let small, speculative stocks dominate your portfolio Small names are usually stories, not businesses. Influencers love pumping them because “10x” sounds exciting. Most never deliver. Even the rare winners often suffer 70–90% drawdowns before any recovery. That volatility is hard to stomach and even harder to recover from if the position is large. I hold a basket of small stocks myself, but they never add up to no more than 2% of the whole portfolio. Not 2% each. Two percent in total. Size them like lottery tickets. Once the hype fades, capital in those names is often trapped for a long time. Evaluate the risk before you speculate. 2. Focus on world-class companies that fit the narratives of each bull cycle. Every bull market has a handful of exceptional businesses that keep making higher highs because the narrative is real. Do your own fundamental work and technical analysis to find them first. Then, follow people who share selflessly and have a proven track record. The best proof is not talk. It is screenshots that show both percentage gains and actual dollar amounts. Percentage alone can be theater. Amounts show whether the person actually sized the idea. If you have genuine long-term conviction in a quality name, always use drawdowns to add and accumulate instead of chasing high or when most are pumping on social media. 3. Sizing is the real skill, the most important one which brings you financial freedom A tiny position in a great company is tourism. A large position in a weak or speculative name steals sleep and distorts every decision. So, at least 50% of the portfolio should sit in high-quality, liquid, cycle-aligned leaders unless you deliberately choose to be an adventurer and accept the volatility. Big volatility can mean big gains—but only if you can actually hold. For myself, my top conviction stocks are $PLTR, $AMD and $NVDA, accounting for more than 90% in my various portfolios in total. 4. Fundamentals matter, but tracking whales matters more Most retail investors care about the fundamental research but unfortunately, the numbers most people see reflect the last quarter. Markets look 3–6 months ahead. Track institutional and whale ownership. Large, careful capital usually loads up before the story is obvious. Follow proven capital, not retail consensus. That is how markets have always worked. 5. Invest across 3- to 10-year cycles, not weeks or months. Wealth is built in cycles, especially in the ugly parts of them. A short time frame is closer to a casino. Frequent trading usually funds excitement, not net worth. The stocks that delivered 100x or more did so over a decade or two. They survived 2000, 2008, 2018, Covid, and 2022. Each time permabears said it was the end. Historically the bear phases have been shorter than the expansions. Dips are inventory events if you have dry powder. 6. Treat crises as the moment to add, not the moment to freeze. The people who come out far ahead are rarely fully invested at the top. They had cash and the willingness to buy when prices were ugly. If you believe in the business for a decade, a deep decline is often the best entry you will get. Learn to welcome those periods—when most people are losing confidence and losing their minds. Great businesses often come out of a crisis bigger and stronger. That is why the focus should stay on world-class companies with real fundamentals. To me, stock selection matters more than any indicator or piece of technical analysis. Rich people do not get rich because they blindly follow private-bank managers or do better technical analysis. They get rich because they pick the right companies and are willing, over the long term, to bet against weak consensus and mediocre fund management. Crisis is not the time to abandon quality. It is the time to own more of it. Markets reward patience, size discipline, and the courage to buy when the story feels finished. They punish haste, oversized speculation, and the need to feel clever every week. If you remember only a few things, remember these: keep the speculative basket at 3% or less in total, put real weight in world-class companies, follow people who can show both percentage and dollar results, and think in cycles of years, not weeks. Crisis is not the end of the game. For those with conviction and dry powder, it is usually the beginning of the next fortune. Stay solvent. Stay selective. Stay long enough. Disclaimer: This is not financial advice. I am sharing my own research and experience only. @Jimmy_tesla_01 @cantonmeow @sheslee @niker8202 @tonylee80 @Hiteshp99

Over the past few months, the market has given us plenty of opportunities to load up on our own conviction stocks. Most of my money has gone into two names: $PLTR and $HOOD, with millions pouring into each. $PLTR mainly between $110 and $130 (I shared the screenshot before) and $HOOD between $70 and $100 — all shared with my Tier 3 Patreon subscribers for five months straight. I don’t need multiple winners; a handful is good enough for me. Regarding $AMD, my last add was in the $220 range and I haven’t been adding since. With more than 24,000 shares, I think that’s enough to ride the uptrend. Learn to find the right stocks of the bullish cycle, size up aggressively if you can stomach the volatility and have a vision, then ride the long term. Don’t trade in months or a year — let time do the compounding.

Tech people in real life: I have shares in “ $TSLA, $GOOGL, $SPCX. “ People on my X feed/comments: - Leveraged Micron, Sk Hynix calls all the way from $1M to $28M down to $4M - calls on short dated tanker freight futures because $AXTI 3000% 1Y returns wasn’t enough. - Long $PLTR short $LULU because inverse Burry indicators - Long Swedish high beta CW laser suppliers for CPO because it reminds them of $NVDA bottlenecking EML - “AI is going to end human civilization” so this is a signal for longer AI capex duration + trade wars so long $EQR cause tungsten. Gap between finance X and normal finance/tech people is also insane. I can’t help but feel proud that I’m partly to blame.

Volatility Hole + Ugly Charts: How the Recent Bottoms Were Timed (September 12, 2026) Don’t chase when every indicator flips bullish. That’s usually the sign the big move has already started. Start DCAing when the chart looks ugly… then uglier… then ugliest. That’s when retail fear peaks. A better way is when my proprietary Volatility Hole indicator appears. I’ve shared those setups and will continue to share them with my community when they show up again. Over the past few months I’ve used this approach to time bottoms on quite a few names and shared the setups with my community, highlighting my buy orders for Tier 3 members — and even sharing some of them openly on X : $PLTR: $110 → $130 (while most were calling for $60–$80) $HOOD: $70 → $100 $NBIS: $180 → $200 $NOW: $90 → $100 $DELL: $250 → $260 $MU: $700 → $730 Learn to bet against retail sentiment and follow the right indicator when the market next offers big discounts. @cantonmeow