BIG LANG

Everyone’s a long term investor for 2027, 2028, or 2029 onward Until their portfolio experiences volatility months in. I still think: - $RKLB could end up the next $SPCX - $NBIS has the potential to be the next hyperscaler - $SIVE has moonshot potential to be the next $LITE - 1-3x P/E memory companies and $AXTI substrate bottlenecks are more durable than markets think And that it’s stupid to sell single digit fwd P/E AI companies or promising longs. And rotate that into 5% growth towel resellers at 47x P/E. Or 180x cyber companies, just because they’re going up. I’ve seen $AMD go from the $3 valley of doom to $400 as people thought it could be the next $INTC / $NVDA. And been through the Bitcoin $1000 -> $18,000 -> $3000 -> $100,000 cycle. Not advice on how to position or trade, but anyone on extreme leverage during those times got wiped out. While the underlying assets sharply recovered later. I do think AI, Space, and Physical AI are the future. So, I’m remaining long, and using this time to maximize exposure to the winners