Bears are everywhere today letting you know that they “warned” you or “called” this correction. They didn’t. Yes, there is likely something that they can point to, but most of them are always calling for a correction. This is one of the rare times that they happen to be

$BTC Seems like a good time to start adding to the strategic reserve doesn’t it?

2PM ET

A new release shows Japan is investing: $550B USD (86 Trillion Yen) into several sectors. The first round of investments go into these three: 1. Synthetic Diamonds for Semis (heat sink for AI chips) - J-TEC Corporation (3446.T) - $COHR - diamond substrates into optical

$600 billion in CapEx from just four companies this year (expected). QE-like spending.

Portfolio weightings is my most common question. Here’s what my portfolio looks like: 35% Memory Supercycle _ 10% Samsung Electronics 10% Sk Hynix 10% $MU 5% $SNDK 25% Digital Asset exposure _ 10% $IBIT 5% $COIN 5% $HOOD 2.5% $CRCL 2.5% $SOL 15% Fintech/Advertising 5%

Imagine panicking with $CRDO at $95 ($17B MC). If you bought then it would be a 52.6%+ gain in a week after today's preliminary ER. Mid-term fears were overblown. 200%+ YoY revenue growth for this year. $340M guidance -> $406M (huge beat) for Q3 2026 guidance. That being

Why most people lose money investing: 1. They buy green and sell red. 2. They hold 40 stocks and know none of them. 3. They check their portfolio 15 times a day. 4. They sell winners early and hold losers forever. 5. They chase tickers after a 200% run. 6. They confuse Twitter

This is good? No.

Government fixed Qualtrim To rank these 12 stocks vs competitors on moat, cash flow, fundamentals, ratings, and 10-year value, I analyzed data from Morningstar, Yahoo Finance, MarketBeat, and analyst reports (as of Feb 2026). Scores weighted: moat 25%, cash flow growth 25%, fundamentals (revenue/debt)

“Today, Japan holds a 50%+ global share in semiconductor materials. For specific high-end segments like EUV photoresists, that share is near 100%. You cannot print a chip at TSMC without Shin-Etsu Chemical. You cannot coat a wafer without Tokyo Electron. You cannot cut a silicon

Buy signal.

A massive regime change is underway in 2026🔄 For the first time in years, the "Growth at any price" trade is taking a backseat. We are seeing a powerful rotation into Value and Small Caps as market breadth expands 👇

Buying Copper stocks in 2026 could be like buying Bitcoin in late 2022. > 42 million metric tons needed by 2040. > That's 50% increase in demand. > AI data centers 3x their copper consumption. > EV requiring 4x more copper per vehicle. > Grid expansion eating up 15.7m metric

The $645B question: Who REALLY wins the AI race? While everyone's watching the Big 4 pour three-quarters of a trillion into AI infrastructure by 2026, the real story is happening one layer down. Amazon: $200B Google: $180B Microsoft: $140B Meta: $125B But here's what nobody's

You won’t nail every top. But the right signal gets you out before the damage. Ride the trend. Respect the exit. $NFLX

$GOOGL 13F filling for Q4 2025: Their largest positions: 1 - AST SpaceMobile $ASTS 😏 2 - Planet Labs PBC $PL 3 - Revolution Medicines $RVMD 4 - Arm Holdings $ARM 5 - Freshworks $FRSH 6 - UiPath $PATH 👀 Of course we hold Google itself but our largest position is also $ASTS.

Retail is panicking that US Job Numbers have been now revised down by over 1 Million. But you are likely missing the bigger picture. Here's what happened, and how to structure the trade: This job revision signals a structural change. And it's the first time in history that