If you own the $QQQ, it's important to know that these 10 stocks now account for 54% of the total index.
Fun fact: $PLTR is close to entering the top 10.
X would be so much more valuable if we shared more about our investment mistakes. Those are the most valuable lessons.
What’s been your biggest mistake so far?
X would be so much more valuable if we shared more about our investment mistakes. Those are the most valuable lessons.
What’s been your biggest mistake so far?
$NBIS: 8 months ago I shared this with X-subs. Today, it's my biggest position by far.
Stellar execution and I wouldn’t be surprised if a new major customer is announced in the coming months.
Cheers fellow shareholders! 🤝
$PLTR: A scaled, highly profitable and AI-forward company.
It's also the most expensive SaaS business by any measurement. Execution will determine if today's valuation is justified.
So far $PLTR proved to be worthy.
If you're looking for AI-themed investment idea, this overview by Morgan Stanley is a great place to start.
My personal favorites:
• $PLTR
• $NOW
• $NET
Names I would add on the software side:
• $TEM
• $AXON
• $RBRK
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