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Want Neo Cloud Stocks? Keep Them as a Satellite

Aug 31, 2026

The creator discusses highly volatile "neo cloud" stocks, recommending them only as satellite positions due to their high ceilings and low floors. While acknowledging their potential for learning about volatility and identifying dip opportunities in hindsight, they caution against making them core holdings.

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CRWVNeutralLow ConvictionResearch Only

Coreweave is mentioned as a highly volatile stock that has been a true roller coaster, with dip opportunities that were good prices in hindsight.

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