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The creator advocates for long-term investing, sharing their personal portfolio performance and strategy of...

Sep 24, 2026

The creator advocates for long-term investing, sharing their personal portfolio performance and strategy of holding individual stocks through volatility. They emphasize that while they have experienced significant drawdowns, their conviction in their holdings has led to long-term gains.

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Tickers discussed in this post

AMATNeutralMedium ConvictionResearch Only

Applied Materials is shown as a portfolio holding with a negative market sentiment label.

MSFTNeutralMedium ConvictionResearch Only

Microsoft is shown as a portfolio holding with a negative market sentiment label.

METANeutralMedium ConvictionResearch Only

Meta is shown as a portfolio holding with a negative market sentiment label.

ASMLNeutralMedium ConvictionResearch Only

ASML is shown as a portfolio holding with a negative market sentiment label.

GOOGLNeutralMedium ConvictionResearch Only

Alphabet is shown as a portfolio holding with a negative market sentiment label.

AMZNNeutralMedium ConvictionResearch Only

Amazon is shown as a portfolio holding with a negative market sentiment label.

AMDNeutralMedium ConvictionResearch Only

AMD is shown as a portfolio holding with a negative market sentiment label.

MUNeutralMedium ConvictionResearch Only

Micron is shown as a portfolio holding with a negative market sentiment label.

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