Hello everyone! Today i want to share some trading ideas with you!
1
Two years ago I had enough conviction that $Rocket Lab USA, Inc.(RKLB)$ could become the next generational compounder in my growth portfolio that I sized it at nearly 20% while it was still under $4.
It looks obvious now after a 25x move but back then it was a polarizing position since most people viewed Rocket Lab as “just another launch provider” with no chance against SpaceX while I saw the path toward becoming a full-spectrum space prime.AI
That is what conviction looks like when you do the work before the narrative catches up to the price.
2
$Micron Technology(MU)$ just became an $800B company for the first time ever as inference demand turns memory into the bottleneck layer of the AI economy.
Micron is now officially bigger than:
• $Advanced Micro Devices(AMD)$ ~$710B
• $Visa(V)$ ~$605B
• $ASML Holding NV(ASML)$ ~$597B
• $Oracle(ORCL)$ ~$562B
• $Costco(COST)$ ~$449B
• $Netflix(NFLX)$ ~$370B
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