Find the "right time to buy" on this $QQQ chart
Down 29% in about 4 weeks. They closed the economy. Circuit breakers halting the whole market over & over.
Every day of that COVID drop, buying felt insane. Every headline said worse was coming.
Then it recovered in roughly 5 months & never looked back.
Here's what I want you to actually see. There was NO moment on this chart where it felt safe & cheap at the same time. At the bottom it felt like the end of the world. By the time it felt fine, the discount was gone.
That's every crash. The "good feeling" & the opportunity never show up together. Ever... Every dip is usually because something bad is happening.
& while everyone was frozen, fear had put premiums the fattest they'd been in a decade. So what did I do? Sold 1+ year portfolio secured puts & reinvested that cash flow back in to my base portfolio.
The next version of this chart is already scheduled. The only question is whether you'll have a plan or just panic like most...
This is the right time to start the Bending Spoons for AI companies.
Start small today, figure out playbook, grow into 1-2b acquisitions of slow growing 600m ARR companies in a couple of years.
Right place, right time: many neoclouds spent years mining crypto, then AI showed up and turned their power rights, data centers, and GPUs into some of the hottest assets in tech.
25 quarters in, CoreWeave is pulling in more quarterly revenue than Azure, AWS, or Google Cloud were at 30.
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Everything happens at the right time. Stay patient, keep grinding, and never stop believing. Your persistence is planting seeds you can’t see yet but one day they’ll grow into exactly what you’ve been waiting for. Keep going.