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Athu
@athuinvests
Thematic Investment Research on the AI Buildout
Joined December 2024
356 Following    14.5K Followers
When everyone is looking at the same thing and rooting for that to go up, the market will cause major drawdowns to make it seem less obvious or that the trade is over. The noise could even make some question the original thesis and ask themselves if they still have the same conviction as they did before. Those who pass the test will be rewarded simply by showing character and not falling into the trap. Think of it like waves that go up and down. Sometimes really big ones do come your way. But ultimately things settle down and flow in the natural direction of things. Fundamentals take over. $NBIS $MU $INTC $BE $MRVL
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