My 2026 YTD just fell from 410% to 248%. Here's why I'm happy about it (no joke) :) Whenever the market tanks (especially $NBIS, even when I have no position lol), the bears love to celebrate, dunk on me and call me and other Nebius bulls pumpers and scammers. A few people asked me to update my YTD. Sure, happy to be transparent! 2026 YTD is currently down from 410% to 248%. I also updated it in my X bio. But I actually see this as a huge win and confirmation that I did a good job trading, and here's why: 1) My highest-conviction stock, $NBIS, is up 84% YTD. I'm very happy to have ~3x that performance, which makes me feel like all the active trading over just holding Nebius and chilling was worth it. 2) My portfolio is down LESS from its ATH than my favorite names. I don't only care about my performance, but also about my future expected performance, which is tied to how much upside I see in my favorite stocks. If $NBIS goes down 50% and I "only" go down 30%, I see it as a big win, because I did a good job Nebiusmaxxing and now have higher expected upside. That's why I'm often super happy when we crash, as long as I crash a little less. Because at the same time my expected long-term performance increased. I also often go to cash with part of the portfolio and go back all-in too early. I almost never catch the perfect bottom, but I'm often very close to trimming the top or entering near the bottom. People who follow me can confirm this is factually true and not just a claim. My timing the last 2 years an 100+ trades has been pretty good. In my view, being roughly right and not missing the next rally should however be the main focus! That's where 80% of the gains come from, not from buying 10-15% lower and catching the bottom 1 out of 10 times. 3) At the end of the day, I'll tell the bears a little secret: my internal benchmark is 3x the $QQQ, which is at +15%. I'm not gonna lie, I was dreaming of a 1,000% return this year, which now looks very unlikely to impossible, but the nights where I cry myself to sleep for only being up 248% are quite rare, and I still somehow make it through the day ;) Last but not least: I'd love to hear from the AI bears. What does your YTD look like this year, or last year, or the year before? Will you also fully transparently share all your trades with me and the community? Every single buy and sell in real-time with alerts and 3rd party verified? Anyone? No? Not one bear does this? Interesting. After nailing the last few weeks, you must be crushing it, right? Show those numbers! If you're beating me or AI bulls in general, I promise I'll shut up, study your takes and learn from you 🫡 I'm not being sarcastic.