My top 3 core holdings — $PLTR, $NVDA and $AMD — account for more than 90% of my portfolios combined. $NVDA and $AMD made all-time highs today. $PLTR is next. In a bull market, patience and conviction in the right stocks pay off if you know how to read them fundamentally and technically and ignore all the market noises and fake furus on X. Over the past three years, plenty of people trashed these names. Every time they pulled back and gave a discount to buy and accumulate, the same voices said the move was over. Those discounts were the entries, not the exit! It is not easy to be a bear here. You pay twice: once by missing the parabolic uptrend, and again by refusing the discounts that funded the next leg. The cost is not just being wrong. It is missing the compounding.