Jun. 30 at 2:30 PM
A list of my highest conviction stocks to hold for the long-term:
$NBIS - hyperscale AI infrastructure exposure, still early in cloud compute re-rating phase
$CRDO - high-speed connectivity + data infrastructure layer tied to AI bandwidth expansion
$ZETA - data-driven marketing platform benefiting from AI advertising efficiency gains
$OSCR - healthcare disruption + digital insurance model still in profitability discovery phase
I am invested into all of these, and I have absolutely no doubt that every single one will outperform the market over the next three years.
Which are yours right now?
Sharing framework and levels - no paywall, just structured positioning thinking
