Jun. 30 at 7:54 PM
I will continue to hold these 5 stocks with the same confidence I had when I held Nvidia (NVDA) stock in 2020
$CIFR - high-beta infrastructure/crypto-linked growth
$CRWV - AI cloud capacity scaling story
$TE -energy transition exposure with long-duration tailwind
$NOW - enterprise software compounding machine
$OSS -edge compute + defense/industrial optionality
This is a patience-driven setup: let winners expand, avoid overtrading, and rely on time + trend alignment rather than timing precision.
The real edge is staying positioned while narratives mature, not rotating out early.
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