Jun. 22 at 12:13 AM
Long-duration positioning framework: 24 stocks I believe are aligned with the next 5–10 year structural growth cycle.
$IREN — Strong Buy
$CLSK — Strong Buy
$PATH — Strong Buy
$ONDS — Strong Buy
$RCAT — Strong Buy
Not every name will work, and that’s part of the model. The goal is asymmetry - a few major winners driving long-duration portfolio compounding over time.
If you’re not following with notifications on, you’re likely seeing the move after it already happened