To The Moon

🚨 2024 Yearly Portfolio Update 🚨

• Growth Portfolio : +$223,099 | +67%

• $Invesco QQQ(QQQ)$ +25%

• $SPDR S&P 500 ETF Trust(SPY)$ +23%

• $iShares Russell 2000 ETF(IWM)$ +10%

• $ARK Innovation ETF(ARKK)$ +8

The energy of 2024 was unmistakable -- a year where markets surged with strength and resilience, cementing gains that defied expectations. Yet, as we step into 2025, the story grows more intricate, layered with complexity and defined by an undercurrent of volatility. This isn’t a detour; it’s the rhythm of the market reshaping itself. The opportunity? Immense. The risk? Equally so. Only those with the patience to see the bigger picture will thrive in this evolving landscape.

Looking back, 2024 exceeded my expectations. After a remarkable 87% return in 2023, I tempered my outlook, anticipating a more restrained year. Yet, the results told a different story -- 67% returns driven by early positioning in AI, space, and quantum computing. These gains were hard-won, built on recognizing emerging leadership and riding runaway themes. The challenge ahead is one of patience, resisting the allure of quick profits and holding for the broader, transformative moves that define this era of innovation.

AI continues to be the defining revolution of our time. The first wave, which dominated 2023, was infrastructure-focused. GPUs, compute systems, and hardware firms became the backbone of exponential growth, laying the groundwork for AI’s meteoric rise. These companies fueled the engine of progress, capturing outsized returns as they built the tools that powered this technological shift. But as with all revolutions, evolution is inevitable, and AI is transitioning into its next phase.

This second stage shifts the spotlight from infrastructure to applications -- software innovations that breathe life into AI’s raw potential. Industries will be reshaped, creativity augmented, and the very fabric of how we work and live will be redefined. Unlike the cyclical nature of hardware growth, this phase introduces permanence. It’s not just a trend -- it’s a lasting transformation that offers generational opportunities for those who identify the leaders of this new frontier.

Agent-driven AI is leading this charge, poised to disrupt traditional software markets in ways that were unimaginable just a few years ago. Businesses are leveraging these agents to create bespoke solutions, launch new ventures, and dismantle long-standing barriers to entry. The pace of change is staggering --code generation is accelerating at a rate never seen before, boosting demand for cloud infrastructure and data management systems. However, even these markets will face disruption as AI matures, offering tailored solutions that challenge the relevance of legacy platforms -- the future belongs to those who adapt, innovate, and embrace the shift.

Layered over this technological transformation is a macroeconomic backdrop filled with uncertainty. The Federal Reserve has begun cutting rates, and I anticipate more aggressive action than consensus suggests -- potentially exceeding three cuts in 2025. This could provide a significant tailwind for equities, but persistent challenges remain. Yields are stubborn at 4.5%, the dollar continues to climb, and bond markets face heavy bearish sentiment. Something must give. My expectation? Falling yields will unlock relief for broader markets -- setting the stage for renewed growth.

Compounding this complexity is political uncertainty, with potential trade wars, tariffs, and global instability under a Trump administration. These disruptions may shake confidence in the short term, but they also create fertile ground for accumulation in high-conviction names. A correction early in the year -- a pullback of 5-10% -- wouldn’t surprise me. These dislocations, while unsettling, could serve as the spark for broader market participation, driving the next leg of growth as markets recalibrate against a shifting macroeconomic and geopolitical backdrop.

Despite the turbulence, the foundation for long-term gains is strong. Easing bond pressures, rate cuts, and improved market breadth lay the groundwork for meaningful progress. The playbook for 2025 will demand adaptability, sharp attention to macro signals, and a willingness to view volatility not as a threat, but as an ally. If 2024 was a year of steady gains, 2025 will be one of tempered victories and hard-fought opportunities. The path ahead requires strategy, discipline, and a readiness to act when the moment calls for it.

After two full years of sharing my portfolio publicly, during which my holdings have increased by 212% -- I’ve decided to reserve detailed updates for my subscribers. Moving forward, I’ll be only posting my daily portfolio updates exclusively after the bell for those following along through my subscription. Here’s to navigating the year ahead together and uncovering the opportunities 2025 has to offer 🥂