To The Moon

So as you can see by the screen shot below, this year has been a roller coaster. Coming out on top with a 46% return, but a few days back it was only 26% YTD. I think many other tigers may have similar stories, I'd love to here yours. 

I'm not big on listening to market predictions, they are generally wrong. I suppose the biggest one is the Ai bubble. I think those that are predicting a major crash in Ai in 2006 are full of shite. I certainly will not be going out and buying more speculative Ai or chip stocks. But I'll continue buying $Palantir Technologies Inc.(PLTR)$ , $NVIDIA(NVDA)$ , and $Advanced Micro Devices(AMD)$. Just DCA into what's the cheapest every week. 

But I also see major synergy between industries. So I'll also keep buying power infrastructure, energy infrastructure, and storage solutions. And certain space companies. This to me is the future, and yes most are very expensive even on forward multiples. 

But to me future infrastructure although it requires significant and ongoing costs, will provale. We are only beginning to scratch the surface of future Innovation with Ai, Ai compute in the form of data centers, and the final frontier which is space. That's the sexy stuff. But we also need the infrastructure to power the revolution. Solar power and wind power need storage solutions like old school batteries. Wind power needs oil, solar cells need coal. batteries require the mining of minerals. To truly believe that our "new" energy is somehow clean and green, well I'd argue that if you believe that, you are not thinking.

My investment thesis going forward into 2026, let's call it my personal prediction. Logistics, oil, gas, mining, and related infrastructure. But also Ai, and Ai infrastructure (Like power). Plus space and space infrastructure to support communication and monitoring, for now.

So it's companies like $Rocket Lab USA, Inc.(RKLB)$, black sky, asts space mobile and Iren, also maybe eos energy. That might be worth your DD. 

All have performed exceptionally for me this year, my only bad decision in hindsight was venture global, potentially the largest producer And exporter of LNG in the world. a few rather massive law suits there that could impact on their bottom line to the tune of over 4 billion. But it's muddy waters, and they did get around 20 billion selling gas on the spot market in 2022, pre production, shell, bp and a few other are arguing that they had contracts in force. Not boring you with the details, I'll just make one point.

Know everything you possibly can about the company your investing in, way easier to ride the waves of misinformation then. Brought more VG today btw. And I'll keep adding small bits. Today's paper loss is next years ya baby! Good things take time, and patience provided your original investment thesis still holds