2025 was a year that started with confidence from last year’s gains… but March and April tested everything — discipline,seriousness, and belief in my own thesis. Yet, the clarity of framework and conviction in the approach paid off. Out of the entire universe of stocks lists, shortlisted Candidates were $Taiwan Semiconductor Manufacturing(TSM)$ , Google, MSFT, Amazon basically anything which is roughly 30X or less Averaging right, not blindly — that made all the difference. ⸻ What Worked • MAG 7 low-PE opportunities delivered when the market mispriced fear. $Alphabet(GOOG)$