To The Moon

Let me be clear: I’m still a permabull. That hasn’t changed. Not for a second. Because we’re not at the end of a cycle -- we’re at the dawn of the 4th Industrial Revolution. AI, robotics, quantum, intelligent logistics, precision manufacturing, autonomous infrastructure -- these aren’t hype cycles. They’re structural shifts. They’re rewiring the foundation of enterprise, defense, consumer behavior, and national strategy. And we’re still in the early innings.

But being a permabull doesn’t mean being blind to the reality of today. It means understanding the volatility within the trend and using it to your advantage. It means not panicking when conviction gets tested -- and not ignoring that we’re about to enter a period where even the strongest companies get thrown out with the noise.

You have to hold both truths at once. That the future is full of exponential opportunity. And that the present is about to feel disorderly, punishing, and in some cases irrational. And in that gap -- between what we know is coming and what the market thinks is breaking -- is where the real work gets done.

Because these next few months? That’s when my future self is going to be most grateful. Not for staying optimistic -- but for acting disciplined. For adding to high-conviction names like $Palantir Technologies Inc.(PLTR)$ , $Axon Enterprise, Inc.(AXON)$ , $Snowflake(SNOW)$ , $CrowdStrike Holdings, Inc.(CRWD)$ , $Cloudflare, Inc.(NET)$ , $Amazon.com(AMZN)$ -- not because they were trending, but because they were mispriced. Because their narratives got drowned out by macro noise, even as their execution remained airtight. Because I knew they weren’t just riding secular tailwinds -- they are the tailwinds. And when the fog lifts, they’ll be the ones still standing, stronger, leaner, and further ahead.

This is the hard part of being early. The part where the world hasn’t caught up to the thesis yet. Where the multiple shrinks even as the TAM expands. Where price dislocation makes it feel like conviction is wrong. But it’s not wrong. It’s just out of sync. And when that sync returns -- when the macro backdrop stabilizes, when guidance resumes, when the fear gets priced in -- these are the names that will reprice first.

So no, I’m not trying to catch the bottom. I don’t need to. I just need to be present in the moment where the spread between narrative and reality is at its widest. And that moment is coming fast. You can already feel the coil tightening -- valuations compressing, positioning thinning, liquidity vanishing. All it takes is one shift -- a signal, a surprise guide, a subtle policy pivot -- and the reversion begins.

And when it does, I want to already be holding. Because the runway is still there. The adoption curves are intact. The cycle is just getting started. And when we look back on this period, it won’t be remembered as the time everything broke -- it’ll be remembered as the time everything reset.

And I want to be able to say I was there -- not just watching, but adding.

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