To The Moon

So I would suggest the biggest question on many investors minds with $NVIDIA(NVDA)$ and actually any other stocks that hit record highs is, should I buy it now at record highs or wait til it dips a bit? But will it dip Or go even higher. If I don't get in now will I miss out, or if it does dip will I regret buying it at today's price.

Well guys and girls, I have the answer to all these questions...

Where is this stock that's reached record highs going? Not tomorrow, next week or next month. Where is it going a year or five years from now.

Not an easy question to answer, it requires a huge amount of research. But anyone that says making money on the stock market is easy, is full of you know what. 

To uncover if a company is going to 10x for example, the past is a useful place to start. but that's only a small fraction of the research required. You must understand the future. I do this by looking at the industry the company is in, where that industry is heading, and most importantly I look at the strategies The company is deploying now, or has already deployed to capture the future potential of the industry. 

Three examples of this for me have been $IREN Ltd(IREN)$, $Palantir Technologies Inc.(PLTR)$ and $Rocket Lab USA, Inc.(RKLB)$.

Iren is my most recent purchase, it has secured Cheap power (a serious competitive advantage for a data center). It has built and building more data centers buying cheaper land close to power sources rather than customers. And it funded a lot of this by mining and selling bitcoin. Now it's stripping out the bitcoin mining operations in favor of supporting Ai compute. All these things together make for an insanely great strategy going forward in my humble opinion. 

Next, palantir. Its A very complicated company. But if I had to explain their business model to a three year old, well it makes money by saving other businesses more money than  their solutions cost. So for a three yo it's easy. You have 10 lollies give me five of your lollies now, and I'll give you 10 lollies next week. So you can eat the five lollies now, but you will still have 10 lollies next week. if next week you give me five of the ten lollies I gave you, well then the week after you get another 10 lollies. So you can have 10 lollies and eat them all now. Then you have nothing. Or 5 lollies every week forever, until your teeth all fall out, lol

Finally, rocket lab. The end to end space company. They launch rockets into space, they build satellites, they design software to manage assets in space. They make the essential components for satellites that other companies need to build their satellites. And in the next few years, they will be building their own satellite constellation. And they do it all faster, better and cheaper than everyone else in the industry.

But all three of these companies are at or close to all time highs. So let's return to $NVIDIA(NVDA)$ which is also at record highs. Should you buy now?

Well, where is it going long term? What is its  future potential. What's the future of the industry it's in? Has the boat sailed and you missed the party. Or was the boat just out on a 10 day cruise, and you just missed the first party?

On this point, I will actually offer advice. And no I'm not an investment advisor. I'm just an investor with a few ideas I believe are worth sharing to help my fellow tigers.

See I got into rocket lab cheap, in retrospect very very cheap. The dca is complex because it's in my retirement account, and been brought, sold and transferred between brokerage accounts. But it's still around a $4 dca. And I had no choice, I had to trim it because at one point it had gone up so much it represented over 70% of my portfolio. It's a Rocket company that is still not profitable. But it's a unicorn, absolutely hated trimming, and it's more than doubled since then. rocket lab is currently trading around $66, should I buy back in now? I can't, it still represents too much of my portfolio.

But let's talk about the other two, and then Segway back to NVDA. Palantir I was late on, in retrospect not late at all, but at the time I felt I was very late to the party when it was trading at $69, now it's close to $200. 

Iren, well I did not like it a year ago At omg I think it was like $4. Now I love it at $60. And I'm buying. And I'm also still buying palantir. Both are as I said earlier are at highs.

So what's my strategy? And if you have the conviction about NVDA what should your strategy be. I'll make it simple. 

If you have done the DD on NVDA, but are concerned it mite drop, do what I did with palantir and now Iren. If for example you could only afford 1 share in NVDA today for $200, don't do it. Instead buy 0.1 share for $20 and for the following 9 weeks. in ten weeks you will own 1 share. In week one you have skin in the game. This means, you are not watching you are invested. As the emotional investor this is huge. If your initial investment went from $20 to $15, well you spent the week learning way more about NVDA, and if you believe the drop was unjustified then at $15 it's a Bargin. If instead it went to $25, then you are ecstatic cause you were right. 

I know all this sounds very simplistic, but that's how emotions work. unfortunately while emotions are simplistic, they overwhelm rational thought. To control emotions is, as I have learned... difficult to impossible depending on the situation. So set up some rules, that override the emotional response.

Let's go down the intelligent investor road for a sec. You are dollar cost averaging into the stock. It's pricy atm, so don't throw everything at it. put a bit in, and learn, if your learning is on point, add a bit more, and keep adding bit by bit. If your knowledge and conviction, and not your emotion, goes to warp 9. We'll go hard. 

As your knowledge grows about a specific company you will identify idiots talking about your company, and they will illuminate your convictions. but also ppl that have your level of knowledge, they will inform your decisions going forward. I'm not talking fan boys, plenty of them, more concerned with click bait than intelligent discourse. 

This is my opinion on the road to being a successful investor. Like, subscribe and share lol

@MojoStellar @TigerWire @Tiger_SG @TigerTrade 

If you have got to the end of this article, great. I am very interested in how people relate to my thoughts. My articles are focused on exploring investment ideology, over detailed financial intel, number crunching etc. 

while I rarely dive deep, I easily can. Tend to focus on very broad philosophy. I give examples but without depth. Do you like this? Or would you prefer greater depth? Ah also, I mentioned 3 stocks here two that have had insane to great returns one that I believe will be fantastic, and NVDA that I'm invested in but actually have way more in AMD. 

most stocks im in have done very well, I have different benchmarks though depending on how I catagorise them. A few that suck too. Totally open to wrighting articles on the failures too, and lessons learned