Let's talk about the recent US stock market.

In the past six months, these are the few stocks I heavily hold: $MU $INTC $RKLB $SKHYNIX $GOOG $NVDA $COHR $LITE
It's not about waiting for the market to skyrocket before making a move; all my positions are established before the crowd gets noisy.
Before AI storage ecosystems are widely discussed, I've already been researching memory, HBM, CPUs, and optical interconnects. Before the rocket sector became a hot topic in the market, I had already positioned myself early with $RKLB.
True excess profits always belong to the minority who go against the trend:
1. When others panic, I buy the dip
During the week Iran attacked Israel, the whole internet was selling off, but I chose to buy the bloodied chips.
2. When others spread FUD, I add to my positions
When TurboQuant was released and Micron was hammered, I directly bought the dip with $MU; when the market was blindly FUDing Nvidia due to Google TPU's release, I instead confidently increased my holdings in $NVDA.
3. Seeing the essence ahead of the market
On the day TPU architecture was announced, I immediately increased my position in $GOOG.
No need to follow the crowd or guess; it's all about positioning before the noise rises and striking when others are fearful.