Analyzing US stocks is about momentum—not just price momentum, but business momentum.

Some companies don't just grow; they accelerate. Revenue growth speeds up, user adoption increases, margins improve, and market confidence strengthens at the same time. When multiple positive factors align like this, the market often begins to revalue the company more aggressively.

On the other hand, momentum can slow down just as quickly. Growth rates normalize, competition increases, or macro conditions shift, and suddenly investor expectations adjust downward. This is why I think it's important to understand whether a company is in an acceleration phase, a peak phase, or a deceleration phase.

What makes the US market so dynamic is that momentum is constantly shifting between different sectors. Technology, healthcare, energy, financials, and consumer stocks all go through cycles of leadership depending on economic conditions and investor sentiment.

In my view, successful investing is not only about identifying strong companies, but also about recognizing where we are in the cycle. Timing matters, but context matters even more.

The challenge is that momentum is easy to see in hindsight, but much harder to identify in real time. That's why combining patience with observation is often more effective than reacting emotionally to short-term moves.

At the end of the day, the market rewards those who can stay aligned with trends while managing risk and avoiding overreaction to noise.

Do you think momentum or valuation plays a bigger role in driving stock prices in today's market?

I believe momentum has become increasingly dominant—especially in tech-driven markets. Valuation gives you a reference point, but momentum reflects the collective recognition of changing fundamentals. And when a company has true business momentum, the market often finds reasons to justify higher multiples.

Take NVIDIA as a perfect example. Its business momentum over the past several years—accelerating revenue, exploding demand for AI compute, expanding margins, and a widening moat—has consistently surprised even optimistic forecasts. Valuation alone would have suggested caution, but momentum told the real story of a company reshaping an entire industry.

That's why I'm sharing my US stocks win with NVIDIA.

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