Building Conviction While the Market Panics: 10 Names I’m Backing for the Next Cycle (Part I)

If your investment horizon is measured in years rather than months, there are a few names that stand out to me at current levels.

This is Part I of a series where I walk through the ten names I’m building conviction in for the next cycle — why now, why these, and how I’m sizing them.

The rest of the list, with entries and risk levels, is on Patreon.

The Next Leg of the AI Trade: Why I’m Positioning Early in Power

Good morning, traders and investors. Before we get into the setup, let me say something clearly: I’m here to help you and guide you through the market, not to make promises I can’t keep.

The next leg of the AI trade isn’t just in the chips — it’s in the power infrastructure feeding them. I’m positioning early in select power names ahead of what I think is a multi-year buildout.

Want the full breakdown, tickers and levels? The complete post is on Patreon.