EconNotes
@EconNotes_
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Long-term investor π | Buy & hold mindset | Sharing my journey | $IREN early investor | Not financial advice |
Joined December 2021
Stocks on my 2026 watchlist with strong growth potential: β
$IREN β
$HIMS β
$FLNC β
$ZETA β
$AMZN β
$DLO β
$SOFI β
$AMD β
$NVDA β
$META β
$GOOGL A lot of AI, fintech, and platform exposure here. What would you add?
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The market gives you thousands of stocks to choose from. But most great portfolios are built from a handful of great decisions held for a very long time. Selection matters. Patience matters more.
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You have $250,000 to invest but you can only pick one: $AMD or $NVDA Which one are you buying?
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A realization I had recently: A lot of investing success comes down to temperament, not intelligence. Many people can analyze a company. Far fewer can hold it through 30β40% drawdowns without panicking.
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Would you rather invest $500,000 in a diversified index fund growing 7% per year or risk it all in a startup that could double in 5 years?
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Would you rather have $1,000,000 in cash today or a business that earns $25,000 per month for life?
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You get $100,000 but can only invest in one of these portfolios. Which one are you choosing? A) $IREN $HIMS $GOOGL B) $NVDA $META $DLO C) $PLTR $META $NBIS
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Most investors spend their time searching for new ideas. But many great portfolios are built by simply: -Finding a few exceptional businesses -Adding over time -Holding through volatility Sometimes the best strategy is less activity, more conviction.
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You can turn $500k into $2M in 6 years with just 2% per month. Small, consistent growth compounds faster than you think.
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If you could earn money in only one way which would you choose? $5 per second $300 per minute $6,000 per hour $100,000 per day
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My top 3 stocks to own by sector: AI hardware: $NVDA $AMD $AVGO AI infrastructure: $IREN $NBIS $CRWV Healthcare: $HIMS $OSCR $NVO SaaS: $ZETA $NOW $PATH Fintech: $DLO $SOFI $HOOD Energy: $FLNC $TE $EOSE What is missing that should be added?
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If you had to choose one AI-focused portfolio, which one are you picking? A) $IREN $NVDA $AMZN B) $NBIS $AMD $GOOGL C) $CIFR $META $AVGO
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Simple rule Iβm trying to follow more: Spend more time studying businesses and less time watching stock prices. One improves decision making. The other mostly increases stress.
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Interesting dynamic in markets: When expectations are extremely high, companies need to be perfect. When expectations are very low, they just need to be less bad than feared. Expectations drive a lot more returns than people realize.
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Something I try to remind myself: The market is very good at pricing what is obvious today. The real opportunity is in understanding what might be obvious 3β5 years from now. Thatβs where patience becomes an edge.
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Markets closed. Time to zoom out, review the week, and think long term. Happy weekend everyone.
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$500k invested at 2% per month β $1M in 3 years. $1M invested at 2% per month β $2M in 3 more years. You can turn $500k into $2M in 6 years with just 2% per month. Thatβs compounding at work.
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3 things that improved my investing results: -Buying less, but with more conviction -Ignoring daily market noise -Thinking in years, not weeks
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Quick question for investors: What has helped you more in the market? 1) Finding great companies 2) Controlling your emotions
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Stocks that I personally see as good long-term buys right now: $IREN below $50 $HIMS below $25 $ZETA below $20 $FLNC below $18 What would you add?
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