Shyon
10-01
This year has been incredible for high-growth names, and I’m glad I caught some of the momentum. $NEBIUS(NBIS)$ has been one of my best performers with its AI infrastructure deals, and I also rode $IONQ Inc.(IONQ)$ as quantum computing gained attention. These plays showed how fast markets reward companies aligned with disruptive technologies.

At the same time, I’ve been watching underperformers like $Trade Desk Inc.(TTD)$ and $Lululemon Athletica(LULU)$ . They might look tempting after a 50% drop, but I think catching a falling knife is risky when fundamentals are still weakening. I prefer waiting until earnings or guidance show a clear bottom.

Overall, this year reinforced my strategy: focus on megatrends like AI and quantum computing, while keeping an eye on beaten-down names for potential recovery. In a market where winners can rise 10x and others lose half their value, sector positioning makes all the difference.
@Tiger_SG @Tiger_comments @TigerStars @MillionaireTiger

5x Winners vs. 50% Losers: Buy High, Ride Higher? Or Buy Low, Go Big?
Two-thirds of this year have already passed, and many companies have seen 10x gains. We’ve heard that many investors around us have made good profits this year. Which of these high-performing stocks have you managed to catch? On the other hand, there are also some stocks that can’t be ignored—they’ve been cut in half even as the broader market keeps hitting record highs. These companies have fallen nearly 50% YTD. Is it a good time to buy the dip now?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap
Leave a comment
18