The Few Bets That Matter

The Few Bets That Matter

[New Position] My Strongest Conviction Entering 2027

One I have waited for all year.

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The Few Bets That Matter
Nov 10, 2026
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Two weeks ago, I shared my plan to put half of my net worth into one tech stock with better potential than most of the AI sector. It has outperform so far, and has the tailwinds necessary to continue doing so. It was, and still is, one of my biggest convictions of the year.

Today, the market is giving me another one.
One I have waited for all year.

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