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No. of Recommendations: 4
Hard to say if this will be a smart move or if I will now just be one of those jerks making comments about the overpriced market while missing out on gains for the next X years


Is that a thing?

I have already started my list of "what I want to buy when it all crashes down" and there are so many.
But good to be prepared.

First, I think companies can be great stocks, but some are:
1. essential/critical to their industry and ecosystem
2. just simply the leader in their industry/ecosystem, but moat is questionable

NVDA may be a #1.
TTD may be a #2.

But if a #2 at least has a few years before I think anything can truly disrupt them, then I can ignore it a bit.

So my list includes, but not limited to, at the moment:

Some I wonder about being big in the future, and in a crash might get irresistibly low: STEM, ABCL, DLO, ONDS

Some companies I think will be future FANG types, even if I don't get excited about them today: ZM, PLTR

Still a work in progress. Interesting that former Dreamer favorites NVDA and TTD are still on that list. Bias or prescience?

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