Hybrid Le🅰️f ⚡️

@RKLBMan $ASTS $RKLB $PL $AUR $QS $HGRAF for the win

What are your HIGHEST conviction stocks on a 5-10 year time horizon? Like the stocks that you absolutely don't care what the price is today. You KNOW it's going to be a multibagger years from now. Coffee can stock. For me, it's $RKLB (even with its current froth), $ASTS, and $NBIS. I also like to keep an incubator of the "next" potential high conviction stocks at small positions until my conviction is strong enough to go heavy.

@RKLBMan $ASTI still has the market cap of uncle Joe in a shed so I agree -> less than 1% of my portfolio. Interesting technology but space is hard and it needs consistent numbers. $HGRAF produces the highest purity fractal graphene. Endless applications and Nasdaq listing incoming soon.

@hybrid_leaf $ASTI is a no go for me until they start to scale revenue. I make more in my portfolio on a good day than they make in a year. So to me, that's an automatic no. I don't know $HGRAF. What do they do?

Portfolio update. I've made a few changes this week thanks to a massive space run. - Trimmed $RKLB. It's still over 50% of my portfolio. Ideally, it would be no more than 40%. - I'm out of $MELI. Great company. I'm realizing after a couple years, it's just a bad stock. (Probably a great time for you to buy - it'll 10X now). - Started a small position in $AMBA and $OUST for long robotics exposure. I need more time learning about these companies and this space, but they absolutely compliment each other. - Added more $AMPG calls as a bet. - Not touching $ASTS or $LUNR. I'm holding those into next year before i consider trimming. NFA of course.