My long-term, highest convicti

My long-term, highest conviction stocks are:

$CoreWeave, Inc.(CRWV)$ - Exposure to AI cloud / hyperscaler, still early in the compute outsourcing demand curve.

$SoFi Technologies Inc.(SOFI)$ - Vertically integrated fintech scaling deposits, lending, and its digital banking ecosystem.

$Rocket Lab USA, Inc.(RKLB)$ - Space infrastructure and launch services benefiting from commercial satellite expansion.

$Palantir Technologies Inc.(PLTR)$ - Enterprise and government AI platform with a strong data moat and long-duration contracts.

I'm invested in all of these, and I have absolutely no doubt that every single one will outperform the market over the next three years.

What are your top long-term holds right 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.

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