ALREADY 90% TO THE $1M GOAL -- HERE ARE THE LESSONS I LEARNED IN MY JOURNEY
I’ve gotten here through steady DCA and by picking early disruptors in secular growth themes with massive runway. When I started this account in 2023, there was no perfect trading blueprint -- just me, a love of research, and one mission: turn $100K into $1M. No team. No infrastructure. Just conviction and the belief that if I stayed disciplined, something real would come of it.
1. Volatility was the price of admission. You can’t be early to a revolution without feeling every swing in your gut. Disruptive technologies almost always look “overvalued” through traditional metrics -- the only question is whether they can dominate the next decade. And in that process, I learned: moats matter most. A nearly impossible-to-replicate advantage is the single most important factor in deciding where to place capital.
2. Technology doesn’t move in straight lines. It grinds, stalls, gets doubted -- then, almost without warning, breakthroughs hit like a lightning bolt. That’s why I anchored myself in management teams I trusted long before the fundamentals caught up. The goal: survive long enough to see the inflection points.
3. I made mistakes. I hesitated on secular growth themes I believed in, swinging too hard for moonshots while the easy doubles like $NVIDIA(NVDA)$ , $Meta Platforms, Inc.(META)$ & $Broadcom(AVGO)$ were right in front of me. I wanted nuclear exposure -- $Oklo Inc.(OKLO)$ , $Cameco(CCJ)$ , $GE Vernova Inc.(GEV)$ -- and drone names -- $Ondas Holdings Inc.(ONDS)$ , $Red Cat Holdings Inc.(RCAT)$ , $Kratos Defense & Security Solutions(KTOS)$ -- but I waited too long and was holding out for a “quantum moment,” the kind of fear-driven selloff we saw in $IONQ Inc.(IONQ)$ , $Rigetti Computing(RGTI)$ & $D-Wave Quantum Inc.(QBTS)$ when Jensen said quantum was 15–20 years away and the whole sector dropped 50% in weeks. That moment never came.
4. Let winners run. My rule is simple: when a stock becomes a multi-bagger, sell your initial risk, keep the profits, and ride it until the thesis breaks. I’ve done this with $Palantir Technologies Inc.(PLTR)$ , $CrowdStrike Holdings, Inc.(CRWD)$ , $Astera Labs, Inc.(ALAB)$ , $Rocket Lab USA, Inc.(RKLB)$ & $IONQ Inc.(IONQ)$ . The takeaway? In secular growth themes with huge runway and very few winners, early disruptors can compound aggressively. The CAGRs in these industries are absurd -- if you want exposure, you need the Tier 1 names. That’s why I haven’t sold a share of $Cloudflare, Inc.(NET)$ despite its eye-watering valuation.
Where I’m Positioned Now:
• $Palantir Technologies Inc.(PLTR)$ -- Operating System for AI
• $Amazon.com(AMZN)$ -- Ecosystem Powering the Digital Age
• $Axon Enterprise, Inc.(AXON)$ -- Command Center for Public Safety
• $Cloudflare, Inc.(NET)$ -- Gatekeeper of the Modern Internet
• $MercadoLibre(MELI)$ -- LATAM’s E-Commerce & Fintech Engine
• $Rocket Lab USA, Inc.(RKLB)$ -- Space Logistics Company of the Future
Defining Moments
Along the way, I’ve had defining moments -- going all in during the yen carry trade crisis (on margin) and turning that into a 67% gain in 2024, buying the dip hard during the tariff wars even though I knew AI infra spend couldn’t be flipped on overnight. I kept a 12% cash position because survival always comes first. Those moves weren’t perfect, but they moved the needle.
The Bigger Picture
This journey hasn’t just changed my portfolio -- it’s changed my life. Two years ago, I was working a stressful corporate strategy role at a Fortune 10 company, running on fumes, and looking for a lane to decompress. I started posting on X. That turned into a community. That community turned into opportunity.
And maybe the most satisfying part -- the same people who thought AI was a passing 3D-printing-style fad now see what I saw two years ago: the most important technology shift of our lifetime. Consumers feel it. The world’s waking up. And I’m sitting here, 90% to my goal, knowing it was never just about the money -- it was about arriving with conviction intact and the runway still ahead.
For whom haven't open CBA can know more from below:
🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!
Find out more here：
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.
- Terra_Incognita·08-12Congrats. Getting there and soon another journey begins 💪2Report