Thank you, yes that's one of my written post that I am proud of.
The message from that post is that stocks FRONTRUN their potential.
Solar is more widely adopted today (in China in particular) than 15-20 years ago yet the valuation of First Solar is nowhere near that of where it was then. Likewise with Tesla (EV) and ditto with NVIDIA (AI) eventually too.
So everytime we have a hype, can't stay too long invested in it because everyone is waiting thinking the peak will be when it becomes mainstream, history has shown it to be otherwise.
