[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Shay Boloor [@StockSavvyShay](/creator/twitter/StockSavvyShay) on x 198.4K followers Created: 2025-02-22 17:20:41 UTC IF YOU’RE WONDERING WHETHER I’M ADDING $RKLB, $IONQ & $PLTR --HERE’S MY ANSWER I’ve been getting a lot of messages from subscribers asking if I’m adding to the recent flyers on this dip, even though I’ve already posted about it—so I wanted to share my response here as well. When I talk about AI, quantum computing, or space, it’s not a signal to buy immediately. These are multi-year, structural growth themes, not short-term momentum trades. I built my Palantir position at $8, Rocket Lab at $4, and IonQ at $7, meaning I positioned early -- before these names saw their validating price moves. The risk/reward dynamics are very different now, and my approach to adding more isn’t the same as when I first entered. That said, if you missed the first move in these stocks over the past year but still want exposure to these decade-long themes, the reality is that you may have to pay a premium compared to those who entered earlier. First movers take on more uncertainty before the market fully recognizes a company’s potential. By the time conviction sets in broadly, valuations often reflect that shift. My goal in sharing content around these sectors isn’t to push action but to provide insights that help you think strategically -- whether that means strengthening your conviction, waiting for a better entry, or choosing to stay on the sidelines until fundamentals fully align. These industries aren’t going anywhere, but timing matters. If a macro-driven selloff occurs or conditions shift in favor of the strongest players -- that’s when real opportunities emerge. I invest for years, not weeks or months. These aren’t trades driven by short-term sentiment but long-term positions built on industry leadership and transformative potential. Patience is key. This isn’t a sprint -- it’s a marathon. Because I was a first mover in these names, I have no urgency in adding on these dips. I built my full position before the FOMO kicked in -- before the market saw what I saw. Now, it’s about managing exposure, not chasing moves. XXXXXXX engagements  **Related Topics** [pltr](/topic/pltr) [coins ai](/topic/coins-ai) [$rklb](/topic/$rklb) [$ionq](/topic/$ionq) [$pltr](/topic/$pltr) [stocks technology](/topic/stocks-technology) [$qubt](/topic/$qubt) [Post Link](https://x.com/StockSavvyShay/status/1893350209389990373)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Shay Boloor @StockSavvyShay on x 198.4K followers
Created: 2025-02-22 17:20:41 UTC
IF YOU’RE WONDERING WHETHER I’M ADDING $RKLB, $IONQ & $PLTR --HERE’S MY ANSWER
I’ve been getting a lot of messages from subscribers asking if I’m adding to the recent flyers on this dip, even though I’ve already posted about it—so I wanted to share my response here as well.
When I talk about AI, quantum computing, or space, it’s not a signal to buy immediately. These are multi-year, structural growth themes, not short-term momentum trades. I built my Palantir position at $8, Rocket Lab at $4, and IonQ at $7, meaning I positioned early -- before these names saw their validating price moves. The risk/reward dynamics are very different now, and my approach to adding more isn’t the same as when I first entered.
That said, if you missed the first move in these stocks over the past year but still want exposure to these decade-long themes, the reality is that you may have to pay a premium compared to those who entered earlier. First movers take on more uncertainty before the market fully recognizes a company’s potential. By the time conviction sets in broadly, valuations often reflect that shift.
My goal in sharing content around these sectors isn’t to push action but to provide insights that help you think strategically -- whether that means strengthening your conviction, waiting for a better entry, or choosing to stay on the sidelines until fundamentals fully align. These industries aren’t going anywhere, but timing matters. If a macro-driven selloff occurs or conditions shift in favor of the strongest players -- that’s when real opportunities emerge.
I invest for years, not weeks or months. These aren’t trades driven by short-term sentiment but long-term positions built on industry leadership and transformative potential. Patience is key. This isn’t a sprint -- it’s a marathon.
Because I was a first mover in these names, I have no urgency in adding on these dips. I built my full position before the FOMO kicked in -- before the market saw what I saw. Now, it’s about managing exposure, not chasing moves.
XXXXXXX engagements
Related Topics pltr coins ai $rklb $ionq $pltr stocks technology $qubt