I started my postion in NOW around $100 in February when it didn’t feel good. What made me pull the trigger wasn’t a chart pattern it was smart money: insider and politician buys along with Jensen backing $NOW saying ai will only make the company stronger while the price reflected a dying company. independent signals pointing the same direction is not a coincidence, it’s information. Then semis mania hit. Every headline was chip earnings, chip upgrades, chip everything and software got quiet. It’s uncomfortable holding conviction when the market’s spotlight is somewhere else. But conviction isn’t built on what’s loud, it’s built on the signal that got you in and that signal hadn’t changed. So I stayed. I kept adding. And I’m proud I didn’t let the noise talk me out of a position I actually believe in. Fear tells you to wait. Hype tells you to chase. Smart money tells you when to act learn to listen to that one.
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