Dear Income Trader,

Think these guys know what's going on?

Listen carefully…

This is one of the greatest markets we've ever seen. Why? Because the analysts and so-called experts don't grasp the strength of what's happening.

That's why we're getting these insane re-ratings all over the place.

Arm Holdings (ARM), Dell Technologies (DELL), Qualcomm (QCOM), DigitalOcean (DOCN), Snowflake (SNOW), Datadog (DDOG), Akamai (AKAM), GE Vernova (GEV), Micron (MU), Lumentum (LITE), Coherent (COHR), Nebius (NBIS), and on and on.

They're scratching their heads.

You think these are normal moves for stocks? No. But when the people who guide the rest of the investing population are confused, this is what happens: upside crashes.

The appetite for compute is insatiable, almost infinite. Seriously. That's creating incredible opportunities for those who can think exponentially.

Six months ago I said Apple (AAPL) would sell out of minis. They did. I said Dell would sell servers like they're crack. They are.

Again, it's not IQ. It's about shaping your mind to what's possible.

I'm not saying stocks always go up. But if you can only think in linear terms, you're done.

As soon as these guys throw in the towel and understand structural versus cyclical, it's time to get the heck out.

Enjoy this.

It's a great time to be six months ahead of the people who are supposed to be shaping sentiment and expectation in markets.

Here for a good time AND a long time,

Hans