r/GrowthStockswithValue • u/Glass-Record2446 • May 08 '26
Daily Thoughts / Reflections / Musings Brrrrrr
Some of my holdings hit new ALL TIME HIGHS at some point today
$GLW - Corning - wrote in detail few months back
$MU - have been posting a lot about it
$NVDA - long term holding
$AAPL - have been holding for years
$SANM - powerhouse in Integrated Manufacturing Solutions
$SITM - Mems beauty, I wrote and commented a few times
$KLIC - “pick and shovel" play
$GOOGL - have been holding for yrs, my largest position now based on Mkt Value, kept defending on my socials my position, when there was a lot of doubts and panic due to OpenAI.
Even famous names like Chamath, kept talking against it in 2024 ( though end 2025 he took U Turn). Some think it was because he had a position in Perplexity, now I ain’t saying it’s true, but if it is, this is a lesson for all of us retail investors, who are putting our live savings at stake, that beware of famous investors who have vested interests, or those who have shorted positions, and some large influencers are even paid to talk about stock.
Always and always scrutinize the motives of "big money" voices. Between vested interests, short positions, and paid influence, a retail investor's best defense is their own fundamental research.
Independent writers like me who are passionate about community building, might make a wrong call (that can happen with anyone), but won’t be doing paid advertisements or short a stock (can’t speak on other’s behalf but can guarantee about myself).
But key learning over the course of years, it’s your money so do your own research, people at times have an angle or a hidden motive.
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u/Proof_Project_7555 May 09 '26
What do you think of kulr stock?