Often, the biggest enemy in investing isn’t the market. It’s our own mind.

We get in our own way. We overthink. We hesitate. We come up with reasons not to act.

We tell ourselves things like:

This bull market can’t last forever.

This stock looks too expensive.

It’s already gone up so much.

These thoughts are normal.

As humans, we’re wired to look for danger. That mindset has helped us survive in the real world. But in investing, it can do more harm than good.

Most investment decisions are not about life or death. You’re not risking your life. But you’re risking your capital. Yes, losing money hurts. But it’s a normal part of the process.

If you want to grow your portfolio, you have to accept that some investments won’t work out. That’s okay. The goal isn’t to avoid all losses. The goal is to keep them small and let your winners make up for them.

Right now, we’re in a bull market. So don’t overcomplicate it. Focus on the best stocks in the leading sectors.

Here’s a quick look at some of the leadings stocks I’ve been highlighting & buying over the past few weeks:

Nvidia ($NVDA)

It’s the leading stock in the entire market.

It’s powering the biggest tech revolution in history AI.

Not much more needs to be said.

Robinhood ($HOOD)

The leading FinTech.

The best UX, lightning fast execution, and the main beneficiary of the retail investment boom.

That’s why it’s been one of my biggest positions for a long time.

Oracle ($ORCL)

The leading player in AI data centers.

I wanted to buy more after it broke out, which i missed unfortunately. But thinking about adding more here.

Credo Technology ($CRDO)

One the fastest growing networking stocks.

It provides key components for high-speed data transfer, making it a picks-and-shovels play on AI infrastructure.

I was tempted to add more, but my position is already large…

Strategy ($MSTR)

Bitcoin broke the day after I wrote about it. And so did most of the Crypto-related stocks like $MSTR or $COIN.

And it looks like it’s just getting started.

Centrus Energy ($LEU)

One of the top stocks in the nuclear energy space.

I highlighted it last week just as it was starting to break out, and it's been going up non-stop since then.

Nuclear remains a key theme to watch.

Futu ($FUTU)

The leading FinTech platform in China.

Futu operates in a massive market and has strong margins, growth, and engagement.

I flagged it just before the breakout.

Supermicro ($SMCI)

Still one of the key networking and AI infrastructure plays.

Yes, it has some accounting noise, but it's hard to ignore the growth and demand for its server products.

And there are many more…

If you like this round-ups, let me know and I’ll do more of them.