This year, the U.S. stock market has been a rollercoaster ride, but this is the best-performing account I’ve had. Google and Alibaba are my MVPs of the year . I did miss a big opportunity though—Western Digital was just over $60 when I looked at it in July, and now it’s already $100+. Back then, I figured that with AI development, the demand for data storage would increase, second-hand hard drive prices were rising, and production capacity wouldn’t ease up until mid-2026. The two most critical buy moves this year: - In May, when Google was under the heaviest pressure, and $BTC’s market cap surpassed Google’s. - In August, when I predicted Alibaba would win the food delivery war, I went heavy on Alibaba.