This stock $CROX is the famous 'hole shoes' brand. It’s part of Li Lu’s portfolio. From $80 to $130, the logic is crystal clear. Valuation calculations are extremely precise, and the certainty is very high. Yet, in the corners of the market, almost no one has been talking about $CROX. The whole process feels as straightforward as elementary school math—addition, subtraction, multiplication, and division. This stock taught me that avoiding the hype can still lead to great opportunities. Also, Bank of America ($BAC) has doubled since early April. Doubled without much of a pullback. Has anyone in the market mentioned it? Nope. Everyone’s attention is on semiconductors, chasing the hype. But rate hikes = increased bank interest margins. If you think about it carefully, it’s short-term positive + extremely undervalued. Why couldn’t people catch this? When we talk about stocks at gatherings, most of them are products of crowded trades, products of FOMO-driven sentiment. Take SK Hynix ($HXSCL) this past month, for example. Independent thinking is far more valuable. This is especially true in the U.S. stock market.