Anyone done serious DD and ridden a catalyst wave for serious gains, be it playing a market overreaction, capitalising on hype or fears or other trends/cyclicality? What was it? Or did you maybe pull out too early or only dip your toes?
Do you have any rides you deeply regret missing? (I know I do).
Some of the catalysts I rode:
Contrarian:
\-Facebook Cambridge analytica scandal
\-Netflix fears of competition
\-Peak pandemic fears
Hype:
\-AI infrastructure
\-Nuclear
Trains I got out of too early/missed completely
\-Recent memory bottleneck
\-EU military boom
Catalysts I got burned on entering too late
\-Weed legalisation
\-2021 ARK fund…