This might be the biggest "tell" of 2026 so far. So please, sit with this for a second:
I was at Easter lunch yesterday with my father-in-law.
This guy has been a investor for 30 years and spent his entire career in finance. Eventually, we started talking stocks. He’s up 2% this year, which, given the current market, is actually pretty solid.
But when I told him I was up 16% YTD, he almost fell out of his chair.
(hunch.. the numbers we see on X is NOT normal)
He got curious, obviously.
And look, I’m 30 years younger than him; I can afford to play a much riskier game. We sat down, and I literally wrote out my portfolio and my logic for every trade on a piece of paper.
Here’s the signal: He hadn’t heard of a single ticker I own. Not $NBIS, $IREN, $RKLB, $OUST, $RKLB, $ONDS or the 4 others. Nothing.
On X, we live in this bubble where we feel like we’re constantly behind. But in the real world?
Nothing has changed. The average investor has ZERO clue what’s actually powering the AI shift.
My mother-in-law: Just started investing last year. She’s all-in on $NVO and $LLY but has never even heard of $HIMS.
My mom: She loves "The Chat," but that’s as deep as her tech knowledge goes.
There is a massive generation of people with a ton of capital in the market, who haven't moved their money into this new cycle yet. We aren’t late, we are INCREDIBLE early.
The general public still doesn't see what's happening behind the scenes.
So take a breath. We’re miles ahead.
-BP
Please note. This is not financial advice.
