We Bought at $66. Nvidia Followed...

Last June, I told Premium subscribers to buy a semiconductor company that most of Wall Street had written off. The stock was trading at $66.

The AI trade had rotated away from it. Sentiment was cold, but the thesis was simple: this company builds the plumbing that connects every major AI data center on the planet, and the world was about to need a lot more plumbing.

Ten months later, Nvidia wrote a $2 billion check to partner with that same company.

The stock doubled, making it a Moonshot Ride.

For those of you who are new, here's how the Moonshot Ride system works. When a position in the Moonshot Portfolio doubles (100%+ gain), I tell Premium members to sell half. That sale recovers your entire original investment. The remaining shares ride for free with zero capital at risk.

This is now our 6th Moonshot Ride since I launched Premium in March 2025. The six positions currently riding on house money are up 185%, 160%, 140%, 132%, 102%, and 101%.

Across 27 positions taken in 13 months, we've closed 11 trades. Every single one was a winner, but that stat alone sounds too clean, so let me give you the full picture.

We currently have six open positions underwater. One is down nearly 30%. Another is down 18%. They're all visible in the Premium portfolio, and they've been visible the entire time because I like to publish my wins and losses.

Despite some of the 6 open positions being down, here's why that doesn't break the system. Our average winner gains 55.8%. Our average loser loses 9.9%.

The winners are 5.6 times the size of the losers.

Our worst open position would need to fall another 156 percentage points before it offsets a single Moonshot Ride.

So that gives us a 78% win rate, and the winners are nearly six times bigger than the losers.

If you're reading this as a free subscriber, everything above this line is yours. The diagnosis, the framework, and the track record.

That's what I give away three times a week, and I'll keep giving it away because I believe the macro thesis I'm publishing is too important to have behind a paywall.

But Premium Members, scroll down for more. You'll find the specific Moonshot Ride action on our latest position, including what to sell, what to hold, and why this stock still has room to run even after doubling.

The specific names, the entry prices, the sell alerts, the Moonshot Ride actions, the full portfolio with real-time guidance on every position, that's what Premium is for. And it's what turned a $66 entry into a 102% gain in ten months, with Nvidia effectively confirming the thesis by investing $2 billion of its own money.

One more thing, in case you’re on the fence and thinking about it.

I announced yesterday morning that the Premium price is going up. Every current subscriber is grandfathered at their current rate. I’ve never raised prices on Premium members.

If you join before the increase takes effect, you're grandfathered in, too.

Same price, locked in, for as long as you’re a Premium Member. But once I raise the price, that’s it. No extensions and no grace period, which is why I’m letting you know with plenty of advanced notice.

This isn't a sales tactic, it’s just that the product has gotten better, and the track record justifies it. Six Moonshot Rides, 75% win rate, zero closed losses, and a portfolio that's been ahead of every major move in commodities, AI infrastructure, and critical minerals for over a year.

The price should reflect that.

If you've been on the fence, this is the last window at the current rate, and you can join now before the price goes up soon.

Premium Members, scroll below for the latest Moonshot Ride. Congratulations to everyone who followed along. Please email me, as always, and let me know how you did with this trade. I love to hear your stories.

Double D

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