Conviction Beats Luck Every Time I consider myself extremely lucky to have identified several true 10× stocks early on. In particular, $PLTR and $NVDA now represent more than 75% of my various portfolios. That said, surviving—and thriving through—drawdowns and volatility often exceeding 50% over the past three years had very little to do with luck. It came down to three things: deep conviction in the thesis, the patience to stay the course, and strict discipline with dollar-cost averaging (DCA), even after building my initial positions back in 2023. In the end, picking great stocks is only part of the equation. What truly drives outsized, compounded returns is the ability to hold through turbulence with unwavering patience, rock-solid conviction, and consistent, disciplined buying—luck plays almost no role in the long game!