From Cash to One Big Bet

I sold everything.

Not because I knew what would happen — but because I knew what could happen.

… the market didn’t crash.

And when the dust settles I’ll get back in.

Now we’re in the worst place possible:

uncertainty without resolution.

That’s not a trading environment.

So I stayed in cash.

But then something interesting happened.

A deeply misunderstood company — written off for years — suddenly sits right at the intersection of:

AI infrastructure

geopolitical decoupling

6G dominance

And the upside?

Potentially 3–4X from here.

In this video I break down:

Why this market is currently uninvestable

How to think about not getting whipsawed

Why cash is a position

And the one asymmetric idea I did act on