Thanks to AI coding, a complex learning process is now much simpler. I filtered the top 7% YTD stocks from 2000–2026 (including delisted ones), get 1400 stocks, and visualized them with TradingView Lightweight Charts, featuring auto-marked highs/lows and direct period displays. Browse by year or symbol, even delisted stocks from the last decade like $LVGO and $TWTR are fully accessible. Once I refine the charting and annotation features, I will open-source this learning project.

Read the Market Wizards chapter on Kristjan Kullamägi this weekend. The one section that really stood out was when he discussed his drawdown off of his 2021 peak. "I started 2020 with $3.5 million and ended the year at $36 million. It was a thousand percent year. Then I ran that $36 million to a high of $105 million, and the last portion of that move from $65 to $105 million occurred in just a month and a half. For a brief period, just a few days, I was over $100 million. You have to understand what that did to my psyche. It made me feel completely detached from reality. I thought, “I’m going to get to $200 million in six months.” I was completely sure of that. I started seeing trading as a video game, which I kept winning. Measured from my $105 million peak in November 2021 to my mid-2022 low, I lost approximately $60 million. About half of that loss represented the late 2021 retracement of the large open profits at the November peak to the stops on those positions. The initial retracement loss was so large because I was leveraged long at my peak. My long exposure was $150 million—a number I recall because I remember bragging about it to a friend" These boom and bust type tales are as old as time. Look at Jessie Livermore as the classic example. Net worth of $0 in 1906 to a peak of $1.6 billion (inflation adjusted to 2021 dollars) in 1929. Just 5 years later he blew up and owed $104 million dollars to his brokers... Or look at Paul Tudor Jones. Hit one of the most legendary trades in history, making roughly $200 million dollars during the 1987 crash. It cemented him as a legend. His mental coach Tony Robbins said that Jones consistently lost money for the next 4 years after that peak. Dan Zanger parlayed $10,000 into $42 million during the late 90's. Then in late 2000 he took a 70% drawdown when he was 200% long 3-4 fiber optic stocks as the dot-com bubble was popping. Charles Harris reached 8-figures status after he ran up his account over 4,000% from 2020-21, then experienced a -80% drawdown, mostly due to his big TSLA bet in 2021-2022. I have seen a few people speculating on Kristjans story from the outside. Saying "I would have stopped trading at $100 million" or "I would have just taken that money and started investing". To those people I ask if you have ever experienced a real euphoric run in your trading account, let alone turning 5k into 100mil? Extreme winning streaks like the ones above breed overwhelming euphoria and overconfidence. The mind shifts its focus from process to outcomes, with ego-driven decisions overriding risk parameters and rules. From my experience I have found it near impossible to be aware of this at the peak of the run. It is almost like you are blacked out and the greed/ego completely takes over your trading. Then the drawdown begins. The emotions shift from euphoria and greed to revenge, fear, and doubt. This is where things can really start to spiral out of control. It is only after the drawdown has run its course that you finally come back to your senses and your emotions drift back towards baseline levels. Then all you're left with is regret... Few people ever talk about what a big winning streak can do to you. It can literally change the way you think and operate. Often the ability to achieve super returns is also its biggest drawback—a true double-edged sword. To be able to conquer both sides is the holy grail... From the Hour Between Dog and Wolf by John Coates: "When traders enjoy an extended winning streak they experience a high that is powerfully narcotic. This feeling, as overwhelming as passionate desire or wall-banging anger, is very difficult to control. Any trader knows the feeling, and we all fear its consequences. Under its influence we tend to feel invincible, and put on such stupid trades, in such large size, that we end up losing more money on them than we made on the winning streak in the first place. It has to be understood that traders on a roll are traders under the influence of a drug that has the power to transform them into different people."

What Qullamaggie said before when market was very overbought always one foot out of the door, stay cautious but not bearish "I’m always one foot out of the door, since the markets are kinda extended, and every indicator is saying very overbought. But the thing is, if we go into a blow off move, looking at the Nasdaq, everyone’s been calling to top for years and years. What if we start speeding up, what if we speed up and go to like 11k, 12k, just like in the late 90s? So I don’t think there’s any reason to be bearish. Cautious yes, but bearish? Absolutely not. Until the strong price action in the indices change, and in my long positions change, you know, that’s when I sell. But right now, things are acting really well, and that’s why I’m heavily invested right now."

I can’t stress this enough if you want to maximize profits trading this environment . . . Turn off the news or at least don’t hold an opinion of the market based on it. Trade price. Seems obvious but you’d be surprised how many people just can’t do it.

I see a lot of young bucks flashing P&L on here whenever we have a hot week. I used to be in this camp until some deep thought had me realize how much I was stunting my own trading growth in the process. The dopamine hit you get from announcing your wins subconsciously replaces the drive needed to continuously achieve them. In this game you need to maintain that sense of raw hunger above all else. They say there's only two days in Jail - the day you're in, and the day you're out. Trading is similar in this fashion, the only two numbers that matter are what you came with, and what you leave with. Until then, we're all just in the battle. Was listening to Derek Sivers TED talk on keeping your goals to yourself which sparked this tweet. "Publicly announcing ambitions can give you a premature sense of identity or accomplishment, which reduces motivation to actually do the work." Instead, I keep the focus on the Art of Trading. The physical execution. The X's and O's. The numbers are the numbers as a result of this and only this. @OliverKell_ talks about "sustained ruthlessness," in his book. I love that so much. It speaks to the need to keep the raw hunger day in and day out. Keep the hunger. Stop flashing the $$$. It will only lead to much more of it. Just my two cents. 🫡

$AKAM announced a leading U.S.-based frontier model provider committed $1.8B over seven years for its Cloud Infrastructure Services. CEO Tom Leighton said the deal further validates Akamai’s role as an AI infrastructure provider.

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Hut 8 Signs $𝟗.𝟖𝐁 AI Data Center Lease for Texas Beacon Point Campus - $HUT $NVDA 👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬: ➤ Hut 8 commercializes first phase of 𝐁𝐞𝐚𝐜𝐨𝐧 𝐏𝐨𝐢𝐧𝐭 AI campus in Texas. ➤ Signs 𝟏𝟓-𝐲𝐞𝐚𝐫, 𝟑𝟓𝟐 𝐌𝐖 lease with high-investment-grade tenant. ➤ Base-term contract valued at $𝟗.𝟖𝐁, rising to $𝟐𝟓.𝟏𝐁 with renewals. ➤ Total contracted AI data center capacity expands to 𝟓𝟗𝟕 𝐌𝐖. ➤ Campus designed to support up to 𝟏 𝐆𝐖 of utility capacity. ➤ Facility engineered to 𝐍𝐕𝐈𝐃𝐈𝐀 𝐃𝐒𝐗 reference architecture for hyperscale AI. ➤ Expected average annual 𝐍𝐎𝐈 contribution estimated at ~$𝟔𝟓𝟓𝐌 upon stabilization