After seeing many companies, I increasingly feel that as a retail investor, the information you can obtain from public channels is very limited. You can't have the industry chain resources like Ming-Chi Kuo to judge TSMC and Apple's production capacity and performance forecasts through upstream and downstream orders; nor can you be like investment bank analysts who judge the competitiveness of corporate products and market feedback through first-hand key customer interviews.

Therefore, it is rare to have a No. 1 leader who frequently speaks out to express the company's vision and thoughts. The most representative is Elon, so I always feel that investing in TSLA with Elon is very fortunate, because the essence of investing in TSLA is investing in Elon's brain and vision, and he frequently expresses his views on X, so you are not in a black box.

The main reason I track and analyze BMNR is also because of Tom Lee, who frequently participates in media, podcasts, and forums to express his views, and I can obtain a lot of first-hand information, which is very helpful for understanding the company. Having such a No. 1 leader is also a scarce value of the company.

$BitMine Immersion Tech(BMNR.US)

$Tesla(TSLA.US)