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How this investing method gave 73% gains in 45 days (Aehr Test Systems)

Name: How this investing method gave 73% gains in 45 days (Aehr Test Systems)
Uploaded: 2025-08-27T16:55:35Z
Description: Roy / Crossroads on X: @kross_roads The content on this channel is for educational purposes only and does not constitute financial advice. We do not provide recommendations to buy, sell, or hold any stocks, derivatives, or other investments. Viewers should consult a registered financial advisor bef

8/27/2025, 4:55:35 PM

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Economic Summary

Stanley Druckenmiller's 'invest, then investigate' approach advocates making a modest initial investment based on intuition or trusted sources, then doing deeper due diligence; this can capture outsized returns before broader market recognition, as with NVIDIA (NVDA).
In strong bull markets, delaying entry to perform extended analysis often causes missed opportunities and forces buying at higher prices; the speaker missed earlier gains in Rocket Lab (RKLB) after waiting to investigate.
Microcap situations can create high-conviction, catalyst-driven opportunities when the market oversells on transient issues (e.g., tariff noise); however, these names remain highly volatile and carry elevated risk, illustrated by the speaker's trade in Air Test Systems (AIR TEST SYSTEMS).
Practical position sizing—small initial stakes (around 1% of portfolio)—is recommended to ensure a name remains on your radar and justifies ongoing research without overexposure.

Bullish

Invest-then-investigate lets you capture early upside before broad discovery and price adjustment.
Starting with a small position (≈1% of portfolio) fixes attention and enables deeper subsequent research.
Early stakes in companies like NVIDIA (NVDA) captured substantial gains ahead of the AI-driven ramp.

Bearish

Microcap names can be extremely volatile and driven by one-off issues like tariff noise.
Spending weeks on due diligence in a bull market risks missing the move and paying a premium.
Rocket Lab (RKLB) may be trading at a premium after a rapid run from prior lows.

Bullish tickers

NVDARKLBAIR TEST SYSTEMS

Bearish tickers

AIR TEST SYSTEMSRKLB

NVDA

Bullish

Early investment captured the AI-driven ramp; example of invest-then-investigate succeeding.

RKLB

3 price targets

4710

Bullish

Growth thesis around Neutron rockets and expanding launch business attracted long-term investors.

Bearish

Rapid run from multiyear lows to double digits suggests the stock may now trade at a premium.

AIR TEST SYSTEMS

1 price targets

14.05

Bullish

Profitable, oversold after tariff noise with unique positioning and catalyst-driven recent gains.

Bearish

Microcap with tariff-related selloff and high volatility, not suitable for all investors.

People mentioned

CrossroadsStanley DruckenmillerSteve MandelJulian RobertsonGeorge SorosMatt Money