Trading themes. Years ago I learned the power of finding a theme before the masses. Ultimately stocks trade off earnings. The good news is most theme stocks have none. Why is this good? You can’t pin a value on them and during their run it’s all up to emotion. That’s why we have seen solar, rocket, cannabis, EV and Quantum stocks make wild moves. The valuation is up to the imagination. This worked for me when I found this silly little company $VTIQ that I bought at 11-13 dollars. It became Nikola. I sold around 60 and rolled it into $XL and $HYGS. I said, most will think this is the next Tesla and yet  I have no clue if Nikola is even in business 2 years from now. Here is the catch, perhaps the most important!!! They don’t have earnings. There is nothing concrete to help them on the downside. No earnings, often minimal revenue to create a valuation. Thus nobody knows the lows either! It all comes down to taking profits and letting someone else catch the top. Never drink the kool-aid !!!