Matt Cerminaro

So you're looking at the bars in the past are full years.

So the amount of stocks in the S&P that doubled the count by year.

But 2026, this is we're like five months in and we've had 12 stocks double so far.

It's pretty incredible.

I mean, it's incredible that after we had two 20% up years in a row,

Again, we are having massive gains.

And I think the real theme of this year that is different than the past year is that everyone said, hey, we can't do another 20% year.

Like we're tracking right now to have back to back to back 20% up years.

And I think this idea that we as investors look backwards

and say, hey, just because last year we did 20% doesn't mean that we can't do it again this year.

Or I'm sorry, just because we had a 20% up year last year, we can't have one this year.

It's gambler's fallacy.

It's like betting red, red, red and expecting black next.

It makes no difference.

And that's just the environment we're in.

Sean and I were talking about this today.

If you ask the average person, should I buy or sell Micron right now?

I think the average person would say... What's Micron?

Would say...

Micron?