Did I get in at the bottom?

"I added Navitas Semiconductor (NVTS) on November 15 as an aggressive bet on the future of gallium nitride semiconductors. These wide band-gap semiconductors enable more energy-efficient power supplies and could become widely used not only in small consumer devices, but also in powering AI data centers. The stock's stellar performance in the short time since my pick has surprised even me (+103%)."

https://www.chaotropy.com/portfolio-update-full-speed-ahead-for-another-american-century/