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【Investor Story】Healthcare professional goes all-in on full-time stock trading, heavily invested in AI stocks and rakes in over HK$2 million!

How did a healthcare professional transform into a full-time investor earning over $2 million a year? How did he spot a company—when its stock was just $10—as a future core player in AI infrastructure and hold a heavy position for more than a year? The AI wave is only in its 'third inning'—where will the next breakout opportunity emerge?

This episode of [Investor Story] features a full-time investor who earned over $2 million last year and added another 50% return in the first half of this year.@今晚準備食龍蝦(referred to as 'Lobster Bro' below), who shares how he uses CEO earnings calls to get ahead of growth stocks and his long-term investment thesis on the AI wave!

Friendly reminder: This article is rather long; it’s recommended to like and bookmark it for careful reading. There's a surprise waiting for you in the interactive section at the end!

1. From White Coats to Stock Charts — Leaving My Medical Career Behind to Become a Full-Time Investor

Q: Could you introduce yourself first?

A: Just call me Lobster Brother. I used to work full-time in the healthcare industry. After seeing consistent success in my investments, I transitioned to full-time stock investing this year. I’ve been investing for about five years—my first one or two years weren’t very profitable, but performance gradually improved. In the first half of this year, I achieved roughly a 50% return. The healthcare sector itself is actually great and highly promising—it wasn’t due to any issues with the industry. I simply wanted more personal time to spend with my family.

I now focus mainly on long-term investments, favoring companies with solid fundamentals. That said, I also engage in day trading and execute short-term trades daily. I’ve set myself a daily profit target of around 1–2% of my total portfolio—not too aggressive. My primary focus is U.S. stocks, though I also invest in Hong Kong-listed stocks, albeit to a much smaller extent.

2. Getting In Early at $10 — Heavily Positioning in APLD to Capture a Core Player in AI Infrastructure

Q: You delivered strong returns in the first half of this year—what were the key trades behind that performance?

A: One of the major contributors to my gains in the first half of this year was $Applied Digital (APLD.US)$ ; I also traded some AI-themed and hardware-related stocks, such as $Micron Technology (MU.US)$ 、 $Western Digital (WDC.US)$ in the memory segment, along with other widely watched AI-focused companies.In the first half of the year, capital clearly flowed into AI hardware, data centers, memory, and power-related sectors—stocks aligned with these core themes performed quite well.

Q: There are so many AI-related companies—why did you specifically focus on APLD?

A:I make it a habit to listen to the CEO’s earnings conference call each quarter to gain deeper insight into the company’s strategic direction.Futu provides direct access to a wealth of financial data and company information, which is extremely helpful for my research.

I noticed that $Applied Digital (APLD.US)$ in 2025, its core business was Bitcoin mining. At that time, Bitcoin surged significantly, leading to strong results,but in 2026, the company pivoted its core business to AI data centers.At that time, $Applied Digital (APLD.US)$ had already made early deployments, so I began building a position when the stock was around $10 and continued adding to it as the price rose.

Dr. Jensen Huang stated early on that AI is the fourth industrial revolution.I believe $Applied Digital (APLD.US)$ the company’s direction aligns very closely with Dr. Huang’s vision for the AI ecosystem, which is why I chose to take a significant position—I’ve held it for over a year now.$NVIDIA (NVDA.US)$

Q: When a stock price declines, how can I tell whether it's a buying opportunity or a sign of deteriorating fundamentals? Are there any technical pattern warning signals?

A: $Applied Digital (APLD.US)$ always carries a relatively high speculative componentsmall-cap growth stocks, when the underlying stock has risen excessively, I hedge by buyinginverse ETForcash positions. I hold both the underlying stock and inverse ETFs, $Tradr 2X Short APLD Daily ETF (APLZ.US)$ primarily toprotect profits。

When negative news causes the stock price to drop but fundamentals remain unchanged, it’s actually a good opportunity to buy on weakness.In terms of technical patterns, I pay close attention to one calledParabolic price movement—stock prices surge rapidly over an extremely short period. This pattern often reverses just as quickly, presenting a strong opportunity for contrarian trading.For example, a few weeks ago, memory chip-related stocks rose more than 300% in less than a week before quickly pulling back. $Micron Technology (MU.US)$$SK hynix (SKHY.US)$$SK Hynix (000660.KR)$$SanDisk (SNDK.US)$$Samsung Electronics (005930.KR)$

3. Dual drivers of fundamentals and technicals—the core logic for stock selection and holding

Q: When researching a new stock, which financial metrics do you focus on primarily? And which technical analysis tools do you commonly use?

A: First, I alwaysconfirm that the company is profitable,The second step isand understand what type of investor I am.. My main focus isCorporate earnings，especially the 10-K annual report.

In terms of financial metrics—I always look atP/E ratio.

I prefercompanies with a P/E ratio around 20 to 25x.For emerging companies without profits, we need to look at other business metrics:

① Whether they have new products and whether they’ve received investments from major companies like the Mag 7—endorsement from big companies means they’re spending money, which is very important.

② Look at whether revenue growth and gross profit are consistently improving year over year.

③ Most importantly, cash flow—companies without cash flow carry extremely high risk, and this is one of the most critical metrics in my view.

Regarding technical indicators—I mainly look atRSIandMACD。

Doingduring intraday trading,the chart time frame must be1-minute and 3- to 5-minute's，needs to be verypatience,wait untilthe MACD indicator shows a bearish signal before considering buying. Additionally, if a stock rises to a historical high, I will wait for itto pull back 20% to 30%before buying again; this approach has worked very well in practice.

Q: After buying a stock, what signals do you use to determine whether it’s worth holding? Do you have any insights on options?

A:The most critical thing is listening to the CEO’s earnings call every quarter.

I place great emphasis onCEO stability, I preferCEOs who have been in position for more than five years. Frequent changes in CEO or CFO indicate unclear company direction. I trackwhether EPS maintains annual growth of 20% to 25%, and consider taking 30% profit when the stock breaks to a new all-time high, then re-enter after a pullback.

$Applied Digital (APLD.US)$It’s not profitable yet, but I remain optimistic.It’s somewhat like early-stage electric utilities—unprofitable during the build-out phase, but once it scales profitably, the stock price could surge. It continues expanding data centers, and both contracts and EPS are growing. Previously, $Palantir (PLTR.US)$ it made me a substantial profit, but I sold due to its excessively high P/E ratio.

Regarding options, I buy one- to two-year expirationsLong-dated options, with small positions, primarilyused for rotation or hedging. I don’t like high-risk speculative trades. Options require precise market timing and advanced technical skills—beginners are advised to practice first using Futu’s paper trading.

IV. Stop-loss, Rotation, and Position Sizing – A Risk Management Philosophy Forged Through Drawdowns

Q: Did your account experience significant drawdowns in the first half of this year? How did you handle such volatility?

A: Warren Buffett often says everyone experiences emotional ups and downs—and I’m no exception. Because I hold some ETFs in my portfolio, my position volatility tends to be higher, and I’ve had unrealized losses reaching six figures.But if your thesis on the company remains sound, you should hold firm.。This year’s market has moved like ocean waves—drawdowns of 10% to 20% were followed by rebounds, creating many opportunities. I believe the most important thing iseffective position sizing., and be confident that what you're buying isa company with solid fundamentals。

Regarding position management, I follow several principles:

1. For asset allocation, consider allocating50% to index funds，and the remaining 50% to carefully selected individual stocks, specifically five core stocks plus one speculative stock—avoid excessive diversification.

2、Inverse ETFs are better suited for short-term trading, as they suffer from daily decay and have high beta, resulting in significant volatility; don't allocate too much capital, as the profit window is very brief.

3. If you encountera significant pullback, it's time toconsider cutting losses and exiting the position。

4. Avoid chasing entries at high levels,wait for a 20% to 30% pullback before deploying capital, which will yield much better results.

Q: When fundamentals remain unchanged, should I average down, while also always implementing stop-losses? How do I reconcile these two approaches?

A: A stop-loss is always mandatory.However, if the fundamentals haven't changed, you should instead consider adding to your position.That said, if a stock shows little progress after holding it for over a month, I gradually sell it, as the market experiences sector rotation—capital flows tend to shift approximately every six months.If your stock hasn't moved for a long time, it's likely due to poor timing when you bought it, or the market simply isn't heading in that direction. Be courageous enough to admit your judgment was wrong.

A stock may currently lack investor interest, but if the company continues to generate profits, this is merely a temporary market phenomenon. As long as fundamentals remain sound, the market will eventually assign it the correct valuation.

5. AI Is Still in the Third Inning – Three Major Opportunities for the Second Half Revealed

Q: Which sectors and themes are you most bullish on for the second half of the year? What’s your outlook on upcoming IPOs of AI unicorns like OpenAI?

A: I personally have at least 20% of my portfolio allocated to AI-related stocks. Based on Jensen Huang’sfive-layer AI architecture theory, I believe we should continuedeploying AI peripheral products. Using the baseball analogy,AI is actually still in the third inning—it has a long way to go.Many banks and institutions say AI infrastructure development will take 20 years, so this AI wave is long-term and significant.

For the second half of the year, I’m particularly bullish on three areas:

（1）AI Infrastructure： $Applied Digital (APLD.US)$ I remain optimistic about this sector. Its current underperformance is due solely to macro factors (geopolitical tensions, oil price issues), not fundamental problems.

（2）Cybersecurity: Current networking components have security vulnerabilities, and there are two major companies in the market $CrowdStrike (CRWD.US)$ 、 $Palo Alto Networks (PANW.US)$ , which have been steadily rising despite the overall decline in the hardware sector—worthy of close attention.

（3）Robot: This segment hasn’t truly kicked off yet, $Tesla (TSLA.US)$ and represents the next wave of opportunity.

In addition,Leading Hong Kong-listed tech and internet stocks also deserve attention in the second half of the year.These companies are currently under market pressure and trade at relatively cheap valuations, but investors should focus on those with strong moats and dominant market positions. Data is wealth—the companies that own the most data, combined with competitive moats, will ultimately emerge as winners, such as $TENCENT (00700.HK)$ 。

As for private AI companies like OpenAI, I believe they will eventually go public one after another.Demand for these companies in the market will increase significantly at that time, potentially drawing capital inflows from other sectors.Just like$SpaceX (SPCX.US)$ On its listing day, it surged by over $200; many investors who had assessed its fundamentals in advance would rush in, leading to a noticeable market reaction in the short term. However, in the long run, performance will ultimately depend on the company's quality and fundamentals.

6. Advice for Beginners

Q: What advice do you have for new fellow investors just entering the market?

A:First, don’t fear losses; choose strong, high-quality companies; and understand what type of investor you are.Younger investors can take on more risk and allocate more to growth stocks, while older investors may prioritize stable income and hold more dividend-paying stocks.

Always start investing with a small amount of capital—the younger you are, the better. As Buffett once said:“Time is your greatest weapon. Consistent investing and learning will allow time to help you surpass many others.”You might not perform well in the early stages, but you should continuously improve through ongoing learning.Most importantly, just jump in—don’t wait until you have enough capital to start. Begin with small amounts and gradually build up your experience and confidence.

We hope Long Xia Ge’s transformation journey—from a healthcare professional to a full-time investor—and his practical insights on uncovering growth stocks through CEO earnings calls and heavily investing early (at $10) in AI infrastructure, will inspire fellow investors! The AI wave is only in its 'third inning'; opportunities for those who are prepared are still abundant.

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Disclaimer: This content is based on an interview with@今晚準備食龍蝦Accept@牛友有料到and the images in this article were provided by@今晚準備食龍蝦Provided and authorized for use. The article case is for reference only and does not constitute any investment advice. The information related to the article does not form any industry or indicator recommendation; the individual stock information and introductions represent the user’s personal opinion and do not constitute any stock recommendation. Past performance of individual stocks is not indicative of future results. The stock market involves risks, and investment should be approached with caution.

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