Core Investment Philosophy - Investing in the stock market requires extraordinary patience, as demonstrated by Warren Buffett's transformation of Berkshire Hathaway from a struggling textile company into a diversified holding company, resulting in a $1,000 investment in 1965 being worth over $42 million today, showcasing the power of compounding returns over time [1] Growth Companies - The lesson emphasizes that when a genuine winner is found, it is crucial to resist the urge to sell, as small growth companies can evolve into mid-cap powerhouses and eventually stable, dividend-paying large caps, creating significant wealth for patient shareholders [2] Company Highlights - Intuitive Machines: Dominates the lunar economy with successful Moon landings and exclusive contracts, positioned to benefit from the developing multitrillion-dollar space economy as lunar missions accelerate [5] - Palantir Technologies: Leverages AI to solve complex data problems for governments and Fortune 500 companies, with its Artificial Intelligence Platform driving explosive commercial growth and creating high-margin revenue streams [6] - Rocket Lab USA: Provides end-to-end space solutions, capturing multiple revenue streams across the space value chain, with a reliable rocket and expanding reusability program for the small satellite market [7] - Serve Robotics: Leads in autonomous delivery with sidewalk robots generating revenue in major cities, partnered with Uber to enhance distribution and address last-mile delivery challenges [8] - Archer Aviation: Pioneers electric vertical takeoff and landing aircraft for urban air mobility, with a $6 billion order backlog and partnerships with major operators, aiming to transform urban transportation [9] - Joby Aviation: Complements Archer in the eVTOL space with advanced aircraft technology and a partnership with Toyota, achieving significant regulatory milestones and operational testing [10] - Rigetti Computing: Develops quantum computing systems with cloud-based access, positioned at the forefront of the quantum computing race, offering exposure to a technology that could revolutionize various fields [11]