AI Chance: Dip the Stocks Deserved

I think today's a good day to remind you that the unfathomable forecasts we're seeing from the biggest technological revolution of all time overpower whatever macro guess you decide to make.

10-Y yields are high yes but $iShares iBoxx $ High Yield Corporate Bond ETF(HYG)$ is holding up fine.

Also a reminder that $Applied Optoelectronics(AAOI)$ is close to an inflection point where the r/r makes complete sense for the buyer at ~1.3x FY28 sales.

A reminder that robotics and space themes are going nowhere.

Robotics still needs:

-> A 300x increase in actuation & bearings... $RBC Bearings(RBC)$ & $Regal Rexnord(RRX)$

-> A growing perception market...

$Ouster Inc.(OUST)$ still has a $70B TAM

-> Magnets & rare earths...

$MP Materials Corp.(MP)$

$USA Rare Earth Inc.(USAR)$

Space still needs:

-> More orbital rides...

$Rocket Lab USA, Inc.(RKLB)$

-> Faster satellite builds...

$Redwire Corp.(RDW)$

-> Direct to phone bandwidth...

$AST SpaceMobile, Inc.(ASTS)$

That's just a couple of examples but just don't forget we're in the middle of the biggest technology revolution in history.

Dips should increase bullish bias...not decrease it.

Markets are always moving - and sometimes, the best move is knowing what works for you.

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