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...
Space still needs:
-> More orbital rides...
-> Faster satellite builds...
-> Direct to phone bandwidth...
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.
With Treasury yields, oil prices and rate expectations keeping markets on edge this week, investors are once again thinking carefully about where to position next. There’s no one-size-fits-all choice in investing — and the same goes for Tiger Merch. This month’s hot picks are in, featuring the Tiger Toiletry Bag, Universal Travel Adapter, Tiger Umbrella and more favourites chosen by fellow Tigers.
Explore the Monthly Hot Picks in Tiger Coin Mall, now 12% OFF for a limited time.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
