Markets swing between sectors. A solid thesis and strong conviction don't.
The crowd chasing semiconductors today? They'll be chasing your positions next.
Know what you own.
$OUST
Started getting back in low $40s after selling my full position at $63.
Short-term upside can still be limited, but long-term I see current price level as pretty attractive.
$35 and $30 is where I would add more
$AMPG
During recent dip I have completed my full position in the stock at an avg $5.86
Recent interview with the CEO brings a lot of optimism for the further growth of the company.
Currently looking forward to strong quarterly results.
@SpaceInvestor_D Same thoughts here.
The sentiment is not the most enthusiastic while the space sector continues to develop.
Simply compound and don't worry about short-term price action.
@EhrmantrautCap_ Sometimes I open a short-term leveraged trade less than 0.5% of my portfolio, but what they do in Korea is pure mania.
I believe it highlights how badly people want to reach financial freedom ASAP, and they are willing to put all they have on the line without thinking twice.
BlueBird 11 arrives at Cape Canaveral.
BlueBirds 12 and 13 will be following shortly. Next stop, orbital launch in the first half of August.πππππππππππππ
Execution in motion. Manufacturing at scale.
Built in Texas. Broadband from space. A market we invented.Β Β ππΆπ±πΊπΈ
#ASTSpaceMobile #Broadband #ConnectingTheUnconnected #BlueBirds
@techinvestoor Your recent posts put $CBRS on my radar.
Still doing my own deep dive on it, but I was wondering what is the one thing that made your conviction so strong with this one. Is it the mentioned ultra low latency compute, or maybe something else?