$Starfighters Space Inc(FJET)$   This is a innovative micro-cap in deep pockets, and, has a durable business. The stock has collapsed ~93% over the past year and ~86% in the last six months, and is now trading near its 52-week low. My primary stance is cautious — this is a high-risk, pre-revenue situation where the recent bounce looks like a dead-cat technical rebound, not a fundamental turn. What the company actually is Starfighters Space is a commercial aerospace company operating a fleet of F-104 supersonic jets. Its stated business is pilot/astronaut training, flight testing, and launch services, with ambitions in hypersonic research and space access. It's headquartered at the Kennedy Space Center in Florid

$ASML Holding NV(ASML)$   $NVIDIA(NVDA)$   $Lumentum(LITE)$   The road to 2027 is here, now. You should be buying the names, the market is selling, even on good news. So from that perspective, we like the semicap guys still, we like (ASML). I mean, their last print they guided for Q4 sales to increase 22 to 30%. And they're expecting that their fiscal twenty-six EUV sales are gonna be 65, targeting 85 and 27, and still have this potential for 110 EUVs in 2028. And so that's what underpins their fiscal 26 sales outlook, which is somewhere between 44 and