Pullbacks are where portfolios get built, not where conviction fades.
While sentiment swings toward fear, I'm watching for dislocations, not the headlines.
$Ondas Holdings Inc.(ONDS)$ - exposure to defense and comms robotics, still under-owned.
$Energy Fuels(UUUU)$ - uranium play for the nuclear restart cycle.
$One Stop Systems(OSS)$ - edge and AI hardware, high beta but with an asymmetric setup.
$T1 ENERGY INC(TE)$ - Tier 1 energy, early-stage positioning for the energy transition.
$Applied Optoelectronics(AAOI)$ - optics cycle tied to AI infrastructure buildout, in a recovery phase.
Not chasing strength—accumulating weakness where the risk/reward resets.
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