Added a few names this week where I think the selloff was more sentiment-driven than anything actually changing in the core thesis.

$Applied Optoelectronics(AAOI)$  - optical / data center connectivity exposure, still tied directly to AI infra buildout even after the reset in high-beta names.

$AST SpaceMobile, Inc.(ASTS)$  - space-based broadband network trying to connect satellites directly to mobile devices, still early but structurally interesting long-term.

$NEBIUS(NBIS)$  - AI infrastructure + high-performance compute/data center angle, riding the broader AI capex wave even through volatility.

$Ouster Inc.(OUST)$  - lidar for autonomy + robotics + mapping, high-beta but still aligned with long-term physical AI trends.

$ASML Holding NV(ASML)$  - core semiconductor bottleneck name, EUV monopoly remains intact regardless of short-term macro swings.

Not saying timing is perfect - just that the underlying stories haven’t really broken, even if prices have.