I've been adding to my positions in all four.
When you're convinced about a company's long-term prospects, pullbacks start to look more like opportunities than reasons for concern.
The idea is straightforward: accumulate more shares of solid businesses when the market offers them at a discount.
Volatility is just part of the game. Healthy corrections are normal, and investors who are ready for them often end up in a better position.
The companies I'm continuing to watch are $AST SpaceMobile, Inc.(ASTS)$ , $Rocket Lab USA, Inc.(RKLB)$ , $Ondas Holdings Inc.(ONDS)$ , and AAOI.
Each has its own set of risks, of course, but the long-term potential across sectors like space, defense, AI infrastructure, and next-gen tech still looks interesting to me.
Times like these are when patience and a clear focus on the original investment thesis really count, more so than getting caught up in the day-to-day fluctuations.
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