The Strongest Stocks Live Inside the Strongest Themes $RKLB $ASTS $RKT $UUUU $MU

AfraSimon
02-05 12:49

"Stock picker's market"

I prefer to call it a theme picker's market...because the strongest themes are where the post powerful individual stocks live.

The themes I'm involved with right now are:

Space (catalyst being SpaceX IPO):

- $Rocket Lab USA, Inc.(RKLB)$

- $AST SpaceMobile, Inc.(ASTS)$

- $Tesla Motors(TSLA)$

Mortgage, housing, real estate:

- $Rocket Companies(RKT)$

- $Opendoor Technologies Inc(OPEN)$

Critical minerals, rare earths, domestic energy:

- $Energy Fuels(UUUU)$

- $United States Antimony(UAMY)$

Silver & copper (light positioning now).

Memory:

- $Micron Technology(MU)$

- $SanDisk Corp.(SNDK)$

Notice how I'm focused on the strongest leaders in the most liquid, narrative-driven themes?

Other themes like stablecoins (crcl), solar (fslr), and fintech (hood/sofi) will heat back up again in due time, but capital moves into where momentum already exists.

It's a thematic, catalyst driven market...enter the strongest stocks on dips + higher lows.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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