The Few Bets That Matter (@wealthyreadings): "Market's liquidity rotate. While photonics and names like $SOI and co ran to the moon, other verticals like space with $RKLB and $LUNR gave their retests. Our job is to identify those sectors and their winners, buy their retests while letting our winners run and cut our losers…"

Make money doing the work you believe in

Market's liquidity rotate.

While photonics and names like $SOI and co ran to the moon, other verticals like space with $RKLB and $LUNR gave their retests.

Our job is to identify those sectors and their winners, buy their retests while letting our winners run and cut our losers fast.

My goal right now, as both photonics and space are running and were my focus for the last month, is to find the next one.

I just shared an idea of what it could be, with how to play it.

The Real AI Bottleneck

This isn’t a new subject, this isn’t even the first time I have written about this, but this time is a bit more real as what was a narrative a year ago has now transformed into real spending and cash generation for the companies providing the right service.

The Few Bets That Matter

$LUNR and $FLY were my two go-to space related names since months, as the sector was clearly on an uptrend.

I had a clear plan on both: wait for their retest to build core positions. Both gave that retest and their stocks are now up 40% and 26% respectively, two weeks later.

The space industry has large narrative tailwinds with governmenta…

wealthyreadings.com/p/space-and-lithium-todays-…

May 11

6:59 PM

Make money doing the work you believe in

The Real AI Bottleneck

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