$PENG, $ONDS, $OUST: Are These the Next Conviction Trades?

The thing about trading (and life) is the best opportunities usually just fall in your lap.

Your only job is to take them, with conviction.

Reality is that 90%+ the "effort" of researching, hunting for ideas, and straining to get rich is wasted. Doesn't pan out.

It's bizarre. But year after year a handful of "no brainer" trades just emerge out of nowhere...catch even just one, and it typically can make up over half of my profits for the entire year.

Know that there will be certain window every year where a life-altering opportunity emerges. Maybe that's:

- $Intel(INTC)$ ~$20 when gov't took a stake

- $Micron Technology(MU)$ over $500 when memory was heating up

- $Victoria's Secret & Co(VSXY)$ going unwoke & ripping 200%

- etc etc...there's been a few this year.

Your only job is to see it and join it. It's fine it you're a little early, but have conviction if it has the *it factor*.

Couple candidates potentially emerging:

$Penguin Solutions, Inc.(PENG)$ - memory infra theme

$Ondas Holdings Inc.(ONDS)$ - drone + defense tech theme

$Ouster Inc.(OUST)$ - robotics theme

I love a good deep dive, but the biggest winners are usually the most obvious (if you can withstand volatility).