Pullbacks are where portfolios

Joanne Elinor

06-30

Pullbacks are where portfolios get built, not where conviction fades.

While sentiment swings toward fear, I'm watching for dislocations, not the headlines.

$Ondas Holdings Inc.(ONDS)$ - exposure to defense and comms robotics, still under-owned.

$Energy Fuels(UUUU)$ - uranium play for the nuclear restart cycle.

$One Stop Systems(OSS)$ - edge and AI hardware, high beta but with an asymmetric setup.

$T1 ENERGY INC(TE)$ - Tier 1 energy, early-stage positioning for the energy transition.

$Applied Optoelectronics(AAOI)$ - optics cycle tied to AI infrastructure buildout, in a recovery phase.

Not chasing strength—accumulating weakness where the risk/reward resets.

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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