People have asked how I'm approaching the next few months, and the answer is pretty straightforward. I'm staying focused on the long-term thesis.
My targets are still:
$Cipher Mining Inc.(CIFR)$ at $40, IREN at $120, $Rocket Lab USA, Inc.(RKLB)$ at $150, $Ouster Inc.(OUST)$ at $60, $Ondas Holdings Inc.(ONDS)$ at $25, AAOI at $200, $NEBIUS(NBIS)$ at $400.
It's not going to be a straight line up. Things like this carry a lot of volatility, uncertainty, and market noise. But the underlying thesis hasn't changed. AI infrastructure keeps getting built, the space economy is still expanding, defense technology continues to advance, and next-gen infrastructure is still being deployed.
The market tends to reward patience once the fundamentals catch up. I'm not panic selling. I'm holding.
Not financial advice. Always do your own research.
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