Aug. 7 at 11:14 PM
This Week’s Disruptive Theme Tracker
One thing I pay close attention to is where capital is flowing.
Top-performing themes this week:
Defense Tech (+15.8%)
$AVEX +33%
$KTOS +29%
$AVAV +23%
Photonics (+14.8%)
$AAOI +46%
$AXTI +46%
COHR +43%
Tracking themes doesn’t predict the future.
But it helps identify where capital is rotating, which industries are gaining momentum, and where the next opportunities may emerge.
The biggest market moves often begin before the crowd notices.
Follow my profile for more AI infrastructure, disruptive technology, and market rotation analysis.
NFA. DYOR.