Jun. 23 at 7:25 PM
Category breakdown - positioning winners based on current momentum and relative strength across sectors. No hype, just tape-driven leadership signals.
Satellite connectivity:
$ASTS over
$SPCX - stronger infrastructure ramp and clearer commercial scaling path
Drone Defense:
$AVAV over
$ONDS - more established defense platform and consistent demand tailwinds
Health:
$HIMS over OSCR - faster growth trajectory and stronger retail expansion narrative
In volatile tapes, capital doesn’t spread evenly - it concentrates in the leaders. Stay aligned with strength, not lagging names.
Are you going to miss out again?