Jun. 17 at 5:58 PM
Trimmed my
$KOPN position today for a small gain.
Rotated that capital into
$ONDS, adding ~500 shares and bringing my total position to ~8,000 shares.
Still respect
$KOPN and may look to re-enter later depending on setup, but relative value here is hard to ignore.
$ONDS continues to trade at what I see as a heavily discounted level versus its long-term potential, and conviction has only increased on dips under
$10.
From a trading standpoint, this is a simple capital rotation decision: moving from a name I like to a name I believe is more mispriced at current levels.
And yes… the market always has a sense of humor-wouldn’t be surprised to see
$KOPN grind higher after this
