Aug. 22 at 3:40 PM
$KRMN $VIAV $GTE $ABVX $CHYM Karman benefits from aerospace and defense demand, Viavi benefits from communications testing and network investment, Gran Tierra remains tied to oil production and prices, ABVX advances vaccine technologies, and CHYM remains highly speculative. I'm watching defense contracts, telecom capex, oil prices, clinical milestones, and liquidity.