Jul. 23 at 7:32 PM
That's a lot of CapEx flowing into companies that are down 60%-70%.
The rest of the world is ramping spending too.
The opportunity:
Non-cyclical, long-term capital spending flowing into names that are not overcrowded and haven't already run 1,000%.
Still building positions in:
$LASR
$LPTH
$AVAV
$VELO
$KRMN
The next wave of infrastructure investment is expanding beyond traditional sectors.
Space, defense, autonomous systems, and aerospace technology are all benefiting from rising demand and long-term spending trends.
The biggest opportunities often appear when the market is focused on short-term volatility instead of long-term transformation.
