May. 14 at 5:04 PM
So much action these days, you almost go into a panic over the thought you missed something. Too many movers to choose from. Even having a top 75 list of what’s worked on the year doesn’t provide much comfort, that’s more of a lagging indicator. New leaders are arriving weekly. Look at what
$AIP $FPS have done recently,
$PENG,
$SIVEF,
$LPKFF, etc. It’s a constant process of educating yourself. I’m not just happy with MU/BE/GEV/PWR/AEHR/AAOI/TER/NBIS/TTMI/SIMO/EWY/COHR/VIAV/VRT/RKLB, I want to find companies that will outperform those the rest of the way. The themes that have worked thus far - memflation, space, photonics, automated test equipment, pawn shops/discount retailers, engineering and construction, data center cooling, etc. - will surely give way to something new. But will I even see it? I still feel like I’m late to each theme.
