Apr. 28 at 12:22 AM
BeanFlagship Autopilot update: rotated into 5 names with asymmetric setups across AI infra, energy, consumer, defense, and insurance.
$PLTR - expanding gov AI footprint as food security + national security converge (USDA modernization deal narrative fueling long-term infra thesis).
$VST - AI = power trade. Grid + baseload now being treated as national defense layer. Energy scarcity = pricing power.
$NKE - oversold legacy giant. Pure mean reversion bounce setup.
$AVEX - rotating from Ondas into drone defense exposure as budgets accelerate and UAV becomes frontline tech.
$LMND - earnings catalyst incoming Wednesday, positioning ahead of volatility expansion.
Curious about the full approach?👉 Check the @MeanReverter_
