Jun. 25 at 4:49 PM
Warren Buffett: selling just because a stock is down is usually not a sound framework.
Watching a basket of high-beta / thematic names into 2026:
$RCAT - monitoring ~
$6 area for risk/reward
$ASTS - watching ~
$55 zone for continuation setup
$ONDS - ~
$6 level as key structure area
$NNE - ~
$16 zone tied to nuclear/energy narrative
$ARQQ - ~
$22 speculative quantum exposure
This is a high-volatility thematic basket - not all names move together, and timing matters as much as conviction.
Drawdowns don’t automatically equal opportunity - structure and confirmation matter in these cycles.
