Jun. 21 at 3:20 PM
5 stocks I will continue to invest in long term:
$OSS - rugged edge AI compute, high conviction infra play
$AMZN - cloud + e-commerce, still compounding at scale
$UUUU - uranium + rare earths, strategic energy cycle exposure
$TE - domestic solar manufacturing, policy-driven industrial shift
$ONDS - autonomous defense systems, next-gen defense tech exposure
No noise, just positioning and letting the cycle develop.
Next alert coming soon. If you’re not following with notifications on, you’re likely seeing the move after it already happened.