Added a few names this week where I think the selloff was more sentiment-driven than anything actually changing in the core thesis.
$Applied Optoelectronics(AAOI)$ - optical / data center connectivity exposure, still tied directly to AI infra buildout even after the reset in high-beta names.
$AST SpaceMobile, Inc.(ASTS)$ - space-based broadband network trying to connect satellites directly to mobile devices, still early but structurally interesting long-term.
$NEBIUS(NBIS)$ - AI infrastructure + high-performance compute/data center angle, riding the broader AI capex wave even through volatility.
$Ouster Inc.(OUST)$ - lidar for autonomy + robotics + mapping, high-beta but still aligned with long-term physical AI trends.
$ASML Holding NV(ASML)$ - core semiconductor bottleneck name, EUV monopoly remains intact regardless of short-term macro swings.
Not saying timing is perfect - just that the underlying stories haven’t really broken, even if prices have.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
