Used this week's pullback to step into some high-volatility names and improve positioning where the tape offered discounts.
$AST SpaceMobile, Inc.(ASTS)$ added at 67.77 and 73.18, new avg 64.99
$Ondas Holdings Inc.(ONDS)$ added at 7.69, new avg 8.09
$Applied Optoelectronics(AAOI)$ added at 153.05, new avg 107.19
$Kraken Robotics Inc.(KRKNF)$ added at 5.09, new avg 5.88
$Infleqtion(INFQ)$ added at 12.98, new avg 14.53
Nothing changed in the thesis, just got better entries on fear-driven dips. In these names, volatility cuts both ways—down 20–30% isn't a breakdown, it's often where positioning resets.
Will keep scaling as long as price stays in the accumulation zones.
Sharing the framework and levels—no paywall, just some structured positioning thinking.
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