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Added Two Space Names
I’ve added two new positions.
Space continues to be one of my main focus areas. And I want more exposure to it. That’s why I’ve added Gilat $GILT and Planetlabs $PL.
I’ve written about Gilat yesterday and PlanetLabs about two weeks ago.
Both are breaking out together with the entire space sector.
Previous Updates
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- Market Update: Nvidia’s Way Around Memory
- Weekly Market Update: LTCM 2.0
- Market Update: The Trajectory of AI Compute
- Weekly Market Update: Peak Earnings Season
- Market Update: Q2 Earnings Recap #1
- Market Update: DeepSeek 2.0
- Weekly Market Update: All Eyes On the Mag 7
- Weekly Market Update: Earnings Season Is Here
- Market Update: The FinTech Comeback
- Weekly Market Update: Halftime
- Market Update: The Robots Are Coming
- Weekly Market Update: The Broadening
- Market Update: The Break Point