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Lin
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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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- Weekly Market Update: Rate Hikes
- Weekly Market Update: AI is Not Slowing Down
- Market Update: Has AGI Arrived?
- Weekly Market Update: Consolidation
- Weekly Market Update: September is Here
- Market Update: Nvidia Crushes Earnings
- Weekly Market Update: Yields
- Market Update: The Future of Biotech
- Weekly Market Update: Earnings Acceleration
- Market Update: The Next Generation of AI Infrastructure
- Weekly Market Update: New Highs
- Market Update: Nvidia’s Way Around Memory
- Weekly Market Update: LTCM 2.0