RocketMan(@RKLBMan):This market has made me reevaluate and consolidate my portfolio into higher conviction names. For me, my core is: $RKLB $NVDA $NBIS $META $ASTS $SOFI $OUST And I dabble with holding other stocks as I research to build more conviction (or cut bait). Been looking for other names for a while now, and I honestly just don't see much opportunity. The AI trade is always interesting but so many names have run. I love other space/tech names but I'm already pretty over indexed. Sometimes doing nothing at all is the best move, while you wait to get hit over the head with a new opportunity. Now I wait.

2026.09.05 16:01

This market has made me reevaluate and consolidate my portfolio into higher conviction names. For me, my core is: $RKLB $NVDA $NBIS $META $ASTS $SOFI $OUST And I dabble with holding other stocks as I research to build more conviction (or cut bait). Been looking for other names for a while now, and I honestly just don't see much opportunity. The AI trade is always interesting but so many names have run. I love other space/tech names but I'm already pretty over indexed. Sometimes doing nothing at all is the best move, while you wait to get hit over the head with a new opportunity. Now I wait.