Recently, I've been circling around $Archer Aviation(ACHR.US) $Unusual Machines(UMAC.US) $Kratos Defense & Security(KTOS.US) $Aerovironment(AVAV.US) and $Aureus Greenway(AGH.US). It feels like this wave of defense and drone themes in US stocks is rotating like crazy, rising so fast it's dizzying, yet I only dare to chase the excitement with a small position 😥
KTOS and AGH have risen especially absurdly. Missing out makes me a bit itchy, but if I really buy in, half of my heart is filled with panic 😂
Looking at these new concepts, everyone says the next "thematic bull" is here, but playing the main trend is all about heart-pounding excitement. Without some stress tolerance, you really can't handle it.
Hold cash and watch, or continue with small bets? I'd like to hear fellow investors' opinions~
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