$QuantumScape(QS.US) dropped four percentage points, $Centrus Energy(LEU.US) dropped three or four percentage points, $Cameco(CCJ.US) also dropped two percentage points. The nuclear uranium and solid-state battery batch weakened together. These targets have a commonality: they are all driven by technological or capacity milestones, and are prone to a slow decline when there's no data to realize in the short term. Should we take advantage of the pullback to lay out this long-cycle theme now, or wait until the milestones are clear before entering? I'll wait—the real entry point for such targets is usually before the catalyst announcement, not during the long waiting period. Catching a falling knife during a sideways period isn't cost-effective.