Bottleneck investing is just the dumbest thing since meme stocks. These companies are not proprietary enough to hold margins, commoditized products are cyclical, I don’t have to burst your bubble, the Market will do it for me. $SNDK$MU$AAOI
$SNAP I specialize in finding hidden gems the market has not yet discovered, or just blatantly ignores.
The story is always the same, long drawn out downtrend, lots of time to build a position. Then the fundamentals start to improve 1 by 1. The technicals typically lag, in many
Lots of debate about the AI buildout vs Saaspocalypse trade, if your software is up on the day, it’s likely semis are down, and vice versa.
But let’s look at $BB. This company is positioned to win regardless of any outcome.
The negative talk about the AI buildout is that
Robotics will take $BB to the next level. I have no doubt about that.
I look around the market and see robotics companies that will burn ridiculous amounts of cash trying to compete with big tech, diluting shareholders along the way. Many of them will never sell a single
$SNAP Right at the 200ema and sma, huge sport for the stock. We haven’t trended above this average since 2021 (5years). The previous 9 attempts I counted have failed, including Jan 6, look what happened after that one..yikes.
I think we get there eventually with the company
