New bids rolling in. Conviction play: Robotics is the H2 2026 bubble.

Think Space in H2 2025, Photonics in H1 2026. Same energy, same trajectory.

DCAing $BOT. Watching $OUST $ABSI $AMBA for dips below current levels.

$VPG already ran too hot for my risk appetite.

Materials play secondary beneficiaries: $USAR (still clean entry) and $MP riding the wave.

Position accordingly.