5 stocks I wish I owned more of:
1. $ONDS - Drone defense at a single-digit entry. Budget tailwinds haven't even started.
2. $AMZN - AWS alone justifies the price. Everything else is a bonus.
3. $NVDA - Still the toll booth for every AI dollar spent on the planet.
4. $MP - Only US rare earth producer. Supply chain security isn't optional anymore.
5. $MU - AI needs memory. Every data center buildout is a Micron order.
Not because they're going higher tomorrow. Because I want bigger positions for the next 3-5 years.
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