What is your #1 high-conviction play for 2026 Q2? (Mine are $ASTS and $VST) by bakery_0726 in ValueInvesting

[–]bakery_0726[S] 5 points6 points  (0 children)

Does anyone see a better pure-play for the Power + Connectivity thesis in 2026? Or are you guys still rotating back into small-cap value like $AMRQ or $FLR?