Think AI and Robotics could drive the next cycle? 🤖 That's the thesis I'm running with heading into 2026. The confluence of machine learning adoption and hardware breakthroughs is looking legit.

I'm loading up on Spark and Griffain—both playing critical infrastructure roles in this narrative. Beyond those two, I've got another 10+ positions building across the AI infrastructure and automation thesis. These aren't lottery tickets; they're structured bets on where compute cycles flow next.

Looking at support levels and entry points matters here. Don't chase pumps. The dips are where real convictions get tested. If you're bullish on the macro thesis but nervous about execution, use this correction to build your stack strategically.