$ASTS and $RKLB have treated me pretty well so far, so now I’m trying to figure out what’s next. Looking for high-conviction names that could actually surprise this year or turn into a legit long-term multi-bagger.

I’ve been digging into names like $ONDS, Kraken Robotics, and $QXO and feel bullish on the space overall. Aside from $ASTS and $RKLB, what’s your must-buy stock right now and what’s the thesis?