Thank you—this is a very interesting topic. I think it will become increasingly important in the defense sector. Yes, there are a lot of exciting companies. Take, for example, $JBL —they’re already building robots that build other robots.
@Tenbagger-Capital What do you think of $ALGM and $6268? I find both of them—as “shovel manufacturers,” so to speak—really interesting. Have you already invested in $JBL, or is this whole sector still too far in the future for you? By the way, I really need to thank you. For all your great posts. That actually motivated me to write a post myself, though of course I’m nowhere near as professional as you are.
@Sebbster I haven't looked into Allegro in quite a while. I've invested in STMicroelectronics in that sector $STMPA. Maybe you should check it out sometime.
@Sebbster Thank you, my friend, for the high praise. I’m glad you’re posting and getting involved, too. Thanks for that. Jabil is very exciting, and I think you’re exposed to this sector with relatively low risk. That’s because Jabil, as a contract manufacturer, has a very broad portfolio. I’m not invested in it, though, since I’m already invested in other contract manufacturers— $KIT, and Kitron.
