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It had been a while since I bought anything other than $TSLA or $PLTR
Just started nibbling back into $U and $DM, to me both are no brainers.
My thesis on $DM is that I think the supply chain issues have exposed the US to our lack of manufacturing capabilities and I hope we do a 180 and start a manufacturing renaissance here in the US and the only way this is possible is through robotics and additive manufacturing (3D printing) at scale.
For $U Im simply ultra bullish on gaming and UGC (User generated content) and I believe Unity will democratize game development and take a big chunk of the market

Did you make any moves today?

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