October portfolio update is live 📈 Growth AI infrastructure, space drawdown, and new adds: $AVGO quality AI infrastructure compounder (custom XPUs + networking) at a reasonable valuation. $AAOI high-upside optical interconnect play on 800G/1.6T AI demand. $NVEC pure-play spintronics sensors with breakout growth and physical AI optionality. $VOYG earlycommercial space/defense name with scaling core business + Starlab upside. $SPCX leading launch + Starlink platform with AI and defense optionality, bought on the drop to ~$125. Also covering $ASTS setup $RKLB execution, $MELI & $UBER, and a rough start with $MRLN. https://substack.com/@jdkinvests/note/p-220060091?r=1or3o&utm_medium=ios&utm_source=notes-share-action Not advice
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