Stay Bullish Despite The Rough Week: Aerospace, Finance, Biotech, And AI

I remain bullish despite recent volatility, focusing on opportunities in aerospace, defense, biotech, and AI amid sector-wide sell-offs. Semiconductors like Micron (MU) and Nvidia (NVDA) are attractively valued, with forward PEs of 11.57 and 22.57, respectively, contradicting overvaluation fears. Lower inflation readings, resilient consumer spending, and robust Q2 earnings growth expectations support a constructive outlook for equities into 2026. I am actively adding to positions in MU, Rocket Lab (RKLB), Honeywell Aerospace (HONA), Capital One (COF), and select biotech names, using volatility to lower cost bases.