5 stocks I wish I owned more of: 1. $ONDS - Drone defense at a single-digit entry. Budget tailwinds haven't even started. 2. $AMZN - AWS alone justifies the price. Everything else is a bonus. 3. $NVDA - Still the toll booth for every AI dollar spent on the planet. 4. $MP - Only US rare earth producer. Supply chain security isn't optional anymore. 5. $MU - AI needs memory. Every data center buildout is a Micron order. Not because they're going higher tomorrow. Because I want bigger positions for the next 3-5 years.