Author likes beaten-down cybersecurity (CIBR), infrastructure (DIA, PAVE), robotics (BOTZ, FANUY), and international tech (IXN).
CIBR — LONG The author says cybersecurity is taking a beating and is more important than ever. He attributes the weakness to short-term macro fears getting the better of investors and started a position in CIBR.
Cybersecurity is taking a beating so I started a position in a few ETF’s (cibr) and some one offs that I like.
DIA — LONG The author argues the US still faces massive pressure to update and fix aging infrastructure. He believes AI hype will push margins higher across construction/infrastructure whether or not a business has an AI nexus. He names DIA as a less traditional infrastructure play that is not over-inflated by AI buildout.
The entire construction/infrastructure industry stand La to benefit — I like DIA and PAVE.
PAVE — LONG The author argues the US still faces massive pressure to update and fix aging infrastructure. He believes AI hype will push margins higher across construction/infrastructure whether or not a business has an AI nexus. He names PAVE as a less traditional infrastructure play that is not over-inflated by AI buildout.
The entire construction/infrastructure industry stand La to benefit — I like DIA and PAVE.
IXN — LONG The author has been liking IXN for international tech exposure. He believes we are only at the beginning of the AI and tokenization boom. The ETF has become a favorite of his.
lately I’ve been liking IXN for some international exposure. It’s become a favorite of mine.
This Reddit post, published January 27, 2026, features u/Extension-Temporary4 discussing CIBR, DIA, PAVE, IXN. 3 trade ideas extracted by AI with direction and confidence scoring.
Speakers: u/Extension-Temporary4 · Tickers: CIBR, DIA, PAVE, IXN