Steve Hou softened his view on recent buys in SPCX, ASTS, RKLB, ASML and FIX, saying the basket looked less reckless than he expected and could perform well for

Steve Hou softened his view on recent buys in SPCX, ASTS, RKLB, ASML and FIX, saying the basket looked less reckless than he expected and could perform well for some time. The shift follows Hou’s earlier constructive stance on tech and AI-linked themes.