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Finance has spent centuries decoupling wealth from physical transport, but constantly erasing friction creates vectors for increasingly high-tech exploits.
Allegro MicroSystems, Onto Innovation, and Badger Meter offer stability with growth potential, tied to secular trends in EVs, chip manufacturing, and water infrastructure.
Rubrik shares dipped post-earnings despite 38% revenue growth and raised guidance, as analysts lift price targets and institutions accumulate shares, though high valuation remains a key risk.
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