Nastco Intro & Thesis I must admit that my timing isn't always perfect when it comes to upgrades or downgrades, as they often don't align with the subsequent movements in stock prices. My focus is primarily on financials - growth dynamics and margin conditions, as well as the overall state of the company's industry. Assessing market sentiment, which often behaves unpredictably and independently, can be challenging. After I upgraded GigaCloud Technology Inc. (NASDAQ:GCT) stock to "Buy" it started to coll ...