A big drop is a buying opportunity. What is everyone buying during this pullback?

Recently, the market has been acting up every few days, and I’ve been using these pullbacks to steadily accumulate solid value stocks that haven’t been overly hyped by AI money.
OUST is benefiting from explosive demand in physical logistics and industrial automation. Its cutting edge digital LiDAR technology is taking significant market share. As robotics and smart infrastructure continue to scale, its underlying fundamentals and gross margins are rapidly improving.
RKLB currently has billions of dollars in backlog orders. They are quickly expanding from a pure rocket launch provider into a dominant space systems and satellite infrastructure company. Their upcoming Neutron rocket could completely reshape the industry. With global launch capacity facing serious bottlenecks, RKLB is becoming a critical “shock absorber” in the commercial space economy.
I usually prefer quick short term swing trades, but building positions in these real infrastructure and deep tech companies at lower levels makes me feel much more confident about holding them long term.
I’m also curious during this market pullback, what stocks has everyone been actively buying on the dip?