FULL SMALL-CAP PORTFOLIO REVEAL

ShayBoloor
08-10

Hello everyone! Today i want to share some trading ideas with you!

1.

FULL SMALL-CAP PORTFOLIO REVEAL

Future Infrastructure

Space, next-gen telecom, quantum, advanced aerospace

• $Rocket Lab USA, Inc.(RKLB)$ , $AST SpaceMobile, Inc.(ASTS)$ , $IONQ Inc.(IONQ)$ , $Archer Aviation Inc.(ACHR)$

Energy & Electrification

Batteries, chips & testing equipment for AI/energy storage

• $Eos Energy Enterprises Inc.(EOSE)$ , $Enovix Corporation(ENVX)$ , $Navitas Semiconductor Corp(NVTS)$ , $Aehr Test(AEHR)$

Healthcare Innovation

Genomics, medtech, biotech

• $GeneDx Holdings(WGS)$ , $Beam Therapeutics, Inc.(BEAM)$ , $Arcutis Biotherapeutics Inc.(ARQT)$ , $Intellia Therapeutics(NTLA)$ , $Prime Medicine, Inc.(PRME)$ , $ClearPoint Neuro, Inc.(CLPT)$ , $PROCEPT BioRobotics(PRCT)$ , $TransMedics Group, Inc.(TMDX)$ , $Recursion Pharmaceuticals, Inc.(RXRX)$ , $Ginkgo Bioworks Holdings Inc.(DNA)$

Digital Platforms

E-commerce & logistics

• $Jumia Technologies AG(JMIA)$

Top 10 Watchlist: $Oscar Health, Inc.(OSCR)$ , $NEBIUS(NBIS)$ , $Lemonade, Inc.(LMND)$ , $Oklo Inc.(OKLO)$ , $Ouster Inc.(OUST)$ , $Ondas Holdings Inc.(ONDS)$ , $Red Cat Holdings Inc.(RCAT)$ $AbCellera Biologics(ABCL)$ , $Joby Aviation, Inc.(JOBY)$ .

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AI Companies and Industry DIG
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Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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