Focused on $RKLB, $UUUU, $CRCL, $MU, $ONDS , each riding a strong thematic catalyst
My exposure is concentrated into a few themes at the moment.
1) Space + Rockets
> focus name = $Rocket Lab USA, Inc.(RKLB)$
catalyst is spacex ipo
2) Uranium
> focus name = $Energy Fuels(UUUU)$
catalyst is iran/usa nuclear conflict, DoE's $2.7B funding for uranium enrichment, + powering datacenters
3) Stablecoins
> focus name = $Circle Internet Corp.(CRCL)$
catalyst is global stablecoin adoption + deepening integrations with major banks, payment networks, tokenization platforms
4) Memory
> focus name = $Micron Technology(MU)$
catalyst is dram/hbm being a legit ai bottleneck
5) Drones (military)
> focus name = $Ondas Holdings Inc.(ONDS)$
catalyst is gov't focus on drone technology + ongoing macro conflict
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