Commentary

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25 Jun

Posted at 07:34h in Portfolio Updates

Some quick updates on some TPS Positions CORZ- $9.50 up big pre market Announced additional 70 mw power contract for Application Specific Data Center with Coreweave this morning. The stock is moving up to 9.50 pre market after a recent normal corrective move lower.  We are 1/2...

10 Jun

Posted at 10:01h in Portfolio Updates

Time for some updates on our existing positions. I will be looking to add a few fresh names in the next 1-3 weeks window if not sooner. CORZ - $8.30  Average entry should be $4.90 based on the 4.50-5.25 ranges post report.  I advised to buy from...

29 May

Posted at 10:04h in Research Reports

Adding some new names to the portfolio today.  The market is pulling back some, offering initial entries into some names I've been watching. The strong themes now are obviously Artificial Intelligence, Data Centers, Power Generation, High Powered Computer hosting, and some other sectors obviously. We only have...

21 May

Posted at 08:45h in Portfolio Updates

ODD near $36.60, Avg entry 32 This stock just ran up to 44 from low 30's recently on short covering and a strong earnings report.  Today there is a short report out from some foreign firm who allegedly did extensive investigations. Now, we cant be sure...

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