8/4/26 Portfolio Update
96.44% $IREN
I believe Q4 2026 and H1 2027 will be a breakout period for $IREN and I'm here for it.
1.78% $OUST
Strong rally out of July lows. Didn't get to add as I added to IREN. I'm a big fan of their engineers and the US lidar space lacks quality