Ben

Ben@adudetrading

Current top 5 positions Highest conviction continues to be $WLDN

tweeted Wed, Sep 2 · counted from Thu, Sep 3 close

Ben@adudetrading

I don’t mean to spam post $CRCL but if this is the “new normal” that is quite bullish for them

tweeted Tue, Sep 1 · counted from Wed, Sep 2 close

Ben@adudetrading

$OSS used to be a mainstay in the top 5 but I cut the weighting in half today Now software and a utility / energy company are my top 3 holdings

tweeted Wed, Aug 26 · counted from Thu, Aug 27 close

Ben@adudetrading

Losing money in $GLXY round 3 coming up

tweeted Wed, Aug 19 · counted from Thu, Aug 20 close

Ben@adudetrading

Out of the 20ish names I hold right now I’d say my highest conviction names for me at these prices / chart area are $WLDN $FORM $FROG

tweeted Tue, Aug 18 · counted from Wed, Aug 19 close

Ben@adudetrading

Took a position in $AIRO - Chart above and retesting 200 day for the first time ever - Cheap compared to other small cap drone peers here at about 2.5 EV/S - Respectable backlog that does not include US demand yet - I think progress here could bring a rerating - Above 60% gross

tweeted Mon, Aug 17 · counted from Tue, Aug 18 close

Ben@adudetrading

Took advantage of the irrational dip on the $DIOD borrowing $325m and averaged up The market also seemed to take advantage too by adding right at the 100 day off insane volume Short term = data center Mid term = robotics Long term = possible LEO satellite supplier

tweeted Sat, Aug 15 · counted from Mon, Aug 17 close

Ben@adudetrading

Power semis are still the best AI picks and shovels imo Not only do you get the short term data center demand, especially for the insanely power hungry new age data centers But you also have long term tailwinds for use in robotics that is already starting to show up $STM $DIOD

tweeted Fri, Aug 14 · counted from Mon, Aug 17 close