@EkonomiPappa Om det är nåt det ska användas till så är väl ändå ett boende nåt att investera i? Började själv om med portföljen för tre år sen då det mesta gick till bostadsköp, snart tillbaka på samma nivåer och ett boende man är nöjd med.
But as important as ever. Both are very well financed, no one-trick ponys and a hell of a chance for a bright future even after the summer. This "obesity" play totals 20% of the portfolio.
$Asti had another 18+% day and I have now sold half the position after starting out down on 3.9 two and a half week ago. Not giving up total on solar(space) so added some $Mids aswell. The solar/space duo now counts for 25% of the total portfolio.
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Last but not least important is two oldies back in the heat. $Sanion have had a terrible spring, but now back for action together with the always down trending $Crbp. We looking forward to this summer at first. Two obesity plays, both non glp-1, both oral.
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Serve Robotics and NoScrubs today launched a Los Angeles pilot using Serves autonomous robots to deliver laundry orders. This is exactly the kind of service needed to fill up non-meal hours and make the robots profitable over time. Great news!
$SERV
just Nauticus own vehicles, creating a potentially scalable, recurring software-revenue model. Growth markets include offshore oil and gas, offshore wind, defense, infrastructure inspection, and environmental monitoring.
$Kitt
This is my position as of now. The space basket has shrunk after cutting some big winners from last weeks. Size wise still similar until the Ipo. Robotics start moving.
$Asti $Kitt $Kscp $Serv $Modu
ToolKITT is Nauticus Robotics autonomy software platform for underwater robots. It enables mission planning, navigation, autonomous operations, sensor integration, and fleet management. Its biggest opportunity is that it can be licensed to third-party ROV operators, not..