MY TOP 5 GROWTH PORTFOLIO POSITIONS
1. $RKLB | Rocket Lab
Vertically integrated logistics layer of space economy across launch vehicles, spacecraft buses, satellite components & propulsion systems backed by a $2.2B backlog (+108% YoY & 20% sequentially) plus more launches booked in Q1 than all of 2025
2. $AEHR | Aehr Test Systems
Only company offering both wafer-level & package-level burn-in for the AI semiconductor stack with exposure across AI processors, silicon photonics, HBM & silicon carbide power semis backed by a record $51M backlog & 3.5x+ book-to-bill ratio
3. $SOFI | SoFi
All-in-one digital finance platform for the next generation across lending, digital banking, investing & tech platform infrastructure backed by 14.7M members (+35% YoY), record ~$12B in Q1 loan originations (+68% YoY) & ~45% of new products are coming from existing members (flywheel is real)
4. $IONQ | IonQ
Full-stack quantum platform across quantum computing, networking, sensing & secure communications backed by $470M in RPOs (+554% YoY), first 256-qubit quantum system sale & SkyWater acquisition giving it U.S.-based quantum chip manufacturing
5. $ASTS | AST SpaceMobile
Wireless infrastructure layer for the 4 billion people without reliable cellular coverage across D2D satellite broadband, MNO partnerships & sovereign defense applications backed by $1.2B+ in contracted revenue commitments, U.S. FCC commercial authorization & 32 next-gen BlueBird satellites in advanced assembly
$NVDA is up almost 3% overnight because guidance provided in the previous quarters included $0 in China revenue.
Jensen Huang just unlocked potentially $20B of new revenue in sales to $BABA, $JD, and other companies in $KWEB China Tech ETF.
Time for $250.
NovaRed Mining can say Lamont has surface copper up to 1,125 ppm plus deeper geophysical signals. That makes the target more interesting than a simple map location.
$RGTI #Teenagegirls
This is absolutely phenomenal.
NASDAQ: 6 green weeks.
S&P 500: 6 green weeks.
Russell 2000: 6 green weeks.
Dow: 6 green weeks.
$GOOG: 6 green weeks.
$INTC: 6 green weeks.
$MU: 6 green weeks.
$SNDK: 6 green weeks.