No qualifying author-owned investment thesis was confirmed in this post.
Portfolio listing without rationale or catalyst for any specific name.
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I’d like to hear what some of your favorite growth stocks are in the market right now as well as get some feedback on my current portfolio. My main positions are the following:
BE
PLTR
APLD
LEU
ASTS
CRWV
OKLO
USAR
IONQ
IBIT
I still have some RKLB & NBIS but have been scaling them down and scaling up ASTS & CRWV.
I also have small positions in ONDS, TMC, CRML, MRAM, NVTS, and QS. Trying them out. Probably won’t keep all of them but depending on how they perform I may turn them into real positions unless ofc anyone has better ideas.