ROCKET LABS
RKLB
December 5, 2025

48.69

Bought

High risk/high reward, small quantity. It has a strong backlog but is very expensive at this price and I would start buying more closer to $40.

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Zeta
ZETA
November 4, 2026

31.67

Bought 25% more

Dell
DELL
November 4, 2026

384.13

Bought

Bought 10% more. The price has become very attractive, Datacenters will only slow down, not end.

DoorDash
DASH
November 4, 2026

195.37

Bought

Bought 25% more - The takeover of Instacart is a great positive in the long run.

Klaviyo
KVYO
November 4, 2026

21.77

Bought

Bought 25% more

Everpure
P
November 3, 2026

117

Bought

Bought 10% more

Arista Networks
ANET
November 3, 2026

167

Bought

Bought 10% more

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