Protector of the Realm

$OMDA Revenue up 42% YoY to $78M Total Members surpassed 1M for the first time, up 51% YoY Positive adjusted EBITDA, even in our historically highest-cost quarter Rest of 2026 earnings will be crushed especially after GLP-1 being available through all three largest PBMs.

$ASTS Slowly recovering after the failed launch. I believe the thesis didn’t change and counted on multiple setbacks when initiating my first position (still up ~85%) I like that the next planned launches are with $SPACEX Did the last event change anything in your thesis?

🦑 Just bought me some $PNG.V Been watching this one since 900 mc Now since I trimmed a lot of my photonics winners lately, felt like a great moment to get more exposure into defence. Shout out to @michaelsikand for continuing to remind me about Kraken’s potential

$NBIS I can confirm, you became the king👑 I did trim slightly because of the overall market situation/valuation atm. The funds will be used to buy shares back around lower levels. If we don’t see those? I’ll be more than fine with 65% allocation to this beauty of a company.

I realized bit of the 300% gains made on $SIVE yesterday. It seems the narrative is peak now and prices front run fundamentals. I believe in the adoption eventually but also feel like current prices are reflecting perfect implementation from all parties involved. Adding on drops

Currently analyzing $ASTS planning to start a position very soon. I've been on the sidelines for over six months. The company is building something so extraordinary that it’s like a dream. If they execute properly now, the upside potential is huge. Thoughts on this company?