ASPBTC
ASP / Bitcoin
crypto

• Barrick Mining Company $$B — Core gold/copper producer; quality assets and dividend; hedge against real-yield dips and market stress.
• Freeport-McMoRan Inc $$FCX — Copper leader; levered to electrification and grid build-out; small “core cyclical” anchor.
• Lockheed Martin Corporation $$LMT — Defense cash-flow compounder; steady dividend; low beta stabilizer in a volatile portfolio.
• Brookfield Infrastructure Partners $$BIP — Diversified, inflation-linked infrastructure; income plus long-term growth via acquisitions.
• Bitfarms $$BITF — High-beta upside to BTC with operating leverage; keep one miner for torque while using a spot BTC ETF for base exposure.
• HIVE Digital Technologies $$HIVE — Secondary BTC beta; temporary hold while deciding whether to consolidate miners.
• Marathon Digital $$MARA — Liquid BTC miner with scale; keep as an alternative to BITF if you prefer the largest U.S. name (don’t keep both long-term).
• Canaan Inc $$CAN — Speculative ASIC maker; hold only as a small tracker until order book/ASP trends improve.
• ProShares Bitcoin Strategy ETF $$BITO — BTC exposure; placeholder until swapped to a spot BTC ETF (to avoid futures roll drag).
• B2Gold $$BTG — Smaller gold exposure; keep only if you want more gold optionality beyond Barrick; otherwise redundant with $$B.
• Platinum Group Metals Ltd $$PLG — Pure project option on PGMs (Waterberg); speculative hold awaiting financing milestones.
• Transocean Ltd $$RIG — Offshore drilling cycle play; hold for contract/backlog leverage to stable oil prices.
• Richtech Robotics Inc $$RR — Micro-cap robotics speculation; hold tiny while verifying real revenue traction.
• Tilray Brands Inc $$TLRY — Policy-option in cannabis; hold small for U.S. rescheduling/SAFE optionality

I am familiar with the Versal line, and its ARM content. For that matter, all Zen processors have a tiny ARM PSP / ASP security processor that is used at boot. But SW would be a very different thing altogether, akin to Keller's K12 that was cancelled. The article isn't "stupid", and the increasing cadence of leaks, including from MLID, point to SW being both real and soon.

• Barrick Mining Company $$B — Core gold/copper producer; quality assets and dividend; hedge against real-yield dips and market stress.
• Freeport-McMoRan Inc $$FCX — Copper leader; levered to electrification and grid build-out; small “core cyclical” anchor.
• Lockheed Martin Corporation $$LMT — Defense cash-flow compounder; steady dividend; low beta stabilizer in a volatile portfolio.
• Brookfield Infrastructure Partners $$BIP — Diversified, inflation-linked infrastructure; income plus long-term growth via acquisitions.
• Bitfarms $$BITF — High-beta upside to BTC with operating leverage; keep one miner for torque while using a spot BTC ETF for base exposure.
• HIVE Digital Technologies $$HIVE — Secondary BTC beta; temporary hold while deciding whether to consolidate miners.
• Marathon Digital $$MARA — Liquid BTC miner with scale; keep as an alternative to BITF if you prefer the largest U.S. name (don’t keep both long-term).
• Canaan Inc $$CAN — Speculative ASIC maker; hold only as a small tracker until order book/ASP trends improve.
• ProShares Bitcoin Strategy ETF $$BITO — BTC exposure; placeholder until swapped to a spot BTC ETF (to avoid futures roll drag).
• B2Gold $$BTG — Smaller gold exposure; keep only if you want more gold optionality beyond Barrick; otherwise redundant with $$B.
• Platinum Group Metals Ltd $$PLG — Pure project option on PGMs (Waterberg); speculative hold awaiting financing milestones.
• Transocean Ltd $$RIG — Offshore drilling cycle play; hold for contract/backlog leverage to stable oil prices.
• Richtech Robotics Inc $$RR — Micro-cap robotics speculation; hold tiny while verifying real revenue traction.
• Tilray Brands Inc $$TLRY — Policy-option in cannabis; hold small for U.S. rescheduling/SAFE optionality

I am familiar with the Versal line, and its ARM content. For that matter, all Zen processors have a tiny ARM PSP / ASP security processor that is used at boot. But SW would be a very different thing altogether, akin to Keller's K12 that was cancelled. The article isn't "stupid", and the increasing cadence of leaks, including from MLID, point to SW being both real and soon.