AIRO
AIRO Group Holdings, Inc. Common Stock
stock NASDAQ

Had a very large allocation too, over 60% of the portfolio at the time. I mostly do big conviction bets with few companies. Since it's rally, I've trimmed down with a solid core position ready to continue onward over time.
I've found myself accumulating HGRAF and MTLMY a lot lately. Explosive potential for both.
Since June 10th I've been buying bottoms of gold and silver miners as an epic bull/bear fight with the dollar plays out in real-time. Maybe I get lucky and gold goes to 3400-3600 to double down. Maybe today's break after a 6-month descending wedge down to strong support holds.
I bought some of the recent AIRO dip as well as CPSH but these are smaller allocations as I re-enter them after selling off from previous rallies. Rather get CPSH cheaper if possible. Used to get it at 2.75 from time to time.
I missed NRGV the other day by pennies trying to grab it at 2.85. I've had 3 great swing trade runs with that company and it might be setting up for a 4th rally as words from the company suggest a raise in forward guidance come next earnings. I'd get more shares at $3 if I can.
I like all of these companies but HGRAF and MTLMY in particular as they share similar allocation to my S position now after trimming.
[https://drive.google.com/drive/folders/1UorDkWPwtkze8VZ1au4gVnI1f4kDpjhn?usp=drive\_link](https://drive.google.com/drive/folders/1UorDkWPwtkze8VZ1au4gVnI1f4kDpjhn?usp=drive_link)
[https://drive.google.com/drive/folders/1ZSWyZ7Hmw5sVeMtLfRnQxV3TVJShllGG?usp=drive\_link](https://drive.google.com/drive/folders/1ZSWyZ7Hmw5sVeMtLfRnQxV3TVJShllGG?usp=drive_link)

Had a very large allocation too, over 60% of the portfolio at the time. I mostly do big conviction bets with few companies. Since it's rally, I've trimmed down with a solid core position ready to continue onward over time.
I've found myself accumulating HGRAF and MTLMY a lot lately. Explosive potential for both.
Since June 10th I've been buying bottoms of gold and silver miners as an epic bull/bear fight with the dollar plays out in real-time. Maybe I get lucky and gold goes to 3400-3600 to double down. Maybe today's break after a 6-month descending wedge down to strong support holds.
I bought some of the recent AIRO dip as well as CPSH but these are smaller allocations as I re-enter them after selling off from previous rallies. Rather get CPSH cheaper if possible. Used to get it at 2.75 from time to time.
I missed NRGV the other day by pennies trying to grab it at 2.85. I've had 3 great swing trade runs with that company and it might be setting up for a 4th rally as words from the company suggest a raise in forward guidance come next earnings. I'd get more shares at $3 if I can.
I like all of these companies but HGRAF and MTLMY in particular as they share similar allocation to my S position now after trimming.
[https://drive.google.com/drive/folders/1UorDkWPwtkze8VZ1au4gVnI1f4kDpjhn?usp=drive\_link](https://drive.google.com/drive/folders/1UorDkWPwtkze8VZ1au4gVnI1f4kDpjhn?usp=drive_link)
[https://drive.google.com/drive/folders/1ZSWyZ7Hmw5sVeMtLfRnQxV3TVJShllGG?usp=drive\_link](https://drive.google.com/drive/folders/1ZSWyZ7Hmw5sVeMtLfRnQxV3TVJShllGG?usp=drive_link)