I

I Am Not Uncertain

$DOUBLESSSteven V.

About I Am Not Uncertain

High conviction and industry and asset class agnostic, Focused usually on GARP and deep value.

About the Creator

Over a decade of trading and investing experience both personally and professionally in the family office space. ideas represented on Dub are my own only.

Activity

Total Rebalances7
Last RebalanceMay 4, 2026

Posts by Creator

Changes:EWY +25.0%KBWB -11.9%IESC -7.0%SE -6.1%

$DOUBLES bullish on DRAM into the future. memory commodity pricing will be structurally different into the future. SK has two of the three main players.

Changes:SE +6.4%IESC +3.9%GLD -8.9%KBWB -1.4%

adding more Sea Linited ahead of earnings and trimming gold. Expecting margin trough for SE.

Changes:XLE +22.3%IESC +0.9%GLD +0.4%YOU -22.3%EL -1.1%

exiting YOU after recent earnings release and pop. stock has run up 50%.