$MACHPOWER Adding TeraWulf (WULF) to the portfolio. WULF is a nice addition. The company’s leadership are people experienced in the power industry (rather than finance). They know power and what it takes to achieve goals. should be a $24 stock within 12 months.
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EV AI
$MACHPOWERJJames H.
About EV AI
Although EV tax incentives are disappearing in the United States, there is still a gigantic push toward EVs in Europe. This portfolio aims to take advantage of lithium and power storage companies whose stock prices have fallen from their all time highs.About the Creator
J
I’m a retired professional liability insurance broker. I spent my 43-year insurance career specializing in placement of corporate Directors & Officers Liability Insurance for corporations of all sizes. I have a Bachelor’s Degree in Marketing & Finance. Reading, analyzing and interpreting corporate financial statements was an integral component of my career and the skills I acquired during my career served me very well in providing tort protection for my clients. Those same skills were integral in executing my personal investment portfolio. I incorporate those same tools in development of my Dub portfolios. I founded my insurance brokerage in 1992 and sold it in 2018. I retired from the insurance profession in 2025.James H.
@JIMH1304089
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Last RebalanceOct 24, 2025
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See allChanges:WULF +10.0%TSLA -1.1%ALB -1.1%PFFV -1.1%ADNT -1.1%
Changes:TSLA +11.1%PFFV -1.4%ALB -1.4%LIT -1.4%CRSP -1.4%
Adding Tesla on today’s price dip. Tesla is lagging behind Waymo and I believe Elon Musk is about to step it up.
Changes:UBER +12.5%LIT -1.8%XBI -1.8%PFFV -1.8%ALB -1.8%
Added Uber Technologies. Complimentary fit for this portfolio. Robo taxi popularity should drive Uber to $150 per share.