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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

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.

Activity

Total Rebalances12
Last RebalanceAug 25, 2026

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Changes:TSLA +10.0%TTD +10.0%ALB +0.4%ADNT +0.3%UBER -8.7%

$MACHPOWER We’re adding two new names to the portfolio this morning with the addition of Tesla (TSLA), and The Trade Desk (TTD). with Tesla, it’s difficult to bet against Elon Musk. Tesla’s shares have been all over the board this year and I think anything under $385 per share right now is a relative bargain. the trade desk play is a little more on the aggressive side, but it’s currently trading around $13 a share and I think anything under $16 is a good bet for potential big upside.

Changes:UBER +8.7%WULF +8.5%SCCO +3.1%LIT +0.2%PFFV +0.1%

We’re closing our positions on CRM and Joby. We’ve taken small profits on Joby and have hit our sell stop on CRM. Reallocation of proceeds tour higher performing names (Uber, WULF, and LIT).

Changes:WULF +0.9%MAA +0.9%JOBY +0.9%LIT +0.9%ADNT +0.9%

We’ve had a really nice run with Micron Technologies and it’s time to lock in profits and look for our next opportunity (ies). More to come.