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War Games

$WARGAMEZBBrendan C.

About War Games

We didn't start the fire. It was always burning since the world's been turning.

About the Creator

Software engineer and musician obsessed with economics. I am primarily a long term growth, and to a lesser extent, dividends investor that firmly believes that time in the market is better than timing the market. Becuase of my background as a software engineer and my strong personal interest in all things financial, I’m able to leverage a wide variety of tools and pipelines such as LLM deep research, machine learning on market patterns, news sentiment analysis and more in a manner that’s generally more effective than your average trader. Finance and technology are my true passions in life and I’m thrilled to bring my trading to Dub for others to judge.

Activity

Total Rebalances3
Last RebalanceApr 24, 2026

Posts by Creator

Changes:NXE +5.0%DNN +5.0%UEC +5.0%BE +5.0%USO -1.2%

$WARGAMEZ Added NXE, DNN, UEC (uranium based) and BE because war, and the Al behind it, need to get their power from somewhere. Rebalanced to equal shares across all equities to capture oil gains and reinvest. Expected that energy will surge further given Al sector demand and ongoing war needs.

Changes:NOC +6.3%CRWD +6.3%KTOS +6.3%FANG +6.3%LNG +6.3%

Added 10 new positions across drones (KTOS), cybersecurity (CRWD), oil E&P (FANG), LNG export (LNG), uranium (CCJ), tanker shipping (FRO), rare earths (MP), fertilizer (CF), and defense electronics (NOC, LHX). Rebalanced existing holdings to capture oil gains.

Changes:PLTR +16.7%RTX +16.7%LMT +16.7%LASR +16.7%COP +16.7%

Added USO allocation to account for oil demand and rebalanced evenly across all other equities.