@HumleRun profile picture
HumleRun @HumleRun
Joined January 2022
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Loaded up with some more $Mrln at 6.82. Good call? I very much belive so.
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Really glad that I came in with good size at 7.20 in this absolute gem to be. Also enjoying all the excellent reports/research done which gives it a whole other depth and understanding. Thanks @CrossroadsOnX and @ShawarmaCapital for much time put in. $Mrln >>>
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Looking at the rest of the portfolio some changes have been made. $Crbp had to gives way for more $Sanion. The price is just to low now and counting in what will happen in the coming year makes it a more safe choice in a volatile market and chance of higher return. >>>
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$Kitt out for the moment and I have my doubts about $Kscp, $Serv is my main choice now for pure robotics as it already has the scale, and all the good(or bad) that comes with that. $Asti still very interesting but brutal days last week. Still want that space data thou, hold.
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Turns out it was a good day (this day as well) to up some in $Mrln. Great news, an interesting journey ahead of us, Merlin is ready for take-off. 🫡
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$Asti had another 18 % day and I have now sold half the position after starting out down on 3.9 two and a half week ago. Not giving up total on solar(space) so added some $Mids aswell. The solar/space duo now counts for 25% of the total portfolio. >>>
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Last but not least important is two oldies back in the heat. $Sanion have had a terrible spring, but now back for action together with the always down trending $Crbp. We looking forward to this summer at first. Two obesity plays, both non glp-1, both oral. >>>
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But as important as ever. Both are very well financed, no one-trick ponys and a hell of a chance for a bright future even after the summer. This "obesity" play totals 20% of the portfolio.
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Serve Robotics and NoScrubs today launched a Los Angeles pilot using Serves autonomous robots to deliver laundry orders. This is exactly the kind of service needed to fill up non-meal hours and make the robots profitable over time. Great news! $SERV
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This is my position as of now. The space basket has shrunk after cutting some big winners from last weeks. Size wise still similar until the Ipo. Robotics start moving. $Asti $Kitt $Kscp $Serv $Modu
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ToolKITT is Nauticus Robotics autonomy software platform for underwater robots. It enables mission planning, navigation, autonomous operations, sensor integration, and fleet management. Its biggest opportunity is that it can be licensed to third-party ROV operators, not..
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just Nauticus own vehicles, creating a potentially scalable, recurring software-revenue model. Growth markets include offshore oil and gas, offshore wind, defense, infrastructure inspection, and environmental monitoring. $Kitt
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