May 26
Updated Portfolio Breakdown (1 Week Later)
Trimmed a little off the top on some Rare Earth names and rotated the gains into more $NOW.
$MNTS has completely supercharged the portfolio — up 152% this week alone 🚀
Also opened a small position in $TAOX as my only crypto‑linked exposure via the treasury approach.
Here’s how the SIPP looks now...
Total Portfolio:
Value: £82,530.95
Performance: ( 26.05%)
Holdings:
CoTech Holdings (5,263 shares)
$CTH.V — £4,194.61 (-8.09%)
Electra Battery Materials (2,833 shares)
$ELBM — £1,311.96 (-0.58%)
Greenland Energy (877 shares)
$GLND — £2,146.02 ( 8.59%)
Hims & Hers Health (276 shares)
$HIMS — £4,873.30 (-10.94%)
Moderna (223 shares)
$MRNA — £7,792.02 (-12.99%)
Momentus (2,500 shares)
$MNTS — £29,017.50 ( 172.15%)
MP Materials (125 shares)
$MP — £6,271.01 ( 3.52%)
Northrop Grumman (19 shares)
$NOC — £7,880.54 ( 0.35%)
ServiceNow (164 shares)
$NOW — £12,241.58 (-1.21%)
TAO Synergies (137 shares)
$TAOX — £459.55 (-4.50%)
USA Rare Earth (311 shares)
$USAR — £6,439.66 ( 12.19%)
Thoughts:
I probably hold too many names — ideally I’d cap this at 6 — but right now diversification feels right given the asymmetric themes I’m targeting.
Rare Earths, Space, SaaS revival, Defence, and undervalued Biotech all have huge upside potential in my view.
Moderna is a value play pandemic hedge. Hims remains one of my highest‑conviction growth stories.
Greenland could explode if the narrative returns.
And CoTech… massively under‑the‑radar but I think it’s worth far more long‑term.
Not bad for a week — and I don’t think we’ve even started yet.
NFA. DYOR.
May 19
I'm all in now. No cash.
My portfolio is now built around 3 pillars:
1️⃣ AI & Enterprise Infrastructure
$NOW — the workflow brain of the Fortune 500. AI orchestration layer, not a hype stock.
2️⃣ U.S. National Security & Supply Chains
$MP, $USAR, $ELBM — the 2027 magnet ban means the U.S. must build domestic rare‑earth capacity.
$NOC — defence exposure with real cash flow.
$CTH.NE / $GLND — trimmed down to small speculative positions.
3️⃣ Asymmetric Growth
$HIMS — consumer health with real traction.
$MRNA — biotech platform optionality, pandemic hedge.
$MNTS — space infrastructure moonshot, SpaceX IPO sympathy move.
Macro thesis: AI defence U.S. reshoring strategic metals selective growth.
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May 14
$SEII otcmarkets.com/filing/html?i…
“Light Across Inc. is a US electric vehicle company established in 2022, by Dr. Ximing Huang, a very respected entrepreneur with 30 years’ experience in building and managing international teams in automotive industry. Dr. Huang currently serves as the CEO of Light Across. Dr. Huang was also the founder, Chairman and CEO of Nanjing Bordrin New Energy Vehicle Corporation Ltd., an electric vehicle OEM, and the founder and CEO of Shanghai Cotech Automotive Engineering Technology Corporation Ltd., an automotive engineering firm specialized in platform design and vehicle engineering. Dr. Huang also worked for Ford and GM between 1995 to 2007. Dr. Huang holds a Ph. D degree in Aerospace Engineering from Virginia Polytechnic Institute and State University.
Light Across provides the best-in-class electric vehicle products (“EV”) using its own platform technologies while focusing on maximizing customer value by lowering the product cost through innovative design, supply chain management, automatic manufacturing, and minimum distribution cost; lowering the ownership cost through vehicle sharing, energy exchange, battery recycling/reusage, and seamless service; and lowering the initial cost through flexible plans for purchase, lease, rent, and sharing. By modifying the current products to adopt the sharing economy business model, which includes special features such as remote authorization, biometric unlocking, tracing, diagnosis, safeguards, and enforced safe driving mode, autonomous driving, auto parking and recall, auto charging, etc. Using its own innovative design and fully automatic manufacturing process, outsourced manufacturing, and Semi-Knocked-Down (SKD) assembly, Light Across should be able to leverage its expanded global channel resources to quickly expand production and drive down the cost for all SEII sharing platform participants. By overcoming the shortfall of no sharable vehicle products available for current vehicle sharing platforms, it will boost the accessibility and participation of the SEII sharing platform and its market value.”
May 14
$SEII linkedin.com/company/lightac…
“Light Across is a new energy vehicle company founded in 2022, our mission is to bring global talents and resources together to create the best mobile solution which can benefit ordinarily people and make positive impact for the environment and society. To make Light Across products and services available for everyone in most valuable and convenient way, Light Across focus on maximizing customer's value by lowering the initial cost through innovative design, supply chain management, and minimum distribution cost; lowering the ownership cost through vehicle sharing, energy exchange, battery recycling and reusage; lowering the usage cost through flexible plans for purchase, lease, rent and sharing, and efficient services. By sharing the gene as CONCISE, FRIENDLY, HIGH TECH, SAFE, SPACIOUS, COMFORTABLE, RELIABLE, Light Across will roll out three series of products in the next few years, covering different size SUV, Sedan, hatchback and MPV BEV products. Light Across will build on past experiences to achieve future success by deploying the best talents and resources in platform design and development, powertrain, assistant and autonomous driving, connectivity, vehicle performance, supply chain management, manufacturing, quality, marketing, and sales.”
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May 14
$SEII Dr. Ximing Huang has a PhD in Aerospace Engineering.
He founded/led:
• Bordrin New Energy
• Shanghai Cotech Automotive Engineering
• Current CEO of Light Across/SEII
Huang has history w/ Ford and GM.
Definitely one of the more experienced EV executives joining OTC.
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May 14
$SEII linkedin.com/in/ximing-huang…
“Dr. Ximing Huang is a pioneer in the electric vehicle (EV) industry with nearly 30 years of automotive experience. He earned his Ph.D. in Aerospace Engineering from Virginia Tech in 1995 and began his career at Ford Motor Company as a computer-aided engineering specialist. He later held senior engineering positions at General Motors before returning to Ford in product development. In 2007, Dr. Huang returned to China and founded COTECH Automotive Engineering Corp., providing engineering and technical consulting services to various Chinese automakers. In 2016, he founded Bordrin Motor Corporation, an EV startup based in Nanjing, China, aiming to develop advanced electric vehicles. Currently, Dr. Huang is the founder and CEO of Light Across Inc., a technology company specializing in intelligent mobility and mobile energy solutions through innovative electric vehicles, with a vision to redefine smart transportation and improve quality of life.”
May 14
$SEII Per latest 8K filing:
“Effective May 12, 2026, Ximing Huang, age 62, was appointed Chairman of the Board of Directors, Chief Executive Officer and President of the Company. Since July 2022, Mr. Huang has served as Chief Executive Officer of Light Across, Inc., an electric vehicle brand and start-up company, co-founded by Mr. Huang. From December 2016 to July 2022, Mr. Huang served as Chief Executive Officer of Nanjing Bordrin New Energy Vehicle Co. Ltd., an electric vehicle brand company he founded. From 2008 to 2022, Mr. Huang served as President of Shanghai Cotech Automotive Engineering Corp. Ltd, an automotive engineering company he founded. Mr. Huang also worked at Ford and General Motors from 1995 to 2007. In 1994, Mr. Huang obtained his PhD in Aerospace Engineering from Virginia Polytechnic Institute and State University. In 1988, Mr. Huang obtained his Master of Science from Dalian Institute of Science and Technology. In 1985, Mr. Huang obtained Bachelor of Engineering from Huazhong Institute of Science and Technology.
Mr. Huang has no compensation agreement, arrangement or understanding with the Company, and does not beneficially hold any securities of the Company.” otcmarkets.com/filing/html?i…
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635
May 14
$SEII Per latest 8K filing:
“Effective May 12, 2026, Ximing Huang, age 62, was appointed Chairman of the Board of Directors, Chief Executive Officer and President of the Company. Since July 2022, Mr. Huang has served as Chief Executive Officer of Light Across, Inc., an electric vehicle brand and start-up company, co-founded by Mr. Huang. From December 2016 to July 2022, Mr. Huang served as Chief Executive Officer of Nanjing Bordrin New Energy Vehicle Co. Ltd., an electric vehicle brand company he founded. From 2008 to 2022, Mr. Huang served as President of Shanghai Cotech Automotive Engineering Corp. Ltd, an automotive engineering company he founded. Mr. Huang also worked at Ford and General Motors from 1995 to 2007. In 1994, Mr. Huang obtained his PhD in Aerospace Engineering from Virginia Polytechnic Institute and State University. In 1988, Mr. Huang obtained his Master of Science from Dalian Institute of Science and Technology. In 1985, Mr. Huang obtained Bachelor of Engineering from Huazhong Institute of Science and Technology.
Mr. Huang has no compensation agreement, arrangement or understanding with the Company, and does not beneficially hold any securities of the Company.” otcmarkets.com/filing/html?i…
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#NewDealTechnologique #MCTN #SenegalDigitalFactory
Jour 1 – Cotech .
La Delivery Unit du Ministère de la Communication et de l’Économie Numérique réaffirme son engagement pour une mise en œuvre efficace et coordonnée des initiatives numériques.
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#NewDealTechnologique #MCTN #SenegalDigitalFactory
Au Cotech du programme Sénégal Digital Factory, deux partenaires clés renforcent la dynamique collective.
Expertise, engagement et vision partagée au service d’un écosystème numérique innovant, inclusif et durable.
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Apr 5
Le Fonds Muskoka est présent au Village des découvertes du One Health Summit les 5 et 6 avril à Lyon au Parc de la Tête d'or.
Sur notre stand, découvrez deux parcours visuels qui illustrent concrètement l’approche One Health :
- Environnement, eau et infrastructures durables
Préserver l’environnement et garantir l’accès à l’eau potable, c’est améliorer directement la santé des femmes et des enfants et renforcer l’autonomisation des femmes et des filles, leur accès aux droits, à l’éducation et à la participation citoyenne.
- Résilience des systèmes alimentaires
Dans les communautés, la valorisation de produits locaux et saisonniers permet :
- une alimentation plus accessible et diversifiée
- la lutte contre la malnutrition
- la réduction des coûts de santé
Grâce aux agents de santé communautaire, les familles apprennent à composer des repas adaptés aux jeunes enfants, riches en micronutriments.
Résultat : une amélioration durable de la santé et du développement des enfants.
Une ambition portée à haut niveau par le Dr Chilanga Asmani, Président du COTECH.
#OneHealthSummit
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🛑⛔ Je vous présente Cotech-Print, l’une des meilleures imprimeries de Kinshasa 🇨🇩, initiée par Jospin Kowepindo Hulute, originaire du Nord-Ubangi.
Banderoles, polos, bâches, livres, cachets… qualité professionnelle garantie !
Présente à Kinshasa (UNP, Delvaux, Victoire)
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Mar 4
T'oublie la réunion prépa cotech qui vient avant le cotech pré copil
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Mar 3
le concept d’un cotech pré copil pourrait tuer un enfant victorien 💭
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Muy recomendable de escuchar.
youtu.be/FbJQIYJoqg8?si=gyMI…
Las PRUEBAS del CASO EPSTEIN REVELAN la mano de la ELITE SIONISTA en los MEDIOS y POLITICA ESPAÑOLA.
El judio argentino (Martin Varsavsky) que sale alguna vez en el programa de el Horizonte tenia vínculos financieros con Epstein. Este hombre (Varsavsky) es propietario de una empresa de biotecnologia genetica y transhumanismo financiada directamente por Epstein - el cual trabajaba directamente para los intereses de Israel - (recibiendo millones de $$$ de Epstein y Bill Gates a traves de una empresa llamada Neo Teny 3).
Varsavsky financió (y es oficial y no una conspiración) a Podemos, y al movimiento 15 M (es decir, el mov. Woke, LGTBI inmigracion..), para luego apoyar a Ciudadanos y ahora a Vox y a Alvise Pérez (patriotismo).
En los mensales de Epstein con Peter Thief (multimillonario fundador de Paypal y Palantir defensor del tecnofeudalismo y escépticos de la democracia, obsesionado con el Anticristo, cercano a Donald Trump y muy cercano a Epstein) se indica que el plan de política exterior americano es "convertir el mundo en un desorden deliberado para controlar a las sociedades, ayudando y financiando a los partidos con menos apoyo para que se maten entre ellos". cita textual en sus correos.
La actual presidenta de Atresmedia (Cristina Garamendia) a parte es dueña junto con Varsvsky de empresas de biotecnologia genetica como Cotech, Genetics..con lo cual no es raro que este señor (Varsavsky) aparezca por algún plató de tv española "blanqueando" el caso Epstein..
Conclusión: los medios de comunicación y partidos políticos españoles están todos muy podridos porque están financiados y apoyados por personas que a su vez apoyan a Marruecos y la desestabilizacion de nuestro pais a traves de estos supuestos filántropos millonarios..Soros, Gates, Varsavsky,.. relacionados algunos de ellos con Epstein y por tanto, con los servicios de inteligencia israelí.
Está todo muyyy podrido..💩💩
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Feb 2
Oiga este hijueputa burro mentiroso y desinformador... Desde 2016 la "Cotech" demando ante la SIC a las plataformas como Uber y desde allí han existido polémicas y discusiones por la "Legalidad" del servicio... El lío aún no se resuelve y tampoco es algo nuevo
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Parlons du coût des réunions.
L'ANCT, c'est le royaume du "Comité de Pilotage" (COPIL). Pour chaque micro-projet, il faut :
- Un COPIL (niquez-vous)
- Un COTECH (en cercle)
- Une revue de projet (avec du piment de Cayenne)
- Une validation en Préfecture C'est votre argent qui part en cafés et en temps de cerveau gâché. (sur une chanson de Laurent Voulzy)
Estimons le massacre : avec plus de 400 cadres hauts de gamme, la masse salariale du siège frôle les 40 millions d’euros. Ajoutez à cela les frais de déplacement et la logistique. Tout ça pour faire de la "coordination". En clair : des gens payés pour surveiller d'autres gens qui travaillent.
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