Stocks / $PNG
$PNG first mention in our archive Apr 25, 2026 · latest 3d ago
Price · Mention timeline 3 mentions since Apr 2026 Loading price chart…
Who's mentioning $PNG $MU
— HBM ramp for AI training is the re-rating catalyst. Cyclical + secular tailwinds aligned.
— AWS AI layer compounding quietly. Margin expansion underway.
— Solid-state battery timeline extending but the TAM remains massive. High conviction, high patience.
— Institutional crypto infrastructure play. Regulatory clarity improving.
— Quiet beneficiary of in-space manufacturing. Government contracts provide the floor.
$META
— Ad machine funding a long-term AI moat. Execution consistently underestimated.
— Voice AI expanding into enterprise. Execution needs to match the narrative.
— Enterprise budget pressure real. Monitoring AI-native competition closely.
$JOBY
— eVTOL certification is the gating factor. This is a 2027+ story.
— Robotaxi and FSD are the real thesis now. Energy storage remains overlooked.
— Richtech Robotics bringing AI-powered service automation to hospitality and food service. Robotics adoption cycle still early.
— Kraken Robotics underwater technology and defence sonar thesis building. Watching for contract catalysts to confirm the move.
This portfolio is built around long-duration themes:
⚡ AI Infrastructure
☁️ NeoCloud
🚀 Space Economy
⚛️ Quantum
🔋 Energy Transition
🤖 Robotics
🧬 AI Healthcare
Volatility is noise. Execution + patience is the edge.
Not financial advice.
Portfolio Update — May 2, 2026
$PLTR +770.82%
$CLS +651.53%
$ONDS +426.29%
$NBIS +307.04%
$HIMS +258.82%
$OKLO +202.32%
$RKLB +170.77%
$SOFI +142.97%
$IONQ +142.02%
$AAOI +104.43%
$TSLA +73.50%
$ABCL +55.79%
$MU +52.72%
$AMZN +48.89%
$QS +48.22%
$GLXY +37.05%
$RDW +27.67%
$META +24.47%
$SOUN +20.76%
$PNG +15.68%
$RR -3.13%
$PATH -4.04%
$JOBY -13.05%
20/23 green
3 positions in progress — conviction intact
$SOUN officially in the green
Cash: 8.6% of portfolio
🙌 Not financial advice.
Portfolio Update — April 25, 2026
$PLTR +758.70%
$CLS +642.59%
$ONDS +443.81%
$HIMS +298.95%
$NBIS +283.43%
$OKLO +206.23%
$SOFI +173.08%
$RKLB +172.65%
$IONQ +126.51%
$AAOI +80.27%
$NVDA +75.20%
$TSLA +66.38%
$ABCL +47.72%
$AMZN +47.02%
$QS +46.40%
$MU +39.84%
$META +38.04%
$RDW +33.56%
$GLXY +27.42%
$PNG +25.00%
$SOUN +1.23% new position
$RR -5.06% 🩸
$PATH -7.09% 🩸
$JOBY -19.70% 🩸
Cash: 8.7% of portfolio
21/24 green. 3 positions in progress — conviction intact. $GLXY & $SOUN flipped green.
🙌 Not financial advice. DYOR.
