Mar. 9 at 8:33 PM
After all that, the Krypton Research portfolio is back to about +18% YTD, all while markets struggle to do anything and most winners from 2025 struggle as their strategy of high beta and forget fizzles.
We expect things to get even better now, with markets getting their first decent chance to snap higher with renewed volatility... looking to get over that +30% hump by March end.
$SPY $QQQ
As a reminder, for less than
$1 per day you get access to full research reports on our portfolio companies that include:
1. A 100%+ upside name poised to benefit from massive investments into the grid as AI swells electricity demands (Not the usual
$CEG $VST etc...)
https://kryptonresearch.substack.com/p/ai-powers-ahead
2. A 70% upside leisure company growing revenues over 12% annually and buying back nearly 20% of its stock.
https://kryptonresearch.substack.com/p/a-k-shaped-pick
3. A potential 10x+ bet on a company with a technology that can revolutionize how data centers and neoclouds look at water consumption and waste.
https://kryptonresearch.substack.com/p/the-next-ai-trade