Mar. 17 at 10:57 PM
The Krypton Research portfolio remains strong in relatively weak market conditions, and we are proving the worth of deep research and strong positioning.
For less than
$1 per day, we have a portfolio that covers:
1. Robotics/Data Center/Compute (Obviously not
$NVDA or retail robot plays like
$RR $SERV etc..)
2. A Grid investment that exists outside of popular names in the power sector that are strictly focused on power generation (like
$OKLO $GEV etc…)
3. A speculative, potentially 10x, investment on a company that can revolutionize how data centers manage both water and waste
4. A leisure company taking advantage of major shifts in consumer trends.
We have a team of seasoned analysts, and more importantly, thinkers.
We look for trends, themes and theses before any financials are reviewed.
We abstract our ideas and look to the market only for an answer, not just screening for cheap stocks or retail favorites.
That’s how we have and will outperform.
Less than a meal a day.
