Quarter snapshot

Situational Awareness

history	Ticker	Change	% of portfolio	Shares	Value
≡	BE	−36%	22.79%	6,485,408	$878,707,930
≡	SNDK	+8%	18.79%	1,140,119	$724,363,205
≡	CRWV	+18%	14.42%	7,177,919	$556,073,385
≡	IREN	+35%	10.4%	11,698,835	$401,036,064
≡	CORZ	−10%	10.09%	26,008,473	$389,086,756
≡	APLD	+19%	8.3%	13,478,438	$319,978,118
≡	RIOT	+87%	3.69%	11,502,137	$142,166,413
≡	CLSK	+648%	2.71%	12,276,139	$104,469,943
≡	SEI	−41%	1.62%	1,105,551	$62,474,687
≡	TE	NEW	1.14%	10,000,000	$43,900,000
≡	Unmapped CUSIP	+188%	1.01%	19,875,840	$38,757,888
≡	BTDR	+92%	0.77%	3,439,450	$29,751,243
≡	PSIX		0.68%	432,300	$26,318,424
≡	WYFI		0.54%	1,757,600	$20,933,016
≡	AMD	NEW	0.52%	99,138	$20,167,643
≡	BW		0.52%	1,353,900	$19,888,791
≡	SHAZ	NEW	0.47%	796,108	$18,095,535
≡	PUMP		0.34%	910,300	$13,117,423
≡	SMH	NEW	0.27%	26,950	$10,332,630
≡	INTC	+20234300%	0.23%	202,344	$8,929,441
≡	TSM	NEW	0.2%	22,423	$7,577,853
≡	HIVE	NEW	0.17%	3,391,547	$6,443,939
≡	ASML	NEW	0.16%	4,633	$6,119,405
≡	MU	NEW	0.15%	17,362	$5,865,578
≡	GLW	NEW	0.02%	5,283	$718,330
≡	NVDA	NEW	0.01%	2,855	$497,912
≡	LITE	SOLD	—	—	—
≡	CIFR	SOLD	—	—	—
≡	EQT	SOLD	—	—	—
≡	COHR	SOLD	—	—	—
≡	TSEM	SOLD	—	—	—
≡	KRC	SOLD	—	—	—
≡	HUT	SOLD	—	—	—
≡	LBRT	SOLD	—	—	—

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