Today highlights the importance of patience & a long-term view in small-cap investing, as holding firm & adding new positions led to my largest dollar gain ever -- with the portfolio up 11%.
Here are the top 5 holdings:
1. $Jumia Technologies AG(JMIA)$
3. $Rocket Lab USA, Inc.(RKLB)$
4. $Viking Therapeutics(VKTX)$
5. $AST SpaceMobile, Inc.(ASTS)$
2.
$NVIDIA(NVDA)$ is more than a Gen AI accelerator.
Their Omniverse platform powers virtual robot design & testing -- while CUDA Q establishes them in quantum computing by enabling quantum algorithm simulation on GPUs before deploying them to physical QPUs.
$10T company in the making.
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