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Jan 9, 2026

dub Advisors Weekly Wrap #1

PRECIOUS +5.62%. Silver (SLV, 21.0%) led with 10.1% gain amid supply fears from China's January 1 export licensing restrictions covering 60-70% of global refined silver supply. Palladium (PALL, 2.0%) jumped 11.6% on tight supply and pending U.S. Commerce anti-dumping ruling on Russian imports. Platinum (PPLT, 8.4%) gained 6.3% on persistent supply deficits. Gold (GLD, 68.5%) rose 4.1% to ~$4,445/oz after U.S. captured Venezuelan President Maduro January 3-4, triggering safe-haven flows.

AIPOWER +5.60%. Bloom Energy (BE, 10.7%) surged 35.8% on AI data center power demand, with HSBC adding to top picks. Oklo (5.0%) jumped 35.4% after announcing 1.2 GW nuclear deal with Meta—part of Meta's landmark 6.6 GW package January 9. NuScale (SMR, 7.8%) rose 25.8% following DOE's $2.7B uranium enrichment investment January 5. Centrus (LEU, 9.8%) gained 12.4% on $900M DOE task order January 6. GE Vernova (9.7%) fell 8.4% on Baird downgrade to Neutral.

ANTICRAMER +5.21%. Lithium Americas (LAC, 38.8%) led at 13.0% as China lithium carbonate prices rose 20%+ in early January. Whirlpool (WHR, 8.3%) surged 12.0% on tariff tailwinds with 80% domestic U.S. production versus ~25% for competitors. Medical Properties Trust (MPW, 3.6%) rose 6.7% on 12.5% dividend increase to $0.09/share and $150M share repurchase program. AMC (17.4%) gained 1.9% on strong holiday performance.

FASHION +4.35%. Capri (CPRI, 7.9%) led at 7.1% after Citigroup reinstated Buy with $31 target January 5. Estée Lauder (EL, 18.8%) rose 6.5% after Raymond James double-upgraded to Strong Buy with $130 target January 5. Revolve (RVLV, 13.6%) gained 4.2% on Zacks Strong Buy upgrade, and Tapestry (TPR, 22.9%) rose 4.1% on multiple analyst target increases.

CRYPTOCORP +4.27%. Riot (8.2%) led at 8.2% after announcing January 2 shift to data center revenue metrics and CFO transition. Core Scientific (CORZ, 8.4%) rose 7.2% on BTIG Buy upgrade citing undervaluation at ~$4M/MW versus ~$7M/MW peer average. Marathon (MARA, 12.0%) gained 3.1%, and Coinbase (COIN, 31.3%) rose 1.8% after CEO announced "everything exchange" strategy January 1.

PRECIOUS's inception date was April 22, 2024 and performance since inception was 115.5%. AIPOWER's inception date was September 2, 2025 and performance since inception was 33.0%. ANTICRAMER's inception date was December 12, 2024 and performance since inception was 27.6%. FASHION's inception date was June 25, 2024 and performance since inception was 50.7%. CRYPTOCORP's inception date was July 18, 2024 and performance since inception was 81.7%. This is not investment advice and is opinion only. Performance shown is gross of fees and does not include SEC and TAF fees paid by customers transacting in securities. Investing involves risk, including the potential loss of principal. The dub app is owned and operated by DASTA Inc. Advisory services provided by dub Advisors, an SEC registered investment advisor. Past Performance does not guarantee future results. For our general disclosures: https://support.dubapp.com/hc/en-us/articles/18018534403099-General-Disclaimer

© 2026 dub Advisors. All rights reserved.

Investment advisory services are provided by dub Advisors, LLC, an SEC-registered investment adviser. Registration with the SEC does not imply any particular level of skill or training. Brokerage services are provided by dub Financial, LLC, a registered broker-dealer and FINRA/SIPC member, with clearing services provided by Apex Clearing Corporation. Read full disclosures here.

© 2026 dub Advisors. All rights reserved.

Investment advisory services are provided by dub Advisors, LLC, an SEC-registered investment adviser. Registration with the SEC does not imply any particular level of skill or training. Brokerage services are provided by dub Financial, LLC, a registered broker-dealer and FINRA/SIPC member, with clearing services provided by Apex Clearing Corporation. Read full disclosures here.

© 2026 dub Advisors. All rights reserved.

Investment advisory services are provided by dub Advisors, LLC, an SEC-registered investment adviser. Registration with the SEC does not imply any particular level of skill or training. Brokerage services are provided by dub Financial, LLC, a registered broker-dealer and FINRA/SIPC member, with clearing services provided by Apex Clearing Corporation. Read full disclosures here.