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%.