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Jan 23, 2026

dub Advisors Weekly Wrap #2

PRECIOUS +11.13%. Precious metals posted strong gains during the week of January 16-23. Platinum (PPLT, 8.9%) led sector performance, while silver (SLV, 23.4%) rose sharply amid ongoing supply dynamics including China's refined silver export licensing requirements. Palladium (PALL, 1.9%) and gold (GLD, 65.7%) also advanced on safe-haven demand related to geopolitical developments including Greenland sovereignty tensions.

STEEL +4.10%. Steel producers gained on continued 50% Section 232 tariff protection supporting domestic pricing. Cleveland-Cliffs (CLF, 16.8%) led at 7.8%, while Steel Dynamics (STLD, 22.2%) gained 4.5% and Nucor (NUE, 22.7%) rose 4.2%. The sector benefited from favorable pricing dynamics versus international competition.

GEMINIAI +3.39%. Mixed performance across holdings. Precious metals miners including Royal Gold (RGLD, 8.0%) and Wheaton Precious Metals (WPM, 8.7%) gained on underlying commodity strength. Reports emerged of potential Devon Energy-Coterra merger discussions. Exxon (XOM, 9.3%) gained 3.9%. GE Aerospace (4.3%) declined 9.6% following earnings as investors reacted to 2026 guidance.

ANTICRAMER +3.13%. Lithium Americas (LAC, 24.5%) led gains as lithium prices showed strength. Plug Power (13.9%) gained 5.9%. AMC (11.9%) and Kraft Heinz (1.6%) faced continued fundamental challenges with modest declines.

MATERLIDX +3.04%. Mining stocks Newmont (NEM, 11.3%), Rio Tinto (RIO, 11.0%), and BHP (11.8%) rose on commodity strength and sector rotation. However, building materials faced pressure as Sherwin-Williams (SHW, 8.4%) declined 2.6% on housing market weakness. Industrial stocks including Johnson Controls (JCI, 7.1%) and Trane (TT, 8.1%) showed modest weakness.

PRECIOUS's inception date was April 22, 2024 and performance since inception was 148.4%. STEEL's inception date was November 7, 2024 and performance since inception was 25.1%. GEMINIAI's inception date was October 22, 2024 and performance since inception was 30.0%. ANTICRAMER's inception date was December 12, 2024 and performance since inception was 38.3%. MATERLIDX's inception date was April 20, 2024 and performance since inception was 32.0%. 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.

© 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.