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Feb 20, 2026

dub Advisors Weekly Wrap #6

DEFENSETCH +5.56%. Defense tech rallied on US-Iran tensions. nLIGHT (LASR, 30.4%) surged 7.1% from LOCUST laser deployment visibility. Red Cat (RCAT, 5.7%) jumped 9.7% on drone momentum and Northland PT raise to $22. AeroVironment (AVAV, 12.3%) rose 8.5% after JPMorgan initiated Overweight/$320. Kratos (KTOS, 14.5%) gained 7.9% on DoD contract wins. Palantir (PLTR, 24.4%) added 2.9% after Mizuho upgrade and DHS $1B purchase agreement.

SPORTS +5.39%. Apparel and sports surged on SCOTUS tariff ruling. Under Armour (UAA, 7.1%) jumped 13.2% on analyst upgrades and tariff relief. Madison Square Garden Sports (MSGS, 14.2%) gained 11.6% after board approved exploring Knicks/Rangers spin-off. Callaway Golf (CALY, 6.6%) rose 16.0% recovering from oversold levels. Amer Sports (AS, 19.6%) gained 5.4% ahead of earnings. Nike (NKE, 11.5%) added 3.6% on tariff ruling removing ~$1.5B impact.

PRECIOUS +3.26%. Metals rallied on dollar weakness and Iran risk. Silver (SLV, 20.3%) surged 9.9%, jumping +7.77% on Feb 20 to $84.52/oz after SCOTUS tariff ruling. Platinum (PPLT, 7.3%) rose 5.1%. Palladium (PALL, 1.8%) gained 4.0%. Gold (GLD, 70.6%) added 1.3% to $5,105.90.

FASHION +3.19%. Fashion rallied on tariff ruling. Capri (CPRI, 6.9%) led at 8.5% with ruling removing 130+ bps tariff drag. Estée Lauder (EL, 19.2%) gained 5.5% on ~$100M headwind removal. Ralph Lauren (RL, 28.4%) rose 4.3%. Tapestry (TPR, 27.3%) added 2.1%.

TRUMP +3.15%. Mixed results. Unusual Machines (UMAC, 24.2%) jumped 12.8% after Needham top drone pick call and $1.5B XTEND merger disclosure. QXO (QXO, 22.7%) fell 5.7% consolidating. Trump Media (DJT, 33.2%) declined 7.9% to near 52-week low. American Bitcoin (ABTC, 19.0%) fell 11.5%.

DEFENSETCH's inception date was January 8, 2026 and performance since inception was -6.9%. SPORTS's inception date was June 25, 2024 and performance since inception was 2.1%. PRECIOUS's inception date was April 22, 2024 and performance since inception was 135.7%. FASHION's inception date was June 25, 2024 and performance since inception was 47.6%. TRUMP's inception date was June 17, 2024 and performance since inception was -5.3%. 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.