Become a Creator

Become a Creator

Become a Creator

Feb 27, 2026

dub Advisors Weekly Wrap #7

PRECIOUS +5.20%. Precious metals surged on Iran tensions and hot PPI. Silver (SLV, 21.4%) jumped 10.92% to $92-94/oz on safe-haven demand and fifth year of supply deficit. Gold (GLD, 69.3%) rose 3.23% to ~$5,250/oz, marking seventh consecutive monthly gain. Platinum (PPLT, 7.6%) gained 9.28% past $2,300/oz on South African supply constraints. Palladium (PALL, 1.7%) added 1.75%.

CRYPTOCORP +4.97%. Crypto stocks diverged despite Bitcoin at ~$65,500. Circle (CRCL, 10.0%) surged 32.40% after Q4 beat on Feb 25 (USDC circulation $75.3B +72% YoY, EBITDA +410% QoQ) and GENIUS Act passage. MARA (12.5%) jumped 12.17% on Starwood Capital partnership to convert mining sites into AI data centers targeting ~1 GW. Coinbase (COIN, 27.3%) gained 2.63% on trading launch momentum. RIOT (10.4%) rose 3.89%. CleanSpark (CLSK, 12.1%) added 3.11%. Galaxy Digital (GLXY, 9.7%) fell 2.88%.

BUDFUND +3.98%. Cannabis rallied on rescheduling tailwinds. Innovative Industrial Properties (IIPR, 27.0%) surged 15.86% after Feb 23 Q4 beat with tenant recovery progress and Trump rescheduling order. Rexford Industrial (REFI, 25.2%) gained 1.67%. Tilray (TLRY, 17.6%) added 1.55%. Cronos (CRON, 30.3%) fell 1.11% despite record revenue.

MATERLIDX +3.60%. Materials rallied on commodity strength. Agnico Eagle (AEM, 10.4%) jumped 10.23% on gold above $5,250. Southern Copper (SCCO, 11.9%) surged 8.60% to $223.89 on copper at $5.97/lb. Newmont (NEM, 10.4%) gained 6.44% after Feb 19 earnings beat. BHP (BHP, 12.6%) rose 6.18% with copper exceeding 50% of EBITDA. Linde (LIN, 12.8%) added 2.33% on 7% dividend increase. CRH (CRH, 6.8%) fell 3.27%.

UTILITYIDX +3.45%. Utilities posted best month since 2003 on AI power demand. Constellation Energy (CEG, 9.1%) led at 11.88% after Q4 beat and $16.4B Calpine acquisition. GE Vernova (GEV, 16.3%) gained 5.21% after $5.275B Prolec acquisition and doubled dividend. National Grid (NGG, 10.0%) rose 3.87% to 52-week high. Sempra (SRE, 7.8%) gained 2.91% with Oncor's 255 GW data center queue. Dominion Energy (D, 7.1%) fell 4.28% on ex-dividend date and weak guidance.

PRECIOUS's inception date was April 22, 2024 and performance since inception was 148.7%. CRYPTOCORP's inception date was July 18, 2024 and performance since inception was 51.5%. BUDFUND's inception date was July 16, 2024 and performance since inception was 1.1%. MATERLIDX's inception date was April 20, 2024 and performance since inception was 49.0%. UTILITYIDX's inception date was April 21, 2024 and performance since inception was 64.6%. 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.