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Mar 6, 2026

dub Advisors Weekly Wrap #8

DEFENSETCH +6.81%. Defense tech surged on Operation Epic Fury Iran strikes launched Feb 28. Red Cat (RCAT, 6.7%) jumped 31.8% on Asia-Pacific Black Widow orders and Ladenburg PT raise to $20. BlackSky (BKSY, 2.4%) rose 25.9% after Q4 beat with record revenue and renewed NGA surveillance contract. Palantir (PLTR, 27.1%) gained 14.6% on analyst upgrades and military AI demand surge. AeroVironment (AVAV, 10.2%) fell 8.9% after Space Force SCAR stop-work order crashed stock 17% on Mar 2.

BIGTECHCO +1.95%. Big tech resilient amid geopolitical turmoil. Intuit (INTU, 7.7%) surged 17.6% after Q2 beat and 15% dividend increase. IBM (IBM, 11.2%) gained 7.8% on AI product launches. Microsoft (MSFT, 8.9%) rose 4.1% as safe-haven buying. Alphabet (GOOG, 13.9%) fell 4.2% on Anthropic Pentagon blacklist fallout. Apple (AAPL, 11.7%) declined 2.5% on supply chain and consumer concerns.

ENERGYIDX +1.92%. Energy rallied on largest weekly oil surge in futures history (WTI +35.6% to ~$91). Equinor (EQNR, 7.9%) led at 12.6% as Norway pipelines bypass Strait of Hormuz closure. Petrobras (PBR, 8.8%) gained 5.8% from geographic insulation. BP (BP, 7.3%) rose 4.1%. TotalEnergies (TTE, 10.0%) fell 2.0% with highest Middle East exposure at 29% of production.

CRYPTOCORP +0.87%. Crypto diverged sharply. Circle (CRCL, 12.1%) surged 22.1% after Q4 beat and stablecoin regulation tailwinds. Coinbase (COIN, 30.4%) jumped 12.2% after Trump endorsed CLARITY Act on Mar 4. Bitcoin miners collapsed as CoinDesk reported 15,000+ BTC sold to fund AI pivots: RIOT (8.9%) fell 13.0%, CORZ (8.7%) dropped 12.4%, MARA (11.2%) declined 10.4%, CLSK (11.1%) fell 7.4%.

PELOSI +0.23%. Portfolio nearly flat in volatile week. Vistra (VST, 28.5%) crashed 8.8% after Q4 miss and surging gas prices compressing margins. Broadcom (AVGO, 28.9%) gained 3.4% after Q1 beat. Palo Alto (PANW, 20.7%) jumped 10.8% on partnerships and upgrades. Micron (MU, 2.4%) fell 10.2% on semiconductor selloff. Alphabet (GOOG, 4.6%) dropped 4.2%.

DEFENSETCH's inception date was January 8, 2026 and performance since inception was -2.4%. BIGTECHCO's inception date was July 8, 2025 and performance since inception was -7.7%. ENERGYIDX's inception date was April 20, 2024 and performance since inception was 24.8%. CRYPTOCORP's inception date was July 18, 2024 and performance since inception was 53.0%. PELOSI's inception date was September 27, 2023 and performance since inception was 161.5%. 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.