Become a Creator

Become a Creator

Become a Creator

Mar 13, 2026

dub Advisors Weekly Wrap #9

New Portfolios: This week we launched two new strategies. LEOPOLDAI targets the AI infrastructure buildout thesis championed by former OpenAI researcher Leopold Aschenbrenner, focusing on semiconductors, energy producers, and data center companies poised to fuel AGI development. DEFENSETCH invests in next-generation defense technologies including AI-powered intelligence platforms, autonomous drones, directed energy weapons, and space-based surveillance—capturing the military's shift from legacy hardware toward software, autonomy, and commercial space.

CRYPTOCORP +5.13%. Crypto rallied as Bitcoin rose ~6% to $71,200 on safe-haven flows. Circle (CRCL, 13.0%) surged 13.2% on stablecoin regulatory tailwinds from Trump's March 4 support. MARA (12.3%) jumped 16.4% on Starwood Capital AI data center partnership targeting 2.5 GW. Core Scientific (CORZ, 9.2%) gained 11.0% after $500M Morgan Stanley facility. Galaxy Digital (GLXY, 10.0%) rose 8.7% on $200M buyback. Robinhood (HOOD, 7.3%) dropped 4.8% after Ventures Fund I tanked 11% on NYSE debut.

TRUMP +4.78%. Unusual Machines (UMAC, 40.3%) surged 24.0% after blowout Q4 (revenue +144% YoY) with 80%+ enterprise/defense sales and Pentagon Drone Dominance tailwinds. QXO (QXO, 22.2%) fell 7.4% on weak housing dynamics. Trump Media (DJT, 37.5%) declined 3.7%.

LEOPOLDAI +4.11%. AI infrastructure benefited from Oracle's blowout earnings. SanDisk (SNDK, 5.2%) led at 25.5% after reports NAND supply for all 2026 "sold out." CoreWeave (CRWV, 24.2%) jumped 11.1% on Oracle sympathy and Perplexity partnership. Bloom Energy (BE, 16.3%) surged 14.3% on Bloomberg 500 Index inclusion. IREN (6.6%) rose 13.3% on 50,000+ Nvidia B300 GPU purchase agreements. Lumentum (LITE, 8.6%) gained 11.5% on Nvidia $2B investment and S&P 500 inclusion.

ETHERTRND +3.94%. Fidelity Ethereum ETF (FETH, 100.0%) tracked Ethereum's recovery from ~$1,935 to ~$2,100 as $115M outflows reversed to $52M inflows.

ANTICRAMER +3.73%. Mixed performance. IREN (17.3%) surged 13.3% on GPU agreements. Teladoc (TDOC, 20.0%) jumped 5.7% after Deutsche Bank upgrade following Universal Health's $835M Talkspace acquisition. MicroStrategy (MSTR, 21.8%) gained 4.6% adding ~3,015 BTC. Lithium Americas (LAC, 10.0%) fell 3.5% on Trump admin walking back price floor commitments. AMC (AMC, 4.0%) dropped 6.8% on debt issuance.

CRYPTOCORP's inception date was July 18, 2024 and performance since inception was 61.1%. TRUMP's inception date was June 17, 2024 and performance since inception was 1.9%. LEOPOLDAI's inception date was March 9, 2026 and performance since inception was 7.4%. ETHERTRND's inception date was August 14, 2024 and performance since inception was 34.0%. ANTICRAMER's inception date was December 12, 2024 and performance since inception was 20.5%. 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.