To The Moon

Top 10 Small-Cap Holdings & Why I’m Invested

1. $Rocket Lab USA, Inc.(RKLB)$

• Providing end-to-end satellite launches, manufacturing & data solutions -- positioning itself as the “FedEx of Space” in a $400B+ space economy.

2. $Jumia Technologies AG(JMIA)$

• Building a logistics & fintech ecosystem to drive e-commerce growth in Africa -- targeting the underpenetrated $75B online retail market.

3. $IONQ Inc.(IONQ)$

• Powering quantum with scalable trapped-ion technology, offering superior reliability & accessibility over superconducting qubit -- positioning it for growth in a projected $1.3T market by 2035.

4. $Viking Therapeutics(VKTX)$

• Advancing metabolic & endocrine treatments with a leading NASH & obesity pipeline -- addressing a $50B+ market opportunity in weight loss & liver disease.

5. $AST SpaceMobile, Inc.(ASTS)$

• Pioneering satellite-based mobile broadband with SpaceMobile -- aiming to provide seamless global connectivity by bridging terrestrial networks and tapping into a $1T+ telecom market.

6. $Recursion Pharmaceuticals, Inc.(RXRX)$

• Leveraging AI-driven drug discovery to accelerate biotech innovation -- optimizing molecule design & targeting a $100B+ precision medicine market.

7. $Aehr Test(AEHR)$

• A key enabler of silicon carbide (SiC) & advanced semiconductor testing -- capitalizing on the $40B+ shift to next-gen power electronics for EVs and AI.

8. $Industrial Minerals Ltd(IND.AU)$

• Powering automotive innovation with highly integrated mixed-signal semiconductors -- leading in ADAS & EV applications within a $50B+ automotive chip market.

9. $Fastly, Inc.(FSLY)$

• Delivering ultra-low-latency edge computing & security solutions -- optimizing AI-driven content delivery & performance across a $40B+ CDN & cloud security market.

10. $Navitas Semiconductor Corp(NVTS)$

• Enabling next-gen power efficiency with GaN semiconductors -- transforming energy consumption in EVs, data centers & industrial applications in a $20B+ market.

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