CleanSpark is a leading Bitcoin mining company, focused on sustainable and low-carbon energy sources. It operates a large-scale mining infrastructure, strategically positioned to capitalize on the growing digital asset economy. The company's commitment to energy efficiency and expansion of its mining capacity drive its strong growth prospects in the evolving cryptocurrency landscape.

Operating the largest rare earth mine in North America, MP Materials is critical for domestic supply chain resilience. Geopolitical tensions are accelerating demand for its essential inputs for electric vehicles and defense technology. The company's integrated production facility positions it uniquely in the global rare earth market. Strategic partnerships are expanding its processing capabilities.

As a key supplier to the semiconductor industry, Lam Research is benefiting from massive investments in chip manufacturing worldwide. The ongoing AI boom and expansion of data centers drive strong demand for its etching and deposition equipment. Global chip shortages underscore the necessity of its technology for advanced silicon production. Its strong R&D pipeline ensures continued innovation.

NVIDIA is at the forefront of the AI revolution, with its GPUs powering everything from supercomputers to autonomous vehicles. Its dominant position in data center AI chips makes it a critical infrastructure provider for the digital economy. The exponential growth of AI applications ensures sustained high demand for its innovative hardware and software platforms. Continuous ecosystem development strengthens its market lead.

Palantir provides cutting-edge data analytics platforms used by governments and large enterprises for complex problem-solving. Its defense contracts are growing amidst rising global security concerns and the need for advanced intelligence tools. Commercial adoption is expanding rapidly as businesses seek to leverage data for operational efficiency and competitive advantage. The company's unique technology suite offers powerful insights.

Develops and produces electro-optic technologies for the aerospace market. The Group’s reportable segments are Defence and Space. Systems including remote weapon systems and counter-drone technology represent the primary revenue driver, complemented by space systems for satellite tracking and optical sensors. The company has recently focused on high energy laser weapons and counter-UAS technology development.

DroneShield is a leading provider of counter-drone technologies, crucial for national security and critical infrastructure protection. The proliferation of drone threats globally drives strong demand for its innovative detection and mitigation systems. Its solutions are adopted by defense, government, and commercial clients across various regions. Continued R&D ensures its cutting-edge position in the evolving threat landscape.

URA offers investors targeted exposure to the uranium mining and nuclear components sector. Growing recognition of nuclear power as a clean and reliable energy source boosts long-term prospects for uranium. Supply constraints coupled with rising demand from utilities support commodity price appreciation. This ETF provides diversified access to key players in the nuclear fuel cycle. URA holds major uranium mining companies such as Cameco Corporation, Kazatomprom, and NexGen Energy among its top holdings, providing diversified exposure across the global uranium supply chain.

Arista Networks delivers high-performance network solutions for data centers and cloud computing environments. The increasing demand for bandwand low-latency networking in the AI era positions ANET for strong growth. Its innovative software-driven approach offers superior scalability and automation compared to traditional competitors. Hyperscale cloud providers are major adopters of its technology.

UnitedHealth Group is a diversified healthcare leader, operating through two primary platforms: Optum and UnitedHealthcare. As one of the largest healthcare companies globally, it offers a broad range of health benefits, care delivery, and health technology services. The company's extensive market penetration and strategic investments position it for continued growth amid an aging population and increasing demand for integrated healthcare solutions.

Byrna Technologies is a less-lethal self-defense technology company that develops and manufactures innovative personal security solutions. The company holds a strong market position within the rapidly expanding personal security sector, offering effective non-lethal options for civilian and professional use. Its growth prospects are driven by increasing global demand for reliable and safe defense alternatives.

BWXT is well-positioned for growth given the expanding global interest in nuclear energy for both power generation and specialized applications.

Direxion Daily Gold Miners Index Bull 2X Shares (NUGT) is a leveraged ETF designed to provide 2X daily exposure to an index of gold mining stocks. NUGT tracks the NYSE Arca Gold Miners Index, which includes major gold mining companies such as Newmont Corporation, Barrick Gold Corporation, and Agnico Eagle Mines Limited among its top holdings. Due to its leveraged nature, NUGT exhibits high volatility and is suitable only for sophisticated investors. It serves as a tactical trading instrument for those with a strong bullish outlook on the gold mining sector.

BLOX is an Exchange Traded Fund (ETF) designed to provide investors with exposure to companies involved in blockchain technology and cryptocurrency innovation. It invests in a diversified portfolio of companies operating in various segments of the blockchain ecosystem, including cryptocurrency mining, blockchain development, and digital asset trading platforms. The fund aims to capitalize on the rapid adoption and technological advancements within the decentralized finance (DeFi) and Web3 spaces, offering significant growth potential. Key holdings typically include prominent blockchain infrastructure providers, such as Coinbase Global, Riot Platforms, and Marathon Digital Holdings, reflecting its focus on leading industry players.

The fund's top holdings include GDX call options (19.72%), U.S. Treasury Bills with various maturities (17.47%, 17.41%, 16.29%), and the First American Government Obligations Fund (16.08%), reflecting its strategy of using cash-secured options positions.

The ETF primarily holds Tesla call options and U.S. Treasury securities as collateral, with its performance directly tied to Tesla's stock movements and options premiums collected from the covered call strategy.