Really taken off since the start of the year with $TMC , $OKLO , $BABA (-1,02 %) , $PBR (-0,66 %) and $ASML (-3,49 %) really ripping. $URNJ
$U.UN and other uranium investments have quietly recovered from the sell off after 2023. Cash has sat and behaved nice too.

risk tolerance waned with Oklo since it seemed like the cart got ahead of the horse especially at $20bn USD valuation. Feeling very solid with $TMC and comfortable with that composition at/above 10% weight.

curious if anyone has suggestions or portfolio management ideas