Taking a fresh look at the portfolio here. A few positions catching attention right now:

$SPSC looks positioned for significant growth—potentially reaching billion-dollar valuation territory as the next momentum wave kicks in. The setup feels solid for what's coming next.

$RAM is starting to build differently. Expect this one to accelerate noticeably throughout 2026, with narrative momentum likely to dominate headlines as the year progresses. The story here could be huge.

$CUTE represents a personal conviction play. Community adoption is the real catalyst—once more mainstream investors start understanding what this is about, the dynamics shift completely. Just waiting for that expansion phase to really materialize.