Portfolio pulse check—we're sitting at +27% so far this year, and honestly the space-sector play has been the real engine here. Been running heavy on exposure to names like RKLB, ONDS, CIFR, RDW, LUNR, BSOL, UMAC, TMDX, CAN, SMR, ADUR, SATL, and AUR. This week added another solid notch to the belt as these positions kept their momentum going. The rally in space-adjacent assets has been pretty relentless through January and February—different from the usual rotation patterns we see. If this thesis holds, there's more runway here. It's the kind of concentrated bet that either pays or teaches you expensive lessons, but the data so far is speaking for itself.