According to @stocktalkweekly, the top three portfolio positions by weighting are EnerSys (ENS) opened at 112.87 on 2025-10-13, Amkor (AMKR) opened at 24.35 on 2025-09-05, and Viavi (VIAV) opened at 13.58 on 2025-10-24; all positions are subject to change. source: @stocktalkweekly on X, Nov 23, 2025 The author notes the full 14-position portfolio is available at whop.com/stocktalk. source: @stocktalkweekly on X, Nov 23, 2025 No cryptocurrency tickers or digital-asset exposure are mentioned in the post, indicating no direct crypto market impact is specified. source: @stocktalkweekly on X, Nov 23, 2025

According to @stocktalkweekly, a new position in Photronics $PLAB was initiated yesterday and will be paired with a core Amkor $AMKR position initiated at $24.35 on Sept. 5 as part of a semiconductor supply chain re-shoring basket; source: @stocktalkweekly on X, Oct 3, 2025, x.com/stocktalkweekly/status/1974106101458342121. For traders, this disclosure highlights active exposure to U.S. semiconductor supply chain re-shoring via $PLAB and $AMKR, with no crypto market implications mentioned; source: @stocktalkweekly on X, Oct 3, 2025, x.com/stocktalkweekly/status/1974106101458342121.