Burnside private dashboard · stocks
Stock thesis dashboard
Clean HTML briefs for Patrick’s main holdings, watchlist names and core accumulation plan — built from the KB, not from screenshot content.
01
Dashboard
Main ticker thesis map
| Ticker | Status | Current action | Thesis health |
|---|---|---|---|
| RKLB Rocket Lab | Held · dominant free-carry | Hold / trim-watch, not DCA | 86/100 qualitative |
| GME GameStop / RC special situation | Held · special situation | Hold / catalyst-monitor | 62/100 qualitative |
| IREN IREN | Held · AI cloud pivot | Accumulate selectively / long-game hold | 84/100 qualitative |
| ONDS Ondas | Held · long-game option defence/drone | Hold and let it prove; selective add only | 61/100 qualitative |
| NBIS Nebius | Watchlist · high-interest AI infra | Starter candidate; don’t chase | 80/100 qualitative |
| ASTS AST SpaceMobile | Watchlist · speculative satellite connectivity | Watch; milestone-backed starter only | 64/100 qualitative |
| MU Micron | Watchlist · AI/HBM memory | Research pullback only | 70/100 qualitative |
| URNM URNM | Held/planned · uranium basket | Monthly DCA / tactical pullbacks | 72/100 qualitative |
| GEV GE Vernova | Held · small energy infra | Hold; no active buy-zone | 66/100 qualitative |
| Core VTI + BOT core foundation | Monthly boring-foundation | Keep contributing | 90/100 qualitative |
02
Roadmap
Private second brain direction
01
Manual refresh first
Regenerate and deploy when Patrick asks.
02
On-demand deploy later
One command refresh once hosting/access are proven.
03
Wider KB cockpit
Projects, clients, decisions and alerts can be added after stocks prove useful.