I got pretty lucky on a lot of this, especially WOLF. Not pictured is anything I am still not holding on to, mostly a handful of random AI stocks I dropped, and anything with more marginal gains and losses (FCX and SCCO up 16% most notably, as well as CMPS SATL RZLV LNZA SHLD CCJ)
Basic strategy is just finding companies with deals to do something more than they have before. A new factory, new big product, years of work backlog, needing regulator approval + donating to the current admin, things that more often than not will work out.
Let’s see how year two goes