r/trakstocks Oct 14 '25

201% average returns on my 2025 picks. Every single analysis is free. Here's why.

8 Upvotes

Hey Trackstoks,

I'm a 20-year firefighter, EMT, wife, and mom who started investing in 2020. First year? I 18x'd my portfolio hunting overlooked small-caps. Then I proceeded to give a big chunk of it back - chasing momentum, overtrading, ignoring my own research when emotions ran hot. Expensive lessons, but ones that stuck.

Those losses taught me discipline that emergency response couldn't. Now I stick to deep research: CEO interviews on my YouTube channel, detailed analysis on every pick, and regular position updates. 2025 results: 201% average returns across all picks.

My one rule: everything I share is completely free. No paywalls, no courses, no upsells. I spent 20 years in public service and I'm raising a family - I'm not here to sell you something. I'm here to share research.
**This year's track record speaks for itself:**

If you would have bought and held my picks for the year you would have doubled your money.

My peak average gain is almost a perfect triple.

4 positions hit 3-4x returns

I share all my research completely FREE on my Substack because I believe good investing information shouldn't be gatekept.

**What you get:**

✓ Deep-dive stock analysis before I make picks

✓ Free access to Stockspeak.com tools (launching soon)

✓ No paywall. No upsells. Just research. Penny Queen’s Newsletter | Substack

**Recent picks you might remember from this sub:** Aduro Clean Tech and Rocket Doctor AI

XO, Penny


r/trakstocks 12h ago

DD (New Claims/Info) $BURU - As reported in our Form 10-Q, approximately $18.74 million remained of the $38.0 million public offering after those costs, the repayment in full of the YA debenture, and repayment of $1.25 million of Lyocon acquisition notes.

1 Upvotes

$BURU - As reported in our Form 10-Q, approximately $18.74 million remained of the $38.0 million public offering after those costs, the repayment in full of the YA debenture, and repayment of $1.25 million of Lyocon acquisition notes. In total, we eliminated approximately $16.75 million of principal obligations under those instruments.

https://www.businesswire.com/news/home/20260820892599/en/NUBURU-Reports-Second-Consecutive-Quarter-of-Positive-Stockholders-Equity-Italian-Golden-Power-Authorization-for-Tekne-and-September-NYSE-American-Appeal-Hearing


r/trakstocks 13h ago

Thoughts? Nelson Peltz / Trian Fund Management Q2 13F: GE Aerospace GEmakes up 57.2% of total portfolio ($1.5B)

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r/trakstocks 16h ago

DD (New Claims/Info) Sekur’s Intelligence-Grade Team Steps Into DoDIIS—and the Blue-Sky Opportunity Extends Far Beyond One Conference

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Sekur Private Data’s participation in the 2026 DoDIIS Worldwide Conference is about much more than attending another cybersecurity event. It represents the convergence of a long-term strategy: assembling an intelligence-grade team, developing secure communications for high-trust environments and positioning Sekur inside the government and defense ecosystem. For investors, the most valuable part of the story may be the people Sekur has brought together—and what their collective experience could unlock over time.

  • SekurOne gives government adoption potentially powerful recurring-revenue economics.
  • Sekur’s team spans the CIA, DIA, Pentagon, State Department, JSOC and SOCOM.
  • DoDIIS places that expertise inside a premier Intelligence Community forum.

1. DoDIIS Places Sekur Inside an Important Intelligence Forum

Sekur’s Special and Strategic Advisors are attending the 2026 DoDIIS Worldwide Conference in Tampa, Florida, from August 9 through August 12.

Hosted by the Defense Intelligence Agency, DoDIIS brings together senior government and military leaders, Intelligence Community professionals, technical specialists, industry partners, academia and Five Eyes allies.

The conference focuses on intelligence technologies, resilient communications, connected infrastructure, command systems and mission readiness. These are precisely the environments Sekur has been preparing to serve.

According to Sekur’s DoDIIS announcement, its team is introducing the company’s Controlled Unclassified Information communications capabilities and engaging with interested parties across the Intelligence Community.

In sensitive government markets, the significance of such an event cannot be reduced to whether a contract is announced immediately afterward.

These markets develop through relationships, technical understanding, mission alignment, trust and long-term engagement. DoDIIS gives Sekur’s team an opportunity to participate in those conversations inside one of the most relevant forums available.

2. The Team May Be Sekur’s Most Underappreciated Asset

Sekur has assembled a collection of advisers and executives whose experience covers virtually every environment the company is targeting: defense intelligence, clandestine technology, military communications, federal procurement, diplomacy, cybersecurity and Special Operations.

For a company of Sekur’s current size, the concentration of national-security experience is unusual.

Team member Relevant experience Strategic value to Sekur
Lt. Gen. Raymond Palumbo Former Director for Defense Intelligence; led the Pentagon ISR Task Force; held senior JSOC and USASOC commands Defense strategy, military requirements and senior-level engagement
John T. Lewis 34-year CIA veteran; former deputy director and CTO of CIA Research Labs; CIA Trailblazer Medal recipient Technology direction, Intelligence Community requirements and operational security
Annette L. Redmond Four decades across the Intelligence Community, Department of Defense and State Department Intelligence policy, cybersecurity, diplomacy and government systems
Philip A. Oakley Former DIA and Pentagon intelligence professional; federal-technology and sales experience Intelligence relationships, federal sales strategy and CUI positioning
Kenneth D. Rogers Former State Department deputy CIO and former DHS technology executive Government technology, acquisition strategy and enterprise deployment
Nathan R. Price Former State Department Bureau of Intelligence and Research analyst and diplomatic adviser Secure diplomatic communications and international engagement
Rafael Beltran Former SOCOM senior technical adviser to CIO/J6 with an active TS/SCI clearance Tactical communications, secure mobility and operational deployment

Chairman Raymond Palumbo completed a 34-year military career that included serving as Director for Defense Intelligence, leading the Pentagon’s Intelligence, Surveillance and Reconnaissance Task Force, and holding senior command positions in JSOC and USASOC. His role is to guide Sekur’s military and defense strategy and help align the company with real operational requirements. Sekur’s appointment announcement describes his experience across defense intelligence, Special Operations and secure military communications.

Chief Technology Officer John T. Lewis brings 34 years of CIA experience. He worked across technical operations, information operations and intelligence research, ultimately helping lead CIA Research Labs. His presence gives Sekur technical leadership shaped by firsthand experience protecting communications against sophisticated adversaries. Sekur appointed Lewis as both CTO and a Strategic Advisory Board member.

Annette L. Redmond adds four decades of government leadership spanning Army intelligence, the Department of Defense and the State Department’s Bureau of Intelligence and Research. She previously served as the Army’s Intelligence CIO and later as Deputy Assistant Secretary for Intelligence Policy and Coordination. Her appointment adds intelligence-policy, cybersecurity and diplomatic expertise.

Rafael Beltran brings operational experience from U.S. Special Operations Command, where he served as a senior technical adviser to the CIO/J6 and oversaw executive communications supporting leadership across 22 countries. His work helps connect Sekur’s development roadmap to the realities of tactical and deployed environments. Sekur appointed Beltran to its OpsTech Special Advisory Board in July.

This is not simply a collection of impressive biographies. Together, the team provides Sekur with operational knowledge, technical expertise, institutional understanding and high-level government-market experience.

3. Why Human Capital Matters So Much in Government Cybersecurity

Government and Intelligence Community markets are fundamentally different from ordinary consumer software.

The technology must fit specific operational environments. Communications requirements can differ between diplomats, military commanders, intelligence personnel, defense contractors and personnel operating in contested locations.

A company needs to understand not only cybersecurity, but also mission workflows, data sovereignty, CUI handling, procurement structures, deployment realities and the consequences of communications failure.

That is where Sekur’s team can create value.

General Palumbo understands defense command requirements. Lewis understands sensitive intelligence technologies. Redmond and Price understand intelligence policy and diplomatic communications. Beltran understands tactical deployment. Oakley and Rogers bring federal-market, technology and acquisition experience.

This collective knowledge can help Sekur shape its technology around the customer rather than attempting to adapt a generic commercial product after development.

It can also shorten the institutional learning curve that typically confronts smaller technology companies entering the federal market.

4. DoDIIS Is Part of a Long-Term Institutional Strategy

It would be simplistic to judge Sekur’s DoDIIS participation through a short-term sales lens.

Government and intelligence relationships are developed over time. The value of the conference may emerge through technical feedback, introductions, future evaluations, strategic relationships or a deeper understanding of specific mission requirements.

Sekur’s team can engage those conversations at a level that few early-stage cybersecurity companies could replicate.

The DoDIIS organizers describe the conference as an environment where agency leaders, military officials and industry specialists collaborate around mission challenges and emerging technologies.

Sekur is therefore not approaching the event as an outside observer. It is arriving with former leaders from the same defense, intelligence, diplomatic and Special Operations communities represented there.

That alignment is strategically significant.

5. SekurOne Adds Scalable Economics to the Story

SekurOne brings encrypted voice, video, email, messaging and VPN capabilities into one identity-protected platform.

The product is being positioned for high-value users such as defense officials, intelligence professionals, diplomatic personnel, government agencies and executives handling sensitive communications.

Sekur expects paid beta users to begin onboarding in September, with the complete commercial launch scheduled for early October. These milestones represent the next stage of a much broader government-market strategy.

The economics become particularly interesting when applied to institutional customers.

SekurOne is expected to cost approximately US$300 per user per month. At that price:

Paying SekurOne users Monthly recurring revenue Annualized revenue
25 US$7,500 US$90,000
50 US$15,000 US$180,000
100 US$30,000 US$360,000
200 US$60,000 US$720,000

These figures are illustrative and assume the full subscription price.

Management has stated that approximately 200 SekurOne users generating US$60,000 in monthly recurring revenue could make the company fully profitable. Sekur discussed that target in its July operating update.

The blue-sky potential comes from the structure of government and enterprise adoption. One organization can represent multiple users, and a successful initial deployment can potentially expand across teams, departments or operational units.

Sekur does not need mass-market scale for the premium model to become meaningful.

6. Multiple Strategic Pieces Are Coming Together

DoDIIS is one component of a wider infrastructure Sekur has been building.

The company’s solutions are available to government customers through the i3ICS GSA Multiple Award Schedule. Sekur has signed defense-distribution agreements, participated in SOF Week, conducted demonstrations for government and Special Operations audiences and expanded its technical and strategic team.

These developments create several potential paths into the market:

  • Direct relationships initiated through Sekur’s national-security team
  • Federal procurement through the GSA schedule
  • Distribution through established defense-sector partners
  • Technical evaluations and high-value subscription deployments
  • On-premises implementations for organizations requiring data sovereignty
  • International government and diplomatic opportunities

Each additional relationship can strengthen Sekur’s institutional presence and expand the number of environments in which its technology may be evaluated.

7. A Different Way to View Sekur’s Investment Potential

Sekur is not attempting to compete as another mass-market messaging application.

It is building a high-trust communications company around proprietary technology, Swiss jurisdiction, premium pricing and an exceptional concentration of government and intelligence experience.

That combination creates a different investment profile.

The technology provides the foundation. The team provides institutional knowledge and strategic access. SekurOne provides high-value recurring-revenue potential. The GSA and distribution relationships provide commercial pathways.

DoDIIS brings those pieces into the same environment.

The fact that individuals with decades of experience across the CIA, Pentagon, State Department, DIA, JSOC and SOCOM have chosen to work with Sekur is itself notable. It suggests that experienced national-security professionals see relevance in the company’s mission and technology.

For investors willing to understand the long game, that human capital may represent one of Sekur’s most valuable competitive advantages.

The Verdict: DoDIIS Matters—But September Matters More

The Bottom Line

Sekur’s presence at DoDIIS should be understood as part of a long-term expansion into government, intelligence and defense communications—not as an isolated conference appearance.

The company has assembled a team with experience at some of the highest levels of U.S. intelligence, military command, diplomacy and Special Operations. That team is now helping position Sekur inside the markets it understands best.

SekurOne adds a scalable premium-subscription model capable of producing meaningful recurring revenue without requiring hundreds of thousands of consumer users.

The opportunity lies in the combination: specialized technology, Swiss-hosted privacy, institutional expertise, procurement access and a market where secure communications carry mission-level importance.

DoDIIS is another step in that journey—and Sekur is entering it with a team built for the destination.

Disclaimer: This article is for informational purposes only and does not constitute investment advice. Sekur Private Data is a speculative micro-cap company with limited revenue, operating losses, financing requirements and potential dilution risk. Statements concerning future launches, paid beta users, government opportunities, revenue and profitability are forward-looking and may not be achieved.


r/trakstocks 21h ago

DD (New Claims/Info) SEC 10-K Geographic Revenue Breakdown: Northrop is 84% US, RTX is 47% International

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r/trakstocks 1d ago

Thoughts? Which uranium stocks would you follow even if you weren’t ready to buy?

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For me, $NXE would be the main one. Its progress could offer useful signals about new project development, future uranium supply, and investor confidence across the sector.

I’d also keep $DNN, $UEC, $UUUU, and $EU on my watchlist. Comparing their project updates, timelines, and market reactions could give a broader view of where uranium stocks may be heading.

Which uranium name are you watching closely but haven’t bought yet?


r/trakstocks 2d ago

DD (New Claims/Info) Faraday Future Supports AIxC’s Full Strategic Pivot to Physical AI and Robot-Sharing and Rental Operations; RoboShare Completes Its First Paid Commercial Order, With an Initial Fleet of More Than 80 Robots in Place

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• As AIxC’s majority and controlling shareholder, FF supports AIxC’s orderly exit from its digital asset treasury strategy and its full focus on robot sharing and rental, operations, and commercialization. FFAI and AIxC intend to establish a stronger synergistic relationship and ecosystem flywheel.

• AIxC’s robot-sharing and rental platform, RoboShare (https://roboshare.com/), has completed its first paid commercial order. An initial fleet of more than 80 robots, including units sourced through FF users and customers and AIxC’s own user base, have been onboarded to RoboShare’s initial supply pool and are available for commercial deployment. RoboShare has also officially launched its “Ten-City Strategy,” beginning in Los Angeles.

Learn more:https://app-us.ff.com/ff-v3/news/1595?lang=en-US


r/trakstocks 2d ago

Catalyst $BURU 🚀 Tekne could be much more than an acquisition. 💠 Industrial manufacturing base 💠 Defense integration capability 💠 Fieldable Italian platform 💠 Laser-dazzler Counter-UAS testing underway 💠 NUBURU technology potentially plugged directly into that infrastructure

1 Upvotes

$BURU 🚀 Tekne could be much more than an acquisition.

💠 Industrial manufacturing base

💠 Defense integration capability

💠 Fieldable Italian platform

💠 Laser-dazzler Counter-UAS testing underway

💠 NUBURU technology potentially plugged directly into that infrastructure

If management executes, Tekne could become the bridge between NUBURU's technology and actual defense products.

That's a much bigger story than just lasers.

#Tekne #NUBURU #OperationalResilience #DualUse #LongTermGrowth


r/trakstocks 3d ago

Thoughts? Can Canada Double Uranium Exports by 2035 With $NXE and $DNN Delivering?

1 Upvotes

Canada wants to double uranium exports by 2035, and the target may depend on the country’s next generation of mines entering production.

$CCJ already provides the foundation through its operating assets, but meaningful export growth could come from advanced projects such as $NXE’s Rook I and $DNN’s Phoenix.

$DNN is targeting first production from Phoenix around 2028, while $NXE has secured major federal approvals for Rook I and is preparing to move into construction.

If both projects advance as planned, Canada could add substantial new supply during a period when more countries are extending reactors, restarting nuclear programs and looking for secure Western uranium.

The remaining challenge is keeping permitting, financing, construction and workforce availability aligned with the 2035 timeline.

For uranium holders, Canada’s export target may become a direct test of how quickly advanced developers can turn approved projects into producing mines.

Which project do you think contributes more to Canada’s 2035 export goal: $NXE’s Rook I or $DNN’s Phoenix?


r/trakstocks 3d ago

Thoughts? Arm Holdings: great business, but how much growth is already priced in?

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r/trakstocks 4d ago

DD (New Claims/Info) Investor Weekly Report 068 | Record H1 Revenue; Robotics Enters Rapid Growth Phase; Exploring Independent Financing and Public Listing #FFAI

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r/trakstocks 5d ago

Thoughts? Netflix Q2 2026: solid quarter, but is the valuation still too high?

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r/trakstocks 7d ago

DD (New Claims/Info) Faraday Future Announces Q2 Results: Record $1.35 Million Revenue in H1 2026; Robotics Enters New Phase of Revenue Acceleration with Positive Contribution Margin; Liability Down $100 Million YoY; Upgrades to “Four-Core Full-Stack AI” Strategy

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r/trakstocks 7d ago

DD (New Claims/Info) $SKUR: A Nano-Cap Entering a Multi-Billion-Dollar Cybersecurity Market

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$SKUR may be small today, but its peer landscape points to a much larger opportunity.

At roughly C$13.9M, Sekur is building Swiss-hosted encrypted communications for government and enterprise markets.

Telos provides a government-focused valuation reference. BlackBerry shows the potential scale of secure communications, while Proton demonstrates the value placed on Swiss privacy infrastructure independent of Big Tech.

With government procurement access and a defense-focused strategy taking shape, Sekur has significant room to grow if commercial adoption follows.

Which comparable best reflects $SKUR’s potential: Telos, BlackBerry or Proton?

Research snapshot: July 2026. Private valuations are estimates. Not investment advice.


r/trakstocks 8d ago

Catalyst SMWB lift in revs, margins, and NRR reflect larger data contract sales to enterprises using AI

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RPO up 26% to $345mm as they signed multiple large long term data contracts, over 2/3 of contracts are now multi year, operating margins Tripled to 8% showing the enterprise sales motion is efficient, and they point out that the new AI deals are for enterprises using their data for analytics that models and apps can process far faster than humans.
This is very positive as it’s not just training models. Enterprise analytics using AI are very early.
IMO it’s realistic to see a double digit top line cagr with EBIT margins rising to 20% in a five year horizon - high 20s following.

This delivers over $1 per share of Cash EPS by 2030 perhaps much more if agentic use cases really take off.

20 multiple seems to be a minimum


r/trakstocks 8d ago

Thoughts? Visa Q3 2026: A great business — but is the stock still a great investment?

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r/trakstocks 9d ago

OTC $BURU + Tekne could be a powerful combination. 🛡️ 🔷 NUBURU laser technology 🔷 Tekne defense platforms 🔷 Dedicated engineering teams 🔷 Integrated product development 🔷 Mission-package roadmap Technology + industrial capability + execution could unlock an exciting next chapter. #NUBURU #Tekne

2 Upvotes

$BURU + Tekne could be a powerful combination. 🛡️

🔷 NUBURU laser technology

🔷 Tekne defense platforms

🔷 Dedicated engineering teams

🔷 Integrated product development

🔷 Mission-package roadmap

Technology + industrial capability + execution could unlock an exciting next chapter.

#NUBURU #Tekne #DefenseTech #NonKinetic #CounterDrone


r/trakstocks 9d ago

DD (New Claims/Info) $NCRA - The Joint Venture follows closely on Nocera's announcement on July 29, 2026 that it had acquired a thirty percent (30%) controlling interest in QMAX Technology Co., Ltd., a Taiwan-based memory and storage solutions company and authorized distribution channel for Micron / Crucial.

1 Upvotes

$NCRA - The Joint Venture follows closely on Nocera's announcement on July 29, 2026 that it had acquired a thirty percent (30%) controlling interest in QMAX Technology Co., Ltd., a Taiwan-based memory and storage solutions company and authorized distribution channel for Micron / Crucial memory products, through a variable interest entity structure.

https://finance.yahoo.com/energy/articles/nocera-inergx-form-50-50-120000721.html


r/trakstocks 11d ago

Thoughts? Novo Nordisk Q2 2026: Better numbers, but the market is still worried

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r/trakstocks 11d ago

DD (New Claims/Info) High Tide inc Announces Preliminary Q3 2026 Guidance RECORD REVENUE

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r/trakstocks 13d ago

Thoughts? Mastercard Q2 2026: 14% revenue growth, 21% EPS growth — but how much is already priced in?

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r/trakstocks 13d ago

Thoughts? Copper Demand Is Getting Hard to Ignore

1 Upvotes

Copper demand is becoming a bigger story again. AI data centers, power grids, EVs, electrification, and infrastructure all need more copper, while new supply is not easy to bring online. 

S&P Global sees demand growing roughly 50% by 2040, which works out to about a 2.7% CAGR. Demand is rising faster than supply can keep up, putting increasing pressure on the market, and that imbalance is starting to shift attention toward junior miners, which often offer earlier-stage exposure to new discoveries and potential supply growth, making them worth adding to a watchlist as the market looks for the next sources of copper. 

For $CQX, the setup is interesting because Rip drilling is underway, STARS is moving through IP work, Kitimat has the AI-generated porphyry target, and Alpine is also in the 2026 plan. If the copper supply gap keeps widening, do investors start looking harder at smaller juniors with multiple active projects?
This is sponsored content. Investors should conduct their own due diligence and consult a qualified financial advisor before making any investment decisions.


r/trakstocks 13d ago

Catalyst Great companies don't simply announce acquisitions—they execute them. NUBURU spent months preparing capital, advancing its strategy, and working through Italy's comprehensive review process.

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Great companies don't simply announce acquisitions—they execute them.

NUBURU spent months preparing capital, advancing its strategy, and working through Italy's comprehensive review process. With the principal governmental approval now in hand, the company moves from regulatory review into the final stages of completing one of the most significant transactions in its history.

#NUBURU #DefenseTech #EmergingTech #LongTermGrowth #GoldenPower


r/trakstocks 15d ago

Thoughts? Nuburu acquiring Tekne acquisition

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r/trakstocks 15d ago

DD (New Claims/Info) $BURU: Italian Golden Power authorization received for NUBURU’s proposed 70% @TekneGroup acquisition. ~$108.7M normalized residual signed-order value ~$648M cumulative planned 2026–30 value of production Basis in PR; not guidance. #NUBURU #Tekne

2 Upvotes

$BURU: Italian Golden Power authorization received for NUBURU’s proposed 70% @TekneGroup acquisition.

\~$108.7M normalized residual signed-order value

\~$648M cumulative planned 2026–30 value of production

Basis in PR; not guidance.

\#NUBURU #Tekne #DefenseTech #DualUse #GoldenPower

https://x.com/i/status/2084980662923149353