Jonah Lupton: Next largest holdings likely HYNIX, FPS, NU, DRAM, MP, ONDS, SE

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Jonah Lupton: Next largest holdings likely HYNIX, FPS, NU, DRAM, MP, ONDS, SE — Lupton sees HYNIX and NU among top holdings

Jonah Lupton, investor and market commentator at Social Media / FinTwit, shared an update on portfolio holdings, expressing confidence that the next five or more largest positions are likely HYNIX, FPS, NU, DRAM, MP, ONDS, and SE.

Lupton also asked others about their top 10 to 15 holdings, inviting further discussion among market participants.

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Lupton has commented on a range of market developments in recent months. He previously noted that TMDX could reach $200 million in Q2 revenue due to high operational activity. Earlier, he discussed rumors that RDDT may consider a $1 billion data licensing deal.

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