According to @stocktalkweekly, the portfolio posted a record week with simultaneous breakouts in LEU, LYFT, AMKR, UUUU, and DPRO (source: @stocktalkweekly on X, Sep 19, 2025). The same post reports a year-to-date return of +232.23% for the portfolio versus +13.02% for the S&P 500, indicating material outperformance relative to the benchmark (source: @stocktalkweekly on X, Sep 19, 2025). The post does not mention any cryptocurrency exposure or cite a direct impact on crypto markets (source: @stocktalkweekly on X, Sep 19, 2025).