According to @stocktalkweekly, the top three portfolio positions by weighting are EnerSys (ENS) opened at 112.87 on 2025-10-13, Amkor (AMKR) opened at 24.35 on 2025-09-05, and Viavi (VIAV) opened at 13.58 on 2025-10-24; all positions are subject to change. source: @stocktalkweekly on X, Nov 23, 2025 The author notes the full 14-position portfolio is available at whop.com/stocktalk. source: @stocktalkweekly on X, Nov 23, 2025 No cryptocurrency tickers or digital-asset exposure are mentioned in the post, indicating no direct crypto market impact is specified. source: @stocktalkweekly on X, Nov 23, 2025