Latent Lines

Decisions in the latent space.

by Mike C Singer. Intelligence pipeline by NewsPlanetAI.

Current regime · CMU

-25.69%

since 2026-05-11

Since active trading began

+262.81%

since 2023-10-31 · 31 months

Click any point to load that month’s NewsPlanetAI briefings in the left column. Coverage begins August 2025.

Latest brief

2026-06-28
Two Agreements, Six Ships a Day →

The week produced two signed agreements and a sequence of direct state-to-state strikes within the same 72-hour window. The US-Iran Memorandum of Understanding has been in formal force since June 15.

All briefs →

Holdings

21 active positions · 6 pillars

Space

43.67% · 6 positions

PL 24.41%
RKLB 7.33%
BKSY 6.37%
LUNR 3.87%
RDW 0.94%
YSS 0.75%

Nuclear

22.41% · 4 positions

URG 7.31%
UUUU 6.46%
LEU 5.89%
DNN 2.75%

Critical Minerals

10.32% · 5 positions

WRN 3.42%
UAMY 3.1%
LYSDY 1.83%
MP 1.55%
REA 0.42%

Precious Metals

1.83% · 1 position

HL 1.83%

Vault

15.71% · 2 positions

D 9.17%
WM 6.54%

Other

6.06% · 3 positions

FLY 3.65%
NVA 2.32%
SPCE 0.09%