Fima Burshtein

UPDATED GROWTH PORTFOLIO EXPOSURE Performance: • Growth Portfolio: +383% (88% CAGR) • $ARKK: +154% • $QQQ: +148% • $SPY: +84% Exposure: • AI Hardware | 23% • Space Economy | 20% • Digital Platforms | 15% • Healthcare | 13% • Edge AI | 8% • AI Power | 6% • Quantum | 6% • Drones | 5% The portfolio currently has 17 positions with an average market cap of ~$9.9B.

BUILDING THE INFRASTRUCTURE OF TOMORROW 1. $RKLB building the vertically integrated logistics layer of the space economy through launch vehicles, spacecraft buses, satellite components & propulsion systems backed by a $1.8B backlog & a growing government manifest. 2. $ASTS building the communications layer that connects directly to standard smartphones with BlueBird 7 set to launch April 19 & more than $1B in contracted revenue commitments already in place. 3. $OKLO building the “local nuclear plant” for the AI economy through its Aurora microreactor with $META targeting up to 1.2 GW in Ohio & federal momentum around advanced nuclear continuing to build. 4. $ONDS building the autonomous defense stack across drone communications, counter-drone systems, robotics & secure ISR networks with FY2026 revenue guided to $375M. 5. $IONQ building quantum as the overflow compute layer for problems classical silicon cannot solve with native availability on $AMZN AWS, $MSFT Azure & $GOOGL Cloud plus a recent $54M AFRL contract for quantum networking research. 6. $PL building the real-time geospatial intelligence layer from orbit with a $900M growing backlog & expanding traction across NATO & U.S. government programs. 7. $NBIS building sovereign AI compute infra outside the hyperscaler stack with $46B in contracted AI infra deals, a $2B $NVDA strategic investment & connected data center capacity guided to 900 MW by the end of 2026.