Added BOT (RoboStrategy CEF) to key_tickers

Thesis

Added BOT (RoboStrategy CEF) to key_tickers

  • Shift: Added BOT to key_tickers so it renders in the section data table (already carried on the humanoid-robotics watchlist since 2026-05-26). BOT is RoboStrategy, a Nasdaq closed-end fund (listed 2026-05-11) holding private humanoid names — Figure AI, Apptronik, Dyna, Standard Bots, Dexmate, Path Robotics. The one listed way to touch the pre-IPO moonshot layer this perspective otherwise stays out of. User-flagged via @StockMKTNewz and holds a small position.
  • Caveat (unchanged from the 2026-05-26 CEF verification): private holdings were unverified from primary docs (N-2 prospectus + N-CSRS reads gated as follow-up); recently listed with extreme post-IPO volatility, and CEFs can swing to large premium/discount vs NAV. This is the moonshot-basket slot, explicitly NOT an arms-dealer trend-hold pick — small-size posture is right.
4 events
DateTypeEvent
Jun 30 Market SignalRobotics Rotation Source Convergence Jul 2 Tweethis 5 conviction Physical AI names (40-50% of book): OUST/AMBA/CGNX/AEVA/VPG/CCXI Jul 3 Peer ReviewSystematic peer review: crux_capital physical-AI conviction basket vs our engine Jul 8 ArticleThe Unwind Is Washing Out Our Picks-and-Shovels Lanes While Their Fundamentals Inflect Up

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