Our Very First OGI100 Review 👀
Happy Bitcoin ATH! 🥳 Open to unlock your gift! 🎁
Note: Please read our disclaimer at the bottom of the article.
#ATG 🙌 #BOP 🚀 Nation Update❤️️
Hi, I’m Paul Mampilly.
Welcome to my company's Substack, where we provide daily coverage of #OGI (opportunity, growth, and innovation) market trends, macro level analysis, and stock picks.
Like our name suggests, at ATG Digital, we go Against the Grain to support everyday people on their investing journeys.
ATG also represents seeing the world for what is abundantly clear to see — an opportunity for incredible growth and the BRIGHT and PROSPEROUS future that lies ahead.
To aid you on your journey to financial freedom, we have five paid plans starting at $9.99 for you to consider.
With a subscription you get:
Premium Content: Weekly market and stock updates via email.
Stock Picking Guidance: Flash (buy/sell) alerts.
Model Portfolio Access: Access to LIVE portfolios.
Webinars: Private events with the team selected by you.
Just visit atgdigital.media to see which plan is the best fit for your journey!
Substack 🥞 subscribers: 6,300 (+1)
Dean: Second Quarter (Q2) OGI100 Review 📊
In today’s Substack, we’re pivoting to review the performance of our #OGI100 index.
Created on September 22, 2022, it’s comprised of opportunity, growth, innovation, and crypto-related investments.
Our goal with the #OGI100 is two fold . . .
First, we want readers to get a sense of how our investments are faring in the market — especially since they can often perform very differently than traditional indices (like the S&P 500 or Nasdaq 100).
Second, we’d like to eventually turn the #OGI100 into an exchange-traded fund (ETF).
That way, instead of owning hundreds of growth stocks, you can get exposure to ATG Digital thinking — in opportunity, growth, innovation, and crypto — all in one place.
To learn more, or to express your support for the launch of an ETF (by completing a poll), click here.
Now, let’s look at the top movers from the #OGI100!
Top Movers 💹
Today, the #OGI100 is down 0.51%.
But if you look at its performance in 2025, or since inception, you can tell that it’s seeing bids.
Here are the top stocks pulling the #OGI100 higher in Q2:
Iren Ltd (Nasdaq: IREN) ~ Up 187%
AeroVironment Inc. (Nasdaq: AVAV) ~ Up 110%
Robinhood Markets Inc. (Nasdaq: HOOD) ~ Up 88%
It’s no surprise that these stocks were bid up in the current market environment.
As Bitcoin USD (BTC-USD) makes new highs, it will likely pull BTC miners and fintech companies with exposure to the crypto market — like IREN 0.00%↑ and HOOD 0.00%↑ — higher:
Not to mention that HOOD 0.00%↑ , as I shared yesterday, continues to expand its foothold in the fintech market.
AVAV 0.00%↑ is riding a geopolitical tailwind as a producer of unmanned and autonomous aircrafts capable of precision strikes.
The U.S. Department of Defense is one of its biggest clients.
With rampant global wars, we expected AVAV 0.00%↑ to be bid up since it reduces casualties considering that its aircrafts don’t require soldiers to man it.
Paul Mampilly (our lead analyst) actually shared this pick for free on YouTube two months ago:
We continue to hold HOOD 0.00%↑ in our Silver Tier model portfolio, while keeping AVAV 0.00%↑ and IREN 0.00%↑ in our Gold Tier model portfolio.
Q2 Laggards 📉
Laggards from the #OGI100 in Q2 include the following:
AIRO Group Holdings Inc. (Nasdaq: AIRO) ~ Down 21%
WeRide Inc. (Nasdaq: WRD) ~ Down 12%
United Therapeutics Corp. (Nasdaq: UTHR) ~ Down 10%
U.S. aerospace and defense company AIRO 0.00%↑ is down likely due to being bid up 140% at its initial public offering (IPO).
After a stock experiences a run, investors will naturally cash out, spooking some investors who lack conviction.
Despite that, we feel that companies in this sector stand a chance to be bid up as world military spending hits a five-decade high:
A sliver of this global spending could send the tiny stock ($560 million market cap) soaring.
Similarly, the autonomous ride sharing company $WRD recently went public in the fourth quarter (Q4) of 2024.
We expect both stocks to experience volatility as speculators move in and out of them — and as they become familiar with the stocks’ trading patterns.
Finally, we have UTHR 0.00%↑ , which is our play on biotech.
In its first quarter (Q1) earnings report, it saw revenue grow 17% year over year (YoY) to $794 million.
Despite the dip, we remain bullish on UTHR 0.00%↑ as biotech companies in general faced headwinds in Q2:
We can speculate that headwinds like trade war fears, inflation, and actual war enticed some investors to derisk a bit.
However, it appears that President Trump is floating the idea of imposing 200% tariffs on imported pharmaceuticals, which would bode well for domestic biotech giants like UTHR 0.00%↑ .
Over & Out 🫡
We hope you found the Q2 #OGI100 review helpful!
If you want more insights and actionable guidance, click the button below!
Tomorrow: Dan’s highlighting a biotech play on our radar! 🧬
Get Your Gift! 🎁
Happy BTC ATH Day!
We want to celebrate with you! ❤️
In observation of BTC ATH Day, enjoy 25% off today only on our Cryptocurrency Unlocked: A Beginner’s Guide to Bitcoin course!
In this course, you’ll be equipped with the resources to ride the crypto bull market higher ⎯ including a breakdown on why BTC could be bid up to $1 million in the next few years.
Join Paul and the team on this amazing journey by clicking the button below!
On Thursday, July 10, 2025, we hope you share your BTC story below! 🤗
❤️ This Substack was made — by US, for YOU — with love. ❤️
Questions? Concerns? 🤔 Look Below 👇
Have questions or trouble accessing your account? Please reach out to us at info@atgdigital.media or schedule a call, and our Customer Support team will be happy to help.
You can also check our FAQ page on our website for an up-to-date list of questions and answers. Your question may have been addressed there.
*Please be advised that customer support calls are limited to 15 minutes and will strictly cover your membership subscription and billing needs only. Any calls that are disrespectful in nature may be subject to immediate termination.
Join us, be #BOP 🚀, be #StrongHands 🙌, #GoATG! ️️❤️️
Disclaimer/Legal Stuff Written in Plain English
What you read/watch/hear is OPINION, not financial/investment advice. Treat it no different than when you read/watch/hear your favorite author/YouTuber/podcaster. Despite our best efforts, we get things wrong and make mistakes. Investing is risky. There is no guarantee you will make money. Your investments may lose value. That’s RISK. Past performance is no guarantee of future results. Employees, contractors, and owners of ATG Digital, LLC own/trade/transact in the stocks, options, and crypto that are the subject of our trade alerts, updates, reports, and commentaries. We cannot give you personalized financial advice because we are NOT financial advisors. It’s on you to decide how much/when/what to buy/sell based on YOUR financial needs, plans, and risk preferences. There are no guarantees. Loss of your capital is an outcome that you should evaluate carefully with a financial advisor before you trade, speculate, or invest. It's your money and your responsibility.
Now is time to see your HODL stock pile grow! Bit buy bit.🤩🤯