$GDRZF

Does he own it?

In two recap posts he explicitly states he "went long" on a list of ~15 names that includes GDRZF, so it is claimed as a held position rather than mere coverage. However, there is no name-specific disclosure: no weight, no "I added," no sizing — only a blanket collective long claim. That supports PROBABLY rather than YES.

His thesis

GDRZF appears only inside his self-promotional "winners" lists, presented as one of many longs he says he wrote a thesis on and that returned 100%+ YTD. The associated angle is a Venezuela situation — critics paraphrased him as profiting off the Venezuela conflict, consistent with Gold Reserve's Venezuela arbitration/Citgo claim. No standalone fundamental thesis for the name is given in this bundle; it functions as one entry validating his track-record narrative.

How his view evolved

Static. Across all five posts (April-May) GDRZF stays a fixed line item in growing victory-lap lists; the only shift is the lists expanding and his claimed YTD return rising. No new GDRZF-specific commentary.

Key points

• Always listed among 12-25 'winning' calls, never given its own thesis
• Twice claimed as part of a blanket 'I went long' list, but no weight or sizing
• Tied to a Venezuela angle, matching Gold Reserve's arbitration/Citgo claim

Derived from a holistic read of his public posts — paraphrased, never quoted. See his actual posts about $GDRZF on X ↗