Book Record · Jun 2026

Vermilion Sands

J.G. Ballard
Read on Substack ↗View Meetup ↗
Investment Record
Themes
Shape-Memory AlloysAerospaceDefense
Tickers
ATI
Deployed$85
Trade date2026-06-12
Allegheny Technologies (ATI) for shape-memory and specialty metal alloys feeding next-generation drones, aerospace, and naval propulsion. Defense budget tailwinds and a U.S. Naval Nuclear Propulsion partnership underwrite the thesis.
Book Club Ratings
7.3avg · 10 raters
1234012345678910
Favorite Stories10 votes
123
The Cloud-Sculptors of Coral D
Prima Belladonna
The Thousand Dreams of Stellavista
Venus Smiles
per-reader pick · votes
Pixel assets ·Cloudy Pack (clouds) · Free Sand Tileset (dunes, sand) · 48×48 Trees (Prima Belladonna) · Pixel Houses (Stellavista)