Automated alerts for uranium, copper, lithium, gold, AI infrastructure, and nuclear energy — fired when insider buying, congressional trades, regulatory data, and institutional positioning align.
Most newsletters tell you what already happened. Dragonfly fires when something is actually happening — and routes you to the primary source document, not a summary of a summary.
Insider purchase filings — executives buying their own stock with personal money. Filed within 2 days. Only purchases counted, not option exercises.
House + Senate STOCK Act disclosures. Members with committee oversight of energy, defense, and critical minerals. Purchases and sales both tracked.
Weekly institutional positioning in gold, silver, copper, oil, and natural gas futures. Extreme net-short readings historically precede sharp reversals.
DOE, NRC, and EPA rule changes affecting our sectors — often weeks before they reach financial media. Parsed daily for uranium, lithium, copper, and hydrogen keywords.
Patent grants in graphene, SMR, solid-state batteries, optical computing, and quantum. R&D signals before commercial viability is priced in.
NRCan, DOE ARPA-E, Grants.gov, EU Horizon Europe, and SAM.gov contracts — pre-discovery capital flowing into sectors before the market notices.
US nuclear capacity utilization and outage data. Sustained outages increase near-term uranium demand as utilities burn stockpiles faster.
DXY, 10Y Treasury, VIX, gold, copper, uranium ETF, and lithium ETF — updated live with every alert for regime context.
We track from the first verifiable public signal — a DOE grant, an SEC filing, an NRC announcement. No backfitting. Updated every Friday.
800G fiber optic transceivers — AI clusters need 10-100x more optics bandwidth. Signal: optical computing keyword in DOE AI grant, Jan 2023.
47% of tracked theses have underperformed the S&P 500 over the same period. That's shown clearly in the full track record — not buried, not explained away. Here's what keeps losses contained when a thesis breaks:
Not financial advice. Past performance does not guarantee future results. All theses included — winners and losers.
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I'm Skylar. I've spent most of my life doing carpentry — picked up tools the moment I was old enough to work. I never wanted it to be my career, or at least never wanted to need it to be. There's a big difference between doing something because you want to and doing it because you have to. What I always really wanted was to get to a place where I had that choice.
It took over 15 years to actually figure it out. I'm not a hedge fund manager. I'm not a financial advisor. This is educational — I just track the sectors I believe in, let the data do the talking, and hope the track record speaks for itself. I'm not here to sell anybody on anything. I'm not a fan of pushy salespeople either.
I built Dragonfly Systems over the years because I got tired of tracking all of this manually. The system does it now. I'm sharing it because I think more people should have access to this kind of research — and because keeping a public track record keeps me honest.
By all means, feel free to give me feedback — I'm all ears. Cheers.
Questions? Just reply to any email or write to officialdragonflysystems@gmail.com. I read everything.