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No Rhyme

$NOREASONSSamuel P.

About No Rhyme

A pile of stocks I trust will go up or feel like might be bought out or just reading some near term upside + riding some volatility which should be our path for next few years…

About the Creator

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Total Rebalances21
Last RebalanceDec 12, 2025

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Changes:QXO +5.0%SYM +5.0%ALB +5.0%LITE +5.0%PL +2.1%

$NOREASON dropping out of a few not super trusting and adding a big play with QXO and a couple others that could really pop. feeling like this port is holding too many individuals so need to look again soon & consolidate

Changes:KRNT +6.0%RDW +6.0%LMT +5.0%AI +5.0%LUNR +5.0%

Rebal here after roolercoastering last couple weeks. Dropping QS, INOD, QBTS, ANGO, MIST, DFDV, CIFR. Most due to lack of traction, weak capital efficiency or unclear scalability. Adding: RXRX LUNR AI RDW KRNT LMT Bumping up holdings in; BE, AVAV, VRT, UUUU, IONQ.

Changes:VRT +5.0%NBIS +5.0%RGTI +1.1%UUUU +0.7%CIFR +0.7%

pulling some of IREN off and dropping AEHR from this portfolio (but I’d keep it in a longer term if you have it) and adding NBIS & VRT looking to run up