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Changes:BIL +12.8%SLV +12.2%QCOM -3.2%ALAB -3.1%ARM -2.5%

$AGICORE doing a rebalance here. going to be taking around 20% of our account and splitting it evenly on BIL and SLV for some stability.

Changes:NVDA +2.9%QCOM +2.4%CBRS +2.2%HPE +2.0%TER +1.7%

cutting SMCI, and rebalancing this ish. it’s chop city until we find some more momentum again.

Changes:AMD +1.1%MXL +0.9%KEYS +0.8%DELL +0.8%CSCO +0.8%

just a quick rebalance. taking a point off each of out performers and adding them towards our lower % positions.

Changes:CBRS +1.5%FORM +0.8%INTC +0.5%QCOM +0.4%NVDA +0.3%

doing an equal weight rebalance in order to guarantee and take some profits!

Changes:CBRS +4.0%WOLF +1.1%NVDA +0.3%ARM +0.2%BABA +0.1%

taking profit off HPE, CISCO,, and Alab. Going to add the recent IPO’d Cerebras.