Posts by Creator

Changes:AVGO +3.0%HPE +1.6%NVMI +1.4%CSCO +1.3%DELL +1.2%

$AGICORE Cutting BIL, adding AVGO and a little into NVMI. have a great weekend!

Changes:SAP +1.0%INTC +0.9%ARM +0.7%CSCO +0.7%KEYS +0.6%

There seems to have been some weird glitch on dub… for some reason our INTC position got set 30% in our portfolio.. going to go ahead and just rebalance this to something a bit closer to what we want..

Changes:META +4.1%INTC +1.6%ARM +1.3%ALAB +1.1%TER +0.2%

cutting some AMD, NVDA, and HPE. Adding into on META off the launch success of MUSE, and INTC ahead of the Xi-Trump meeting

Changes:BIL +1.9%ALAB +0.7%META +0.3%DELL +0.3%SAP +0.2%

cutting QCOM ahead of the fed decision, adding a little bit into ALAB, and most into our BIL cash position. I’m going to go ahead and set us up for Yom Kippur as people like to buy after.

Changes:ARM +2.8%BIL +2.3%INTC +1.9%CBRS +1.2%HPE +0.6%

harvesting profits from Dell and adding them towards INTC, CBRS, and ARM. also cutting WOLF since it doesn’t really match our agiCPU thesis.

Changes:META +5.0%SAP +4.4%QCOM +1.2%NVDA +0.4%DELL +0.3%

Cutting BIL and adding $SAP and $META as our new holdings. META is down 13.47% on YTD. and SAP is down 8.83 YTD, but has gained quite a lot after being down a lot more. I like the prices here.

Changes:QCOM +7.4%WOLF +1.3%HPE +0.7%NVDA +0.5%KEYS +0.2%

Exiting our SLV position here. I’m liking QCOM here, so I’ll be adding all of it directly into our existing position. Looking to possibly exit the rest of BIL position at the end of the month! have a great week!

Changes:DELL +3.4%AMD +1.8%NVDA +1.6%WOLF +1.0%CBRS +0.7%

taking some off BIL and SLV here and adding it back into some of our core positions

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

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.