Posts by Creator

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

$AGICORE 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.

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.