Posts by Creator

Changes:SHAZ +2.0%BIL +5.2%SLV +5.0%MU +2.0%SKHY +1.6%

$ATASEMIS doing a heavy rebalance, cutting names, adding more into BIL and SLV until we get more clarity.

Changes:SLV +4.2%BIL +4.1%SANM +3.0%DELL +3.0%IREN +2.0%

Doing an overhaul and cutting a good amount of names and adding SANM and DELL, along with BIL and SLV for the mean time. Too much instability, I’d like to see momentum start to go our way again after earnings is over.

Changes:SKHY +2.9%APD +1.8%NOW +1.4%PATH +1.3%AMAT +0.8%

cutting some positions and adding SK Hynix into the play. really aggressive pull back this month so far, but I’m hoping for a solid reversal and change in sentiment

Changes:STX +3.2%APD +2.5%FRMI +2.5%WDC +0.9%ETN +0.5%

Doing an end of month rebalance. Decided to cut UUUU, DT, MUX, DLR, LWLG (available in InterBand), and QRVO, and to take profit off our outperformers for the month/week. going to open new positions in FRMI, APD (neon gas for semis), and Seagate to add more leverage towards our memory plays.

Changes:AVGO +0.9%AOSL +0.3%RMBS +0.3%AMAT +0.2%MRVL +0.2%

taking money off MRVL and MU and adding it into AVGO after its heavy draw down!

Changes:MU +3.5%CRSR +2.3%NBIS +0.5%ARM +0.3%CRWV +0.3%

converting our MUU position into just MU. And exiting our silver position and opening a poisition in corsair!

Changes:MP +1.0%MUU +1.0%IREN +0.8%SLV +0.8%AEIS +0.7%

taking some profits for our over performers! great month! hope you guys have a good weekend!

Changes:DGXX +1.4%NBIS +0.3%ALAB +0.3%NOW +0.3%SMTC +0.2%

Adding Digi Power X here since they have retraced around 25% since their peak earlier this month. another high risk high reward play. the way things are looking. our silver position will be a nice help at the end of the month for our quarterly rotation.

Changes:MUU +2.3%UMC +0.2%QRVO +0.1%ARM +0.1%NVDA 0.0%

Adding Micron here! Going add here before the inevitable 1000 per share. going to add the 2x leveraged positioned to give us a bit more leverage.

Changes:PLAB +2.3%SYNA +0.4%APLD +0.4%SMTC +0.3%MUX +0.2%

Taking profit off our winners and building a new position into PLAB in order to get more exposure in photonics