Changes:SPCX +4.0%NOW +0.4%XYL +0.1%QCOM +0.1%BE 0.0%
$ATASEMIS cutting a bit of our top holdings and adding a position into space x.
Changes:XYL +1.9%NOW +0.9%SHOP +0.8%PENG +0.7%VST +0.6%
Cutting a bit of profit off OKTA and SHOP. I’m going to be adding a new small position in Xylem. I work for a company that represents them and I’ve see a bottleneck forming with their welded products (expansion tanks, and air/dirt separators) due to the high data center demand. even tho some DC projects are slowing down, I expect raw materials to continue to be constrained causing lead times to lengthen, and prices to go up in return. XYL hasn’t touched an ATH in almost a year down to 104 from its 151 high.
Changes:META +6.0%FSLY +6.0%COHR +5.0%SHOP +5.0%ZS +5.0%
AISEMI 2027 Rebalance. 2026 was all about SanDisk and memory. 2027 were focusing on agents, the security around them, and the parts that still cannot be built fast enough. Heaviest sleeves: cyber, interconnects, agents. Cyber — FSLY, OKTA, ZS. Edge and identity. Interconnects — CRDO, ALAB, MRVL, AIP. Scale-up fabric. Agents — SHOP, META, NOW. Muse, commerce, enterprise workflow. Then bandwidth (COHR, CIEN), memory (SIMO, RMBS, SNDK, WDC), compute (INTC, AMD, NVDA, QCOM), energy (BE, VST), data center (PENG, ALNT, SANM), and foundry (AMKR, TSM, AMAT).
Changes:BIL +1.6%WDC +1.9%AMAT +1.6%VRT +1.3%RMBS +0.7%
cutting Dell, and reducing overlap with my other portfolios. adding a small cash position with BIL
Changes:OKTA +5.0%SMTC +0.6%INTC +0.3%NBIS +0.2%DELL +0.2%
Adding OKTA for exposure into cybersecurity. I really like all of them like CRWD or PANW. but OKTA is still down 30% on the 5 year chart giving us a leg up as we don’t have to fully top blast into a new position.
Changes:MAIR +4.0%NOW +1.0%UMC +0.5%SKHY +0.3%MU +0.2%
Adding MAIR, using a cut of NVDA to fund it. MAIR is another HVAC group with a bunch HVAC manufacturers that offer solutions for Data Centers. A few of their product lines (Nortek) are developed close to where I live, here in Oklahoma. And many of their products are apart of big commercial projects already. Since they recently just went public their stock price hasn’t faired very well like many recent IPOs. I believe that they’ll slowly over come that as they expand their data center solutions. I’m feeling good about this add here!
Changes:NVDA +5.0%SNDK +4.1%WDC +0.3%SKHY +0.2%DELL +0.1%
Taking profit off NBIS, MU, and STX. putting it into SNDK and NVDA during this draw down today. Still bullish and expect SNDK to reach ATH again this year.
Changes:TTMI +4.5%CRWV +0.5%SMTC +0.3%MU +0.2%MRVL +0.2%
cutting the rest of our BIL and SLV position and adding a new position in $TTMI ! have a great rest of your week!
Changes:INTC +1.9%NBIS +0.7%CRWV +0.4%VRT +0.3%NVDA +0.2%
taking the most of the silver and putting it into intel here. seems like a at great buy here, well below $100.
Changes:MU +2.0%STX +1.8%NBIS +0.8%AMKR +0.4%SNDK +0.4%
taking some more off our silver and bil positions and adding them into more of our memory plays. have a great weekend!