Posts by Creator

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

$ATASEMIS 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

Changes:LWLG +2.0%SIMO +0.7%NBIS +0.3%WDC +0.2%VISN +0.2%

Adding a new position to get some a little more exposure to photonics. LWLG will be 2.02% of our portfolio now!

Changes:DT +1.8%PATH +0.4%VISN +0.3%NOW +0.2%SIMO +0.2%

Taking some more profit off intel and other outperformers from this last month. I looked into what happened with VISN and saw that they had an ex dividend date today. where they are paying $10 a share. that’s why it is down 50%. I’m looking to put some off the profits there, and open a new position into Dynatrace!

Changes:PATH +0.8%SLV +0.4%RMBS +0.3%NOW +0.2%ARM +0.2%

taking some more profit specifically INTC /AMD /AOSL and moving them into some of our other positions. increasing our position in SLV and more into ServiceNow, along with some other positions. WHAT GREAT WEEK! EARNINGS EARNINGS EARNINGS

Changes:NOW +1.6%ON +0.3%ARM +0.3%APLD +0.2%AMD +0.2%

Taking Bird out. Sucks it didn’t pan out like I thought it would, but it is what it is. Thankfully ServiceNow is at a great price again, under $100 per share, and now down ~23.5% on the 5 year chart.