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BOB HOLIDAY'S SPECIAL

$BANGBANGLLouie Wonder

About BOB HOLIDAY'S SPECIAL

It is a portfolio that is focused on AI infrastructure, energy demand , and crypto liquidity cycles . It is built around NVDA as the core computer layer , with exposure to power and capital flow . It is a high conviction, high beta strategy designed to outperform in strong market conditions …….Lets Go!$$$$$$$$$$$$$$$$$$

Asset Breakdown

NVDA49.24%
MU39.05%
MSTR6.51%
PLTR5.2%

About the Creator

30+ years in the market . Former stockbroker ( 17 years ) at Gunn Allen Financial, ranked #2 out of 7,500+ brokers . Retired from brokerage, not from trading my account - still actively managing my portfolio with the same edge and discipline that built my career

Activity

Total Rebalances37
Last RebalanceOct 19, 2026

Posts by Creator

See all
Changes:NVDA +7.5%MSTR +3.0%PLTR +2.0%CEG -3.0%AVGO -3.0%

$BANGBANG small rebalancing with existing positions.lets go $$$$$$$$$$$$$$$$$$$$$

Changes:NVDA +11.4%SNDK -1.8%AVGO -1.8%PLTR -1.8%MRVL -1.8%

Small Rebalance on existing positions to add to NVDA . LETS GO ! πŸ’ͺπŸ‘‘πŸ²πŸ‰πŸŒžπŸ’₯⚑️πŸͺπŸ§€πŸ›ΈπŸš€πŸΎ

Changes:MU +9.1%NVDA -1.6%SNDK -1.2%MSTR -1.2%AVGO -1.2%

small rebalance on existing positions to add more MU . Lets Go!!! $$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$