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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!$$$$$$$$$$$$$$$$$$

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 Rebalances29
Last RebalanceApr 21, 2026

Posts by Creator

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Changes:AVGO +9.0%NVDA -5.7%MSTR -0.7%HOOD -0.7%COIN -0.7%

$BANGBANG this was a small rebalance, to make room from existing positions to add a position in Broadcom! LETS GO !! $$$$$$$$$$$$$$$$$$

Changes:NVDA +8.9%OKLO -6.7%PLTR -0.7%WULF -0.5%HOOD -0.5%

small Rebalance to add to the NVDA position. Lets Go !!!!! $$$$$$$$$$$$

Changes:NVDA +6.8%COIN +1.7%OKLO -6.0%HOOD -1.3%MSTR -0.7%

small rebalance to add more NVDA to the portfolio. Big moves on the horizon! Lets go $$$$$