Posts by Creator

Changes:AVGO +6.0%DELL +5.8%ARM +3.2%ALAB +2.8%MU +0.7%

$BIGOPPS I am removing a few stocks to move into Dell and Broadcom. I am wanting to get ahead on Avgo.

Changes:AAOI +5.0%MRVL +4.9%MU +5.3%POET +2.3%APLD +0.8%

Removing 2 stocks to add a few plays in the Ai. Will continue to add and drop into this momentum

Changes:POET +8.0%ALAB +7.0%USAR +5.0%VRT +3.4%ARM +2.6%

trimmed a few stocks along with removed one. Adding some more Ai plays along with one rare earth.

Changes:ARM +6.0%COHR +5.4%MU +2.1%RMBS +0.6%VRT +0.4%

I am adding Arm and Coherent into the portfolio. Both have earnings coming next week and looking to get ahead of those.

Changes:WYFI +5.6%MU +2.6%APLD +0.8%RMBS +0.5%VRT +0.4%

moving away from intel and going to get more into data center build out.

Changes:RMBS +7.0%INTC +6.4%APLD +1.4%OKLO +0.7%CRWV +0.6%

I am trimming down a few stocks while removing others. Adding a little Intel and Rambus for right now

Changes:APLD +8.0%LUNR +6.2%MU +6.2%TSM +1.1%VRT +0.7%

doing some rebalancing and removing a few to add Apld and Lunr. Will be looking for more opportunities

Changes:SMCI +5.6%CRDO +4.3%MU +1.2%PLTR +1.1%ANET +0.6%

removing a stock to add Smci heading into earnings. Looking for a nice bump

Changes:RGTI +7.0%POWI +6.9%OKLO +6.1%MU +1.4%VRT +0.9%

I am moving away from a couple semi’s and into two new stocks. one being a quantum computing play that has had a big run and the other is one that will help make the circuits for ai more efficient

Changes:MU +7.0%ALAB +4.8%CRDO +4.0%ANET +2.7%APP +1.5%

moving away from a couple stocks to add Micron along with adding to Alab, Amd, Anet