Changes:RMBS +7.0%INTC +6.4%APLD +1.4%OKLO +0.7%CRWV +0.6%
$BIGOPPS 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
Changes:CRWV +5.3%APP +5.0%ANET +5.0%TEM +5.0%PLTR +1.5%
I am moving away from a few winners, dropping Arm for now. Will get back in at a later date. Adding 4 stocks I think will have more momentum right now. Ai heavy
Changes:AMD +7.5%CRDO +0.9%VRT +0.6%SOFI +0.4%HOOD 0.0%
Adding Amd. Strong momentum with a lot of bullish predictions. Buying before earnings.
Changes:RKT +5.0%IBKR +5.0%ALAB +0.7%TOST +0.2%ARM +0.1%
trimming a few higher positions and then adding 2 new stocks. first is rocket companies and the. interactive brokers.
Changes:SOFI +6.0%TOST +5.2%MP +2.1%HOOD +1.5%CRDO +0.5%
Rotating into 2 new positions. Toast and SoFi. With earnings coming up as well
Changes:MP +5.4%CRDO +0.9%OKLO +0.9%SAIL +0.6%PLTR +0.4%
Wanted to get some MP Materials. Stock has good momentum heading into earnings.