Posts by Creator

Changes:AXON +5.5%KTOS +4.0%SNOW +2.7%IREN +1.9%APLD +1.7%

$BILLIONS removed overbought stocks and. bought or increased allocation on oversold

Changes:RDDT +3.0%SNOW +2.0%NBIS +3.1%CRM +2.6%AMKR +2.0%

rebalanced my portfolio to hopefully get more upside in the next month or so

Changes:CLS +5.0%ALAB +5.0%CRDO +1.2%FIG +0.3%GEV +0.3%

removed meta and added cls and alab. rebalanced a bit as well. good luck!

Changes:CRDO +5.8%SHOP +3.9%PGY +3.4%TOST +2.4%HOOD +2.4%

added CRDO & SHOP . removed some of the ones that have already had a run up. good luck!

Changes:DDOG +4.5%VST +4.5%AMKR +3.5%FIG +3.5%HOOD +3.5%

added few undervalued stocks and decrease allocation to ones that have outperformed

Changes:TOST +6.3%NFLX +6.3%JD +6.3%SE +6.3%AMPX +6.3%

I have removed some overbought stocks and added some oversold stocks.

Changes:AXON +5.7%UPST +2.3%BITX +1.8%RBRK +1.0%PGY +0.9%

removed zeta. added axon. upsized upst and pgy. rebalanced other names

Changes:BITX +5.6%PGY +3.1%META +2.3%UPST +1.8%RDDT +1.2%

removed LULU, decreased weight of some of the runners and increased allocation to the underperformers. IREN got a pop of 20% and AMZN up 20% from our allocation!

Changes:IREN +0.6%NBIS +0.5%APLD +0.4%LULU +0.3%MARA +0.2%

Rebalanced some of the stocks that are up +5% and increased holdings of stocks that went down too much for no reason

Changes:APLD +5.3%PGY -0.3%GOOG -0.3%META -0.3%RBRK -0.3%

added APLD. it is super undervalued. has a catalyst coming up (new hyperscaler announcement)