Posts by Creator

Changes:AMZN +4.0%AAOI +1.0%GOOG +1.0%APP +1.0%AMD +1.0%

$BILLIONS rebalanced the portfolio. added Amazon. it’s sitting at its SMA. we shoukd do really well if we end up making a deal with Iran. fingers crossed

Changes:VRT +2.0%CEG +2.0%CRDO +1.5%NBIS +1.3%BE +1.0%

Rebalanced the portfolio and moved away from the space names. Focusing more heavily on AI-driven energy and infrastructure plays. AI is the future, no matter what the skeptics say. The buildout is just getting started, and this is where I believe the money is going.

Changes:AVGO +3.3%GOOG +3.0%CLS +1.0%META +1.0%BE +1.0%

added AVGO and GOOG. rebalanced the portfolio. we will keep crushing.

Changes:SPCX +5.0%BE +2.2%APP +2.0%CRDO +1.8%META +1.7%

removed some laggards. and added some new ones. increased allocation to the ones that have higher potential. we are gonna beat s&p…easily.

Changes:ASTS +3.0%AMD +3.0%BE +2.8%RKLB +2.5%AMPX +2.0%

removed some that have already run up. added some new ones. AI play is still strong so will keep pushing for it. I have picked the best ones I think from each sub categories within AI that will do fantastic long term. let’s make some money!

Changes:MSFT +4.0%APLD +1.6%ALAB +1.5%CRDO +0.9%HOOD +0.9%

added MSFT. it’s been beat down. good time to buy now’s it’s way oversold. removed KTOS…it may be dead money for a bit.

Changes:INFQ +3.0%PLTR +1.9%CRDO +1.8%AAOI +0.8%APLD +0.7%

got rid of some overbought stocks and increased quantum position……………….

Changes:CASY +1.8%RDDT +1.4%NBIS +0.9%AAOI +0.5%SNOW +0.2%

rebalanced some of the names that are due for a bounce. going with the momentum.

Changes:WTMF +3.1%PLTR +2.0%RDW +2.0%CASY +1.4%CLS +1.5%

added some undervalued name with new legs up. trimmed some positions that have already run up

Changes:APP +5.8%AAOI +5.0%SHOP +2.1%MU +1.3%APLD +1.2%

removed some underperformers and added some undervalued growth stocks