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Changes:UBER +5.0%BKNG +5.0%AMZN +1.1%GOOGL +0.7%SPGI +0.3%

$CHEEKSOREO bkng and Uber were top added stocks in q2 by superinvestors such as David tepper and Bill ackman. both at support zone.

Changes:AMZN +5.4%CBRS +0.5%TBLL -5.4%BABA -0.2%GOOGL -0.2%

Adding to AMZN because the fundamentals are re-accelerating: Q2 delivered $200.6B in revenue (+20%), AWS grew 37% — its fastest in 18 quarters — with a 39.4% margin, and backlog hit $496B on surging AI demand. The stock is also holding the $247–250 demand zone.

Changes:BABA +10.0%CBRS +2.7%TBLL -11.4%SPGI -0.7%AMZN -0.4%

baba is like the Amazon of China. chart looking good. considered to be undervalued.

Changes:CBRS +9.0%GOOGL +0.5%SPGI +0.2%AMZN +0.2%TBLL -9.9%

adding to 10% to cbrs. price is at the bottom of the demand zone......

Changes:SPGI +10.0%GOOGL +0.1%AMZN +0.1%TBLL -9.8%CBRS -0.4%

spgi chart is looking good for now. starting initial position will add on dips

Changes:GOOGL +10.0%CBRS +1.2%TBLL -10.9%AMZN -0.4%

adding googl here. price is tagging the weekly 50 moving average. will add on dips.

Changes:TBLL +9.0%CBRS +0.9%AMZN +0.1%AVGO -10.0%

selling all avgo. did not meet guidance expectations last night........

Changes:AVGO +10.0%AMZN +10.0%TBLL -19.2%CBRS -0.8%

both amzn and avgo charts looking good for now. will add on dips......

Changes:CBRS +10.0%TBLL -10.0%

making cbrs 20% of the portfolio now. multiple institutions bought in q2.

Changes:CBRS +5.0%TBLL -5.0%

adding to cerebras. chart looks good. price is in demand zone.........