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Changes:SPCX +32.2%SNOW +15.6%ANET +2.2%WULF -25.0%AMZN -25.0%

$CNSMEWINS moving more into SpaceX. keeping the two winners and beating more on spacex as long term play

Changes:WULF +25.0%SNOW +25.0%ANET +25.0%AMZN +6.1%DG -21.5%

moving to ai consumer winners. removing old stocks. this will be a longer hold

Changes:RDDT +14.0%HIMS +1.1%DASH +0.5%AMZN +0.4%LULU -15.0%

removing Lulu for now. adding Reddit as that is looking to breakout. we will watch

Changes:DG +22.5%AMZN +18.6%EL +16.0%DASH +16.0%LULU +15.0%

adding him, cutting all stock a little to add. see growth in hims as a good play