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Changes:ARQ +11.1%LNG +1.8%SLV +1.6%AMZN +1.5%VST +1.5%

$CONVICTN bought more ARQ after the bloodbath post earnings, sold gpre to finance - might go back into it later

Changes:MAT +5.0%GPRE +2.2%VST +2.2%SYM +1.7%LNG +0.5%

adding some MTA after it slide more than it should after earnings. reducing ARQ

Changes:ARQ +13.1%GPRE +1.4%LNG +1.1%AMZN +0.9%MU +0.1%

getting out of paypal (too late) and taking the momentum of ARQ which seems to build up

Changes:MU +5.0%NBIS +5.0%SYM +3.6%AMZN +3.4%SLV +2.2%

selling Intel on weak outlook and replacing with mu, sym and nbis to keep some ai/chip exposure

Changes:INTC +15.0%AMZN +11.6%SLV +2.6%GPRE +0.2%DHR +0.1%

setting up for next year, adding INTC and AMZN - rebalancing by reducing PYPL a tiny bit

Changes:GPRE +10.0%LVHD +7.3%ARQ +0.1%SLV -14.8%VST -0.9%

Lowering the silver exposure and moving some into gpre, now that it is de-risked per todays news

Changes:LVHD +14.8%ARQ +6.3%SLV +3.5%DHR +0.5%LLY -16.2%

taking profits on lly and shifting more into ARQ and low volatility ETF as cash alternative

Changes:PYPL +27.8%SLV +3.8%LLY +0.7%ARQ +0.7%RMD -29.5%

resmed had a good run, based on the news this morning and option flow, I go into Paypal - a notoriously undervalued stock

Changes:RMD +29.5%ARQ +3.0%VST +2.1%LNG +0.4%DHR +0.1%

switching out some winners to earningsplay with resmed and small tracking positio of ARQ

Changes:DHR +2.4%GPRE +1.9%SLV +0.9%OSCR -2.9%VST -1.1%

oscr did not pump, buying the dip on DHR instead, shouldnt be red after good earnings