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Changes:MRNA +12.1%AAOI +1.7%SNDK +0.6%HAS -13.4%WDC -1.0%

$COPYDACAT Making a change in the portfolio — rotating out of HAS and into MRNA. Hasbro still has potential longer term, but the timing isn’t right for now. MRNA just reported earnings today and is bouncing off the $45 support level — a technically significant area with solid risk/reward from here. On the rest of the portfolio — WDC and SNDK are seeing some post-earnings volatility, but the thesis remains intact. Expecting both to continue higher.

Changes:AAOI +16.4%SNDK +1.2%WDC +1.1%IFF -14.4%CEG -3.8%

AAOI made a pullback from it ATH, now it’s continuing climbing, then selling CEG and IFF to make room

Changes:IFF +14.4%HAS +14.0%SNDK +1.9%WDC +1.0%AMZN -30.0%

Selling AMZN as RSI is 77+ then taking profit to add HAS (which in same sector) but moving up crossing $96.50 resistance with RSI 60+, IFF price just above 50 SMA, MACD is open and crossing to positive side, by the way Bollinger Bands starting to expand. Keeping SNDK and WDC as they are (SNDK target to $1K)

Changes:CEG +5.0%SNDK +0.7%AMZN -3.3%WDC -2.3%

Starting a small position with CEG, this is playing a major role in AI including nuclear energy, its earnings are soon but due we cannot enter in a specific time then let's bet on it early

Changes:AMZN +33.3%SNDK -26.7%WDC -6.7%

We got a nice 20+% with SNDK and WDC. Adding a position with Amazon as this is now oversold with RSI around 25, it is seating in a support level between $199 and $204. From here we have a good chance to continue up with these 3 stocks

Changes:SNDK +60.0%AAPL -50.0%WDC -10.0%

Moving to Sandisk after this pullback to its high 500 moves next, keeping some WDC

Changes:AAPL +50.0%WDC +21.0%JPM -19.2%VLO -16.0%BKR -16.0%

increasing position for WDC and starting a new one with Apple as its RSI is way below

Changes:WDC +29.0%JPM +19.2%VLO +1.0%BKR +0.7%CORT -29.3%

Removing CORT and DTE, then adding WDC and some financial instruments JPM

Changes:CORT +29.3%BKR +0.3%DTE +0.2%SONY +0.1%T +0.1%

Selling NOW as it is not performing as expected, TMUS seems going down after moving up few days, adding CORT as it may recovers

Changes:DTE +20.0%NOW +20.0%BKR +15.0%VLO +15.0%TMUS -23.3%

rebalancing adding DTE, NOW, VLO as they are about to go up with RSI below 40