Changes:RPRX +1.6%BTC +0.9%AEO +0.6%AGQ +0.6%SCCO +0.5%
$EYEPRIZE It’s time to close our position on ARM Holdings. The stock is now overvalued with a fair market value (Morningstar) at $80. We’re taking profit and liquidating at $111.
Changes:RPRX +2.0%GALT +0.7%XYZ +0.2%UNH +0.2%WRBY +0.2%
Added Royalta Pharma PLC (RPRX). RPRX is the largest buyer of bio pharmaceutical royalties and is a great addition to th portfolio. It is currently undervalued and carries a 4-star rating with narrow economic moat from Morningstar.
Changes:SCCO +3.0%WRBY +1.6%CRWV +0.4%IONQ +0.4%APLD +0.3%
Copper demand should increase significantly as the demand for AI center development grows. I’ve added Southern Copper Corporation (SCCO) to take advantage of the future growth expectations.
Changes:CRWV +3.9%APLD +3.9%RGTI +3.9%IONQ +3.8%AAPL -0.7%
Added Coreweave, Applied Digital, Rigetti Computing, and IONQ for more weight on the tech/AI side of the names mix.
Changes:MSFT +4.6%CAT +4.5%GOOG -0.5%MRVL -0.5%META -0.5%
Caterpillar is a nice complement to the AI/Tech component in the portfolio. Microsoft added on the recent dip in stock price.
Changes:UNH +5.0%QCOM -0.3%AGQ -0.3%GLD -0.3%JOBY -0.3%
Adding united Healthcare. This was once a $600 stock and they are in their way back.
Changes:QCOM +5.3%BTC -0.3%AMD -0.3%GALT -0.3%ARM -0.3%
I’m adding Qualcomm on today’s price dip. it will be a good addition to the portfolio.
Changes:WRBY +5.5%AEO -0.4%JOBY -0.3%ORCL -0.3%AAPL -0.3%
Added Warby Parker. Should be a nice compliment in the AI sector of the portfolio. Warby is working with Google on glasses that use the Android technology. Think of smart lenses as a version of the smart race.
Changes:BTC +12.0%SNPS +11.0%ORCL +11.0%GLD +11.0%XYZ +11.0%
Added Joby Aviation. The company is doubling production at one of their locations and will produce one aircraft every other week. Also added ARM Holdings.