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Changes:SOXS +3.0%NVDS +3.0%GALT +2.1%ABBV +0.4%GOOG +0.2%

$EYEPRIZE History doesn’t repeat itself, but it often rhymes. I’m not saying the tech bubble is going to burst, but I’d like to protect it against it as we have some nice profits built up in the portfolio. Therefore, I’m adding NVDS and SOXS as a hedge bear inverse to the tech market.

Changes:MOD +5.7%NAVN +5.7%RPRX +0.6%GOOG +0.6%AMZN +0.6%

Modine Manufacturing (MOD) will be a nice addition to our energy portfolio. Modine has been in business for more than a century with innovative technologies that solve thermal management challenges for industries of today (data cooling centers). Navan Inc. (NAVN) will also be a nice addition as they are a global AI powered business travel and expense management platform that makes travel easy for frequent travelers. we are closing our positions on net Nvidia and QUALCOMM.

Changes:GALT +19.7%SNDK +0.6%XYZ +0.5%ARM +0.5%CAT +0.5%

Galectin (GALT) has reached agreement with the FDA on the primary endpoint and regulatory pathway forward for the potential full approval of belapectin. This is the news we’re been waiting for and therefore we’re increasing our stake in FALT to 25% of the portfolio and taking profits by closing our position in our 4 lowest performing names.

Changes:AGQ +0.6%ARM +0.5%AMD +0.5%SNDK +0.5%QCOM +0.5%

We’ve had a really good run with Micron and Marvell Technologies and it’s time to lock in nice profits and look for our next opportunity(ies).

Changes:APP +4.8%WRBY -4.8%ABBV 0.0%

We’re taking profits on Warby Parker and liquidating our position. Adding Applovin (APP) to our list of names $700+ target).

Changes:AGQ +0.3%ABBV +0.3%SNDK +0.2%MRVL +0.2%SCCO +0.2%

We are removing BTAL from our portfolio of names. We’ve used BTAL as a hedge EFT for protection in a declining market. There’s good news on the war front echo makes us more bullish.

Changes:BTAL +0.3%ARM +0.2%MRVL +0.2%AMD +0.2%RPRX +0.2%

We’re liquidating our position on META and rebalancing evenly amongst our remaining names.

Changes:BTAL +4.3%AGQ -0.2%XYZ -0.2%MRVL -0.2%WRBY -0.2%

Adding AGF U.S. Market Neutral Anti-Beta Fund. Fund is in the early stages of a bullish trend and is a solid buy choice.

Changes:AGQ +0.2%XYZ +0.2%MU +0.2%SCCO +0.2%GALT +0.2%

Closing our position on Applied Digital. NVIDIA has unloaded their entire stake in APLD.

Changes:ABBV +2.6%GALT +0.6%QCOM +0.6%MRVL +0.6%ARM +0.6%

Closing positions on names: United Healthcare (price is not supporting its 200 day SMA); Palantir (insider selling & price below 200 day SMA); and Synopsis (PE is now triple the industry average PE).