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Changes:MRVL +5.1%MU +0.6%AMD +0.4%BULL +0.3%SNAP +0.2%

$GROWWWW buying MRVL for short term bounce. need to rotate money in coming days

Changes:TBIL +5.5%ETH +2.0%BULL +0.8%MRVL +0.5%SOFI +0.3%

profit booking on Servicenow and easing some cash for next week redeployment

Changes:MRVL +5.4%MU +1.5%NOW +0.9%KLAR +0.8%AFRM +0.6%

profit booking on MDB and reinvesting in Marvell. this is a medium term position

Changes:MU +8.9%AMD +4.5%RDW +2.2%MDB +0.3%KLAR 0.0%

investing some money in micron stock. this is a very long term position

Changes:SOFI +10.0%AMD +4.5%TTD +0.1%MDB 0.0%TBIL -10.9%

buying the dip in SoFI. this is a long term position, may invest more if it dips further

Changes:TBIL +11.6%SNAP +0.7%AFRM +0.4%BULL +0.4%OKLO +0.2%

profit booking on AMD as geopolitical risks still exist. cash to be deployed next week

Changes:TBIL +9.3%AMD +4.9%AFRM +0.2%NFLX -6.3%KLAR -1.6%

Profit booking in Netflix as earnings are on Thursday. Will redeploy cash in next pause of market

Changes:NOW +5.4%MDB +5.0%AMD +0.8%NFLX +0.1%TTD +0.1%

investing for short term bounce in SaaS names. MDB has AI play as well

Changes:TBIL +10.0%NFLX +6.2%AMD +4.9%RDW +2.6%SNAP +0.6%

profit booking in Texas Instruments. redeployed some cash in Netflix.

Changes:AFRM +2.9%BULL +2.5%AMD +0.8%OKLO +0.5%RDW +0.1%

short term profit booking in pizza. taking position in financials till Oct end