Posts by Creator

Changes:APLS +10.0%AMD +2.0%RKLB +1.0%DOCN +0.6%CMI +0.6%

$HDGSRKSTR adding Apls as they were recently acquired. Will be keep a close watch

Changes:CMI +11.1%TSLA +4.0%INVH -9.1%MELI -4.0%APLD -2.0%

Adding Cummings here. Long term look. will be a good add to the portfolio

Changes:TOST +9.1%INVH +9.1%IHI -10.0%DOCN -0.9%APLD -0.9%

removing medical devices and adding Tost and Invitation Homes. Will keep an eye on Kimberly Clark and others

Changes:APLD +10.0%RKLB +10.0%DOCN -2.5%MELI -2.5%TSLA -2.5%

adding Rocketlabds and APLD based on the recommendation from Making Money guest.

Changes:AMD +1.4%IHI +1.4%TSLA +1.4%KMB +1.4%DOCN +1.4%

bailing on Alegient. was not the best play in hindsight. looking to add something later today

Changes:MELI +11.1%DOCN +11.1%TSLA -3.2%WMT -3.2%XHB -3.2%

adding MELI and DOCN to the portfolio today. Looking for the homebuilders index to rebound

Changes:WMT +14.3%AMD +14.3%TSLA -5.7%XHB -5.7%KMB -5.7%

adding Walmart and AMD here as their outlook for 2026 looks promising.

Changes:TSLA +20.0%XHB +20.0%A +20.0%IHI +20.0%KMB +20.0%

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