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Changes:DDOG +20.0%CRCL +3.4%NOW +0.2%SGOV -21.3%AVAV -2.1%

$INDBULL adding $AVAV here. looking for a bounce here. reducing from SGOV. rest same

Changes:SGOV +50.0%PLTR -15.0%NOW -11.2%AVAV -8.8%SNOW -5.0%

booking pltr full profit. had a decent pump in sw. parking in sgov as i wait for market consolidation

Changes:SNOW +15.0%NOW +1.2%CRCL -5.8%PLTR -5.0%DDOG -4.2%

adding SNOW to the portfolio . chart action looks good here. portfolio is sw heavy, but I am sure it will work in next 18 months

Changes:PLTR +20.0%NOW +5.7%AVAV +3.5%DDOG +2.4%CRCL +1.8%

adding PLTR here and removing AKAM. profile took a hit because if CRCL and AVAV. i am adding more here

Changes:AKAM +33.3%DDOG +1.9%ZS -17.0%ADSK -15.0%AVAV -1.5%

adding akamai to the list. i like the chart, technology curve and technicals of chart

Changes:ZS +17.0%ADSK +2.7%CRCL -7.7%AVAV -7.0%NOW -5.0%

adding $ZS here… seems a good entry. Stop loss 110. pure software play

Changes:AVAV +25.0%NOW +10.0%DDOG +5.0%ADSK +2.3%SGOV -42.2%

adfing $AVAV, support holding well. adding software names on pullback.

Changes:SGOV +42.2%DDOG +5.0%NET -10.0%UBER -10.0%NFLX -10.0%

booking gains in software. parking into sgov till a good opportunity arises. i still like CRCL

Changes:CRCL +30.0%DDOG +5.0%NOW +4.8%OIH -12.0%USO -9.0%

adding in CRCL. the strength is good in chart. software is also doing well. removed Oil for now as Trump is inclined to end the war

Changes:CF +3.1%NET +2.0%NFLX +2.0%UBER +2.0%OIH +2.0%

closing ASTS. nice pump. shifting more to software. keeping energy bet