Posts by Creator

Changes:META +6.5%GOOG +3.1%AVAV +1.5%CRCL +1.1%AVGO -5.9%

$INDBULL small rebalancing. META looks very good. rest of positions will stay same

Changes:AVGO +5.2%DDOG +1.3%NET +0.4%MSFT +0.3%META -2.6%

adding more amzn as it is ready.. rest stay the same. bull market is in tact.

Changes:META +14.0%TEAM -5.0%AMZN -5.0%MSFT -1.0%CRCL -1.0%

increased Meta allocation. setup for inference boom for which hyperscalers are positioned well in my opinion

Changes:GOOG +15.0%AMZN +15.0%AVGO +10.0%MSFT +10.0%AVAV -12.0%

adding Google, Amzn, avgo. rebalancing the saas bucket to make room. positioning for inference

Changes:NET +10.0%TEAM +5.0%AVAV +12.1%SNOW +10.2%CRCL +1.6%

adding team, net and snow here, moved out of sgov. bit loaded with saas

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

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