Posts by Creator

Changes:GLW +2.0%GFS +1.6%P +0.8%CRDO +0.3%MTSI +0.2%

$INTERBAND cutting the rest of the BIL position and adding it into our existing positions

Changes:NOK +2.9%AAOI +1.7%LITE +0.3%FABC +0.3%FN +0.2%

Taking the rest of SLV and adding it into NOK! I like NOK, at this period. I’m feeling good about it. I gotta couple more rebalances left and then we’re done on the year. We’ll just add and ride it into 2027!

Changes:NET +3.0%AAOI +1.9%ANET +0.3%VIAV +0.3%ALAB +0.2%

taking some off BIL and SLV and giving it to NET AAOI. NET seems primed for a breakout soon!

Changes:BB +1.9%AAOI +1.7%CLS +0.6%P +0.4%AVGO +0.3%

taking some off BIL and SLV and rotating it around to other positions.

Changes:SLV +5.1%BIL +4.3%ERIC +0.2%FN +0.2%FABC 0.0%

taking some more off the top, making the BIL and SLV positions bigger in the mean time. let’s keep our current holdings the same until we start getting a bit more clarity

Changes:BIL +4.0%SLV +3.1%AVGO +0.3%FABC +0.2%ERIC +0.1%

taking some off some positions. going to be adding a cash/silver position.

Changes:ERIC +2.8%BB +2.0%NET +2.8%ASML +2.0%LITE +1.6%

going cut one position and add in Ericsson and BlackBerry here to tag team with our NOK position.

Changes:AVGO +1.0%NOK +0.9%GFS +0.7%WYFI +0.4%CIEN +0.2%

closed out of NLaser, and trimmed. adding more into Nokia, AVGO, and GFS

Changes:NOK +1.1%AVGO +0.7%WYFI +0.4%CRDO +0.3%ALAB +0.3%

cutting some profit, and our KC position entirely. adding more into AVGO and NOK!

Changes:WYFI +0.9%MRVL +0.6%NOK +0.5%AVGO +0.3%GLW +0.2%

taking some more profit here and buying more Nokia on this down turn. hope you guys had a good week!