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Changes:FABC +3.3%GFS +0.3%LITE +0.2%P +0.1%TSEM +0.1%

$INTERBAND Adding another new position here. Adding SBLX! using profits from our outperformers, an some of that silver position! have a good rest of your week. I’m done rebalancing for a while!

Changes:LWLG +3.4%MRVL +0.3%AVGO +0.3%P +0.3%CLS +0.2%

cutting POET out… what a disgrace that they lost HALF of their value because the CFO couldn’t keep this damn mouth shut… adding LWLG. and added Sivers to my personal port off dub. such a shame. I’m sorry this happened.

Changes:TSEM +0.8%GLW +0.6%SLV +0.6%MRVL +0.5%NET +0.3%

taking a rebalance here to take better care of our profits! moving stuff all around, even some percentages out and mainly adding to our underperforming assets and silver!

Changes:SLV +4.0%WYFI +0.4%CLS +0.4%ALAB +0.2%ANET +0.1%

took 1% off of AAOI CRDO MRVL TSEM and LITE in order to open a silver position for us to have to use as a cash position / hedge. really liking the way the chart looks and it looks primed for a good run back up.

Changes:AAOI +2.3%TSEM +1.4%CIEN +0.7%GFS +0.3%AVGO +0.3%

Taking some profit! Lowered AAOI and MRVL positions by 2% each and distributed the profits to some of our underperforming positions… Have a great week!

Changes:ASML +5.0%AAOI +1.3%LITE +0.5%SMTC +0.3%TSEM +0.3%

adding ASML , I think this might be my final picks for 2026………………………..