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Changes:TSLA +10.0%TTD +10.0%ALB +0.4%ADNT +0.3%UBER -8.7%

$MACHPOWER We’re adding two new names to the portfolio this morning with the addition of Tesla (TSLA), and The Trade Desk (TTD). with Tesla, it’s difficult to bet against Elon Musk. Tesla’s shares have been all over the board this year and I think anything under $385 per share right now is a relative bargain. the trade desk play is a little more on the aggressive side, but it’s currently trading around $13 a share and I think anything under $16 is a good bet for potential big upside.

Changes:UBER +8.7%WULF +8.5%SCCO +3.1%LIT +0.2%PFFV +0.1%

We’re closing our positions on CRM and Joby. We’ve taken small profits on Joby and have hit our sell stop on CRM. Reallocation of proceeds tour higher performing names (Uber, WULF, and LIT).

Changes:WULF +0.9%MAA +0.9%JOBY +0.9%LIT +0.9%ADNT +0.9%

We’ve had a really nice run with Micron Technologies and it’s time to lock in profits and look for our next opportunity (ies). More to come.

Changes:MU +9.1%XBI -9.1%JOBY 0.0%

We’re taking profits and liquidating our position on SPDR Biotech ETF and adding Micron Technologies to our list of names.

Changes:JOBY +9.1%ALB -0.9%WULF -0.9%CRM -0.9%SCCO -0.9%

We are adding Joby Aviation back into our portfolio of names. Their air Uber service is now operational in Dubai.

Changes:SCCO +10.0%CRM +2.6%UBER +2.1%ADNT +1.5%PFFV +0.8%

Tax credits for EV makers are no longer available and Tesla has become overweight so we’ll close our position. Power will continue to be in high demand so we’re adding highly rated Southern Copper to the portfolio.

Changes:CRM +7.4%ALB +6.6%LIT +1.4%XBI +0.9%CRSP -10.0%

We’re closing our position in CRISPR Therapeutics (underperforming expectations) and adding highly rated Salesforce (CRM).

Changes:WULF +10.0%TSLA -1.1%ADNT -1.1%CRSP -1.1%MAA -1.1%

Adding TeraWulf (WULF) to the portfolio. WULF is a nice addition. The company’s leadership are people experienced in the power industry (rather than finance). They know power and what it takes to achieve goals. should be a $24 stock within 12 months.

Changes:TSLA +11.1%MAA -1.4%ADNT -1.4%UBER -1.4%ALB -1.4%

Adding Tesla on today’s price dip. Tesla is lagging behind Waymo and I believe Elon Musk is about to step it up.

Changes:UBER +12.5%PFFV -1.8%XBI -1.8%LIT -1.8%CRSP -1.8%

Added Uber Technologies. Complimentary fit for this portfolio. Robo taxi popularity should drive Uber to $150 per share.