Posts by Creator

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

$MACHPOWER 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%LIT -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.

Changes:MAA +14.3%ALB -2.4%CRSP -2.4%XBI -2.4%LIT -2.4%

Added Mi-America Apartment Communities to generate passive dividend income.

Changes:CRSP +16.7%LIT +16.7%PFFV +16.7%XBI +16.7%ALB +16.7%

Adding ADNT to the portfolio. Major producer of automobile seats. The price/earnings ratio stands at 11.5 times. The valuation on ADNT shares is attractive and triggered a buy from me.