Posts by Creator

Changes:FSLR +2.9%VFC +1.1%EQT +0.9%GDS +0.8%QXO +0.8%

$MZYCHARTS Adding exposure to solar for the increased energy demand for AI. Solar will be one or the easiest assets to take advantage of while harder assets like nuclear are in development.

Changes:LEU +2.0%CPNG +0.9%GDS +0.4%KTOS +0.2%RBLX +0.1%

Removing underperforming WIX and adding more exposure to CPNG(Amazon of S. Korea) and LEU(govt focus on nuclear).

Changes:FSLR +2.0%FLR +2.0%PACB +0.3%BIDU +0.3%KTOS +0.2%

Adding exposure to nuclear and solar as both of these have longer term potential and good technical setups.

Changes:JD +5.2%BIDU +5.0%RBRK +4.7%AXON +4.0%WIX +3.0%

Taking some profit and allocating more into China and defense as the market looks.to be shifting.

Changes:GDS +4.0%RBLX +1.1%ESE +0.9%HD +0.6%KTOS +0.4%

Lowering TSLA exposure and adding GDS as TSLA is looking weak below the 50MA and 100MA.

Changes:SG +3.0%PACB +1.2%OUST +0.4%RBLX +0.1%WF -3.2%

Reduced WF to add exposure to SG. Longer term play for SG so starting a position here.

Changes:PACB +19.9%OUST +11.5%KTOS +11.4%ESE +11.4%RBLX +9.4%

Removed JOBY after nice run and may add back later but this looks extended. Adding SQM.