Posts by Creator

Changes:AMZU +14.2%NFLX +1.6%NAIL +0.7%NVDU +0.6%UNH +0.4%

$REMUSVALUE REMOVED ARBOR, REMOVED BABA. Amzn down far too much after earnings, significant increase in allocation to Amazon and NFLX

Changes:UUUU +4.5%NXE +0.4%NAIL +0.4%ABR +0.1%RKT +0.1%

Removed bitcoin exposure, not a fan of the asset anymore, clearly not “digital gold” at the very least. substituted with additional uranium exposure

Changes:UNH +11.0%NXE +0.9%UUUU +0.6%BABA +0.3%NVDU +0.1%

bought a bunch of UNH, bad day for regulatory news on low Medicare payment payment growth. reduced arbor and nflx exposure

Changes:NFLX +5.5%UUUU +1.6%NXE +0.7%BABA +0.2%MSTU +0.1%

significantly increased Netflix allocation and profit taking on Intel

Changes:NFLX +5.1%NXE +2.0%UUUU +1.8%INTC +0.8%AMZU +0.8%

nflx beaten down, profit taking on LLY. Amzn finally starting to perform so leaving as is

Changes:NFLX +4.0%ABR +2.3%NAIL +1.0%RKT +0.5%AMZU +0.3%

Took profits on alibaba and opened a Netflix position and added to the current arbor position

Changes:MSTU +8.0%NXE +0.5%RKT +0.2%FSLR +0.1%NVDU +0.1%

MSTR undervalued MSTR undervalued MSTR undervalued MSTR undervalued MSTR undervalued

Changes:ABR +7.9%LLY +1.5%RKT +0.3%NAIL +0.3%INTC 0.0%

Arbor is insanely undervalued, profit taking on first solar. Arbor is insanely undervalued, profit taking on first solar.

Changes:ABR +10.2%AMZU +1.4%LLY +0.4%FSLR +0.1%STNE -4.1%

arbor realty trust way undervalued arbor realty trust way undervalued arbor realty trust way undervalued

Changes:BABA +11.0%FSLR +0.5%LLY +0.1%AMZU -8.5%RKT -0.9%

some Amazon profit taking plus baba position opening some Amazon profit taking plus baba position opening