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Changes:MU +7.5%ARM +2.6%INTC +2.1%GS +0.3%NVMI +0.1%

$RISKBABY HUT is out for now. real allocating funds, and giving more of a percentage to micron. upsides baby!

Changes:ARM +11.0%HUT +4.1%NVMI +1.8%INTC +1.7%AMD -13.0%

AMD out, ARM in. buying more NVMI, it has bee in my portfolio for so long and it has done so well. reallocated some other funds

Changes:HUT +7.1%MU +11.2%INTC +2.3%AMD +2.0%GS +1.0%

HUT and MU in, SMCI and CRWD out. riding this wave and we coming out strong!!!!

Changes:SMCI +11.0%AMD +11.0%NVMI +2.4%INTC +0.9%CAT +0.4%

MU out AMD and SMCI are in! making moves!!!!!

Changes:CRWD +11.0%INTC +2.6%MU +1.8%BA -9.3%GS -3.1%

making a couple of changes for the future…. CRWD is in and BA is out!!!!

Changes:CAT +5.9%NVMI +2.1%BA +1.4%GS +1.2%GGLL -8.7%

CAT doing well… GGLL was not the move! we will come back stronger ! big trust

Changes:GGLL +8.7%MU +2.7%CAT +0.6%ARKQ -9.6%NVMI -1.0%

bullish move, GGLL is in and I’m optimistic that it’ll do us well. with the success of google im optimistic in this

Changes:INTC +9.4%MU +3.6%NVMI +2.3%BAC -10.5%GS -3.7%

Couple of changes, BAC out… allocating more funds to MU and NVMI. added INTC

Changes:BA +8.7%NVMI +1.9%CAT +0.4%GS +0.1%HUT -9.8%

BA in HUT out. Boeing up 20% past month and lots of upside. HUT will come back at some point.

Changes:ARKQ +9.9%HUT +0.5%MU +0.3%ARKK -10.0%GS -0.3%

ARKK out ARKQ in. this one has been doing better than ARKK consistently.