Posts by Creator

Changes:GEV +3.0%CRWV +2.7%CBRS +2.7%COHR +2.7%NXPI +2.6%

$SEMIASH rebalanced the entire stock holding. This will help to make the rebalance at highs.

Changes:CBRS +1.0%COHR +1.0%MU +3.9%ALAB +1.5%AMD +1.3%

adding Cbrs and cohrent to the semi portfolio and this is the right time to add as the semi is down.

Changes:GEV +1.1%MU +0.6%MRVL +0.2%ARM +0.2%AMD +0.2%

adding ge Vernova to our portfolio and having exposure to power industry that will support all the semiconductors

Changes:MU +4.4%LRCX +2.3%INTC +2.0%KLAC +1.3%LSCC +1.3%

removed smci stock and added more to coreweave stock. this will help to rebalance.

Changes:ALAB +2.5%INTC +1.3%MU +1.2%RMBS +1.1%LRCX +0.8%

removed wolf and added more to nvida to the portfolio. I am going to add more to nvida and amd.

Changes:ALAB +0.4%AMD +0.3%SMCI +0.3%AMSC +0.2%ILMN +0.2%

removing wolf speed stock from portfolio as they have filed for bankruptcy

Changes:CRWV +1.8%AVGO +1.9%AMSC +1.6%KLAC +1.1%LRCX +0.8%

adding Coreweave and remove wolf stock from the portfolio. restructured