Posts by Creator

Changes:APLD +5.0%SMTC +0.3%CAKE +0.3%PLTR +0.1%AVGO +0.1%

$SFGRWTH Rebalance to add APLD - a great add for long term growth and diversification

Changes:RDDT +5.0%MU +0.5%TSM +0.4%CAKE +0.3%CELH +0.2%

Adding RDDT for growth potential in 2026 and long term. will continue to adjust as needed

Changes:CELH +2.1%CRM +1.3%ADBE +1.0%ANET +0.2%MU +0.1%

Removing Coreweave as part of normal maintenance to ensure optimal growth

Changes:C +6.0%SMTC +0.6%PLTR +0.5%MU +0.2%CRWV +0.2%

Merry Christmas! Adding Citigroup based on 2026-2027 projections of substantial growth.

Changes:ADBE +6.0%SMTC +4.7%AVGO +1.3%MU +0.8%META +0.7%

removing Oracle and adding SMTC and ADBE as two potential growth drivers

Changes:CRWD +1.5%ANET +1.2%AMD +1.1%CRM +0.4%TSM +0.3%

reducing PLTR due to increased volatility and overvaluation that risks significant loss

Changes:PYPL +4.9%CAKE +4.0%AMD +2.2%MU +0.5%PLTR +0.3%

Adding paypal and Cheesecake Factory due to recent impressive earnings and balance sheets indicating long term growth

Changes:META +5.0%HNST +4.1%AMD +1.1%BTBT +0.4%MU +0.1%

Adding Meta and Honest for continued growth and portfolio balance. small adjustment

Changes:ORCL +5.0%CRWV +1.9%MU +0.3%CELH +0.1%TSM +0.1%

Adding Oracle as it is a clear buy opportunity for long term growth and stability

Changes:MU +4.0%CRWV +4.0%CRWD +0.2%AMD +0.1%PLTR -3.3%

Reducing PLTR due to changing market dynamics and rebalancing a few other percentages.