Posts by Creator

Changes:AVGO +8.0%TSM +8.0%ASML +5.0%ANET +3.0%MSFT +1.0%

$STARGATE Adding AVGO, TSM, ASML, and ANET for broader stack coverage. Exited ACM due to rising backlog.

Changes:ORCL +10.0%CSCO +10.0%ACM +9.1%DLR +5.0%VRT +5.0%

Evaluating StarGate initiatives and rebalancing accordingly to include a number of new companies

Changes:ALB +4.3%NVDA +1.6%AMZN +0.9%GOOG +0.3%MSFT +0.1%

Adding Albermarle Corporation which specializes in lithium production, a critical component in battery technology and electronic applications. Selling out of Snow with milepost hit.

Changes:NOW +5.4%MU +0.9%NVDA +0.3%AMD +0.2%IBM -3.7%

Taking some NVIDIA gains, and introducing ServiceNow, Inc. workflow automation from end to end- growth prospects

Changes:AVGO +5.0%AMD +0.2%SNOW +0.1%CRWD 0.0%IBM -2.3%

Rebalancing target weights and adding Broadcom prior to the split.

Changes:CRWD +5.0%NVDA +0.8%GOOG +0.6%MU +0.4%IBM -2.7%

Adding crowdstrike for long term and taking some chips off the table with NVDA