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Changes:NBIS +100.0%MSFT -17.8%POET -16.0%ROOT -14.4%TTD -13.6%

$SWINGTRADE All in Nebius, I have a model showing 200% gains, most solid bet yet :)

Changes:POET +16.0%TTD +0.7%MSFT +0.5%CART +0.4%PYPL -13.8%

taking some profits from PayPal’s deal with OpenAI and solid earnings and entering poet for a datacenter tech play

Changes:PYPL +24.0%AUR +10.0%MSFT +11.9%TTD +0.7%RKT +0.1%

Seeing bullish order flow on Microsoft, PayPal and Aurora, taking “profits” from going to cash prior to shutdown dip

Changes:TBIL +29.5%DUOL -15.3%TTD -13.5%CART -0.5%RKT -0.1%

taking profits from Duolingo and trade desk and going into cash anticipating volatile next few weeks

Changes:TBIL +16.0%DUOL -14.5%ROOT -0.7%TTD -0.3%RKT -0.2%

taking profits from Duolingo and going into tbil again to see where next week goes

Changes:ROOT +7.9%DUOL +0.3%TTD +0.1%MSFT 0.0%TBIL -8.2%

buying more root as it had an unfair 5% dip today, will likely rebound

Changes:RKT +11.0%CART +10.0%ROOT +10.0%TTD +0.4%TBIL -30.8%

buying the dip :) thanks Powell, adding Root, cart, and rkt for next couple weeks

Changes:TBIL +39.0%DUOL -18.7%TTD -14.9%MSFT -5.4%

Market was hungover this morning from euphoria as a result of last week’s rate cut, then decided to go on a bender today, trimming to see where this goes tomorrow

Changes:TTD +29.6%DUOL +1.0%UBER -10.6%SMCI -10.4%ROOT -9.3%

buying more trade desk and taking profits on other assets that have performed well today

Changes:DUOL +26.8%SMCI +0.4%TTD +0.3%MSFT +0.3%UBER +0.2%

adding to Duolingo in the unfair sell off from my tbil, amazing duo on