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Changes:AMD +2.0%MU +1.5%MRVL +1.1%NBIS +0.9%DRAM +0.1%

$TENXGROW slightly adjust the portfolio and increase Nbis and MU. memory and neocloud are good to hold

Changes:IREN +5.0%SGOV +3.6%NBIS +2.2%MU +0.6%DRAM +0.2%

adjust the portfolio and add IREN. waiting for the earnings report and increase the cash

Changes:NBIS +2.7%MU +2.3%AMZN +0.9%MRVL +0.2%AMZZ 0.0%

slightly adjust portfolio and no much change. ready for the earnings season. stock market is expected to rally until en dog July

Changes:DRAM +3.7%NBIS +3.5%SGOV +2.3%MU +2.0%AAPL +1.4%

adjust the stock portfolio and increasing MU, NBIS, DRAM, AMD. rebound here

Changes:AMZN +1.1%MU +0.8%NBIS +0.6%AMZZ +0.2%NVDA +0.2%

slightly adjusted the portfolio and mag 7 is very strong and rally into earnings

Changes:AMZN +5.0%AMZZ +5.0%MSFU +0.4%MSFT +0.2%NOW +0.2%

add Amzn stock, market is still strong and mag7 will move market higher

Changes:NVDA +3.1%DRAM +2.0%HOOD +1.9%AMD +1.1%NBIS +1.1%

consolidate the stocks and increase a few stocks. market is still strong overall

Changes:DRAM +3.0%HOOD +3.0%INTC +2.0%NVDA +3.0%AMD +1.8%

add more stocks and increase memory and neocloud. look forward to bouncing

Changes:SGOV +7.3%NOW +2.9%NBIS +2.3%MSFT +0.9%AAPL +0.8%

consolidate stocks and prepare cash for more opportunities. stay tuned

Changes:METU +10.0%META +5.0%ASTS +0.8%RKLB +0.6%MSFU +0.3%

add more meta and metu. meta looks great now. meta rally will continue