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Changes:CRWV +5.0%BMNR +5.0%UEC +4.0%NVDA +4.0%OPAD +3.0%

$THEACTIVE taking some profits in RKLB BE and HOOD. adding CRWV OPAD UEC and BMNR

Changes:BE +5.0%MMM +4.6%AMZN +3.6%RKLB +2.3%HOOD +1.5%

Removing APP and GOGL adding BE (new position) and increasing MMM RKLB

Changes:APP +8.0%COIN +1.4%BABA +0.7%JD +0.5%GOOGL +0.5%

adding $APP expecting news on the S&P 500 inclusion today 03/07 after market closes

Changes:GOGL +6.0%OXY +5.0%BABA +1.3%JD +1.2%MMM +1.1%

adding OXY and GOGL. taking some risk off from HOOD AMZN SPHR and BABA

Changes:PCOR +7.0%CAVA +3.8%SPHR +2.8%TSLA +1.9%RKLB +1.8%

new position in PCOR, taking some profits on MMM. adding some more SPHR and CAVA

Changes:STLA +4.0%IREN +0.9%TSLA +0.6%JD +0.3%GPCR +0.3%

trimming some RXRX RKLB AMZN TSLA for profits and adding STLA

Changes:DOCN +7.0%RKLB +0.8%COIN +0.6%CELH +0.3%DKNG +0.1%

trimming some BABA for profits, adding DOCN which has a 23% CAGR by 2027

Changes:CELH +4.0%OXY +0.5%HPE +0.5%MMM +0.4%CAVA +0.3%

the stock is down almost 50% from its peak. trading at 45x ev/evitda is which is a little higher than it’s industry but at the same time they have a CAGR of 300%+. Sinxe it is still a bit overvalued I’m only doing a 4% exposure