$THEANALYST Finally getting a good opportunity to move away from weakening USAR and GD, with a modest HBM trim, and redirected capital toward the portfolio’s strongest active-momentum signals—primarily NVDA, CORT, MU, GEV, and AMD for the moment.
The updated model is slowly dialing in the dynamic risk clustering and adjusting to preserve upside while reducing correlated event exposure.
We're rotating out of stagnant energy exposure and trimming extended momentum positions into a new, fundamentally strong healthcare catalyst in CORT, while selectively adding to GEV and PWR. The updated allocation improves expected momentum, diversification, and modeled risk while avoiding any unnecessary turnover.
Working on upgrading our engine logic with better dynamic risk clustering and expanding the discovery universe. Slightly improving the risk profile here, the engine formula should be dialing in over the next two weeks.
Cut the low-score GD lump and SLB stub to feed the highest-scored names (WDC 99, MU 91, USAR 84) at engine-disciplined single-name sizes.
Rotating out our weakest holding Into the power/energy bulldout. JBL has been our lowest-conviction name for two weeks and broke down further this week - we're exiting rather than hoping. Proceeds scale GE Vernova (grid infrastructure for Al-era power demand, +12% to consensus target) and Halliburton (oil services with a firming crude backdrop, +29% to target), both added below our original entries. Net market exposure unchanged: dead weight out, earnings momentum and real tailwinds in. Semiconductor core, defense, and health positions untouched. Enjoy your weekends, stay good or stay lucky.
Taking some chips off the table after the AI shakeout and redeploying into energy services and grid power, where oil's spike and the datacenter power buildout are the story; core positions riding.
Trimming the dead weight (FTNT + CI) into General Dynamics with a small Western Digital top-up, still riding the chip momentum and sitting tight on everything else.
Swapping our two tired chip-adjacent names for the defense stock and health insurer the market's been piling into all week; jobs report cleared the runway this morning.
Ditching the gold (NEM) because the data caught it riding with our chip stocks instead of hedging them, and rotating into Cigna + General Dynamics, as they tend to hold up when semis sell off so we cushion the downside without dragging the upside.