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Changes:NFLX +16.7%INTC +16.7%IREN +16.7%HUT +16.7%TSLA +16.7%

$TOPFLOW seeing strong bullish flow for all of these names. Starting to concentrate more names for higher returns

Changes:BTBT +10.0%PDD +10.0%TGT +10.0%CMG +10.0%ADBE +6.6%

Adding in $TGT, $CMG, $ADBE, $PDD, and adding on more $PYPL into the end of the year. seeing strong bullish flow on these undervalued names

Changes:AMZN +3.0%PYPL +1.9%AMD +0.5%SYM +0.5%ARM +0.4%

Dropping $OKLO here and adding on more $AMZN and $PYPL. seeing bullish flow come in for these names

Changes:CRWD +4.1%AMD +4.0%SYM +0.9%OSCR +0.7%OKLO +0.6%

Trimming $HIMS, $TEM. $VST. reducing exposure in healthcare and energy. adding in $AMD and $CRWD. seeing bullish momentum coming in with large call flows

Changes:PYPL +5.1%HIMS +0.5%AA +0.3%TEM +0.2%GOOGL +0.1%

Removing UPS and SHOP, seeing some weakness in these names, adding in PYPL due to strong bullish option flow coming in today.

Changes:CRWV +7.0%AA +4.0%OSCR +0.5%UNH +0.4%GOOGL +0.3%

Trimming $OKLO here as it is being overbought and getting overvalued in my opinion. Adding in $AA and $CRWV. Seeing bullish flow coming in for these names.

Changes:UPS +4.0%OKLO +3.0%OUST +1.7%SYM +1.6%SHOP +0.4%

adding in UPS, see some opportunity here since it’s drop recent drop off, strong flow coming in

Changes:HIMS +7.0%UNH +2.9%OUST +1.0%ARM +0.8%OSCR +0.6%

Adding on HIMS as I see it as having high momentum, strong buying volume, and heavily undervalued. adding more on to UNH for similar reasons