Posts by Creator

Changes:TBIL +9.9%NOW +0.2%TTD +0.2%PANW +0.1%NFLX -10.0%

$TREBILL taking further risk off with Netflix. we had a good entry and with uncertainty better to be on sidelines

Changes:TBIL +11.0%NBIS +3.8%NFLX -11.1%NOW -1.9%PLTR -0.9%

Netflix report tomorrow. taking some risk off the table. Will revisit

Changes:TBIL +16.5%NFLX +1.5%LUNR -12.4%TTD -2.1%NOW -1.6%

profit booking on Lunr and carrying some cash for future redeployment.

Changes:NOW +15.9%NFLX +0.2%PANW +0.1%NBIS -14.5%TTD -1.0%

profit booking in NBIS and buying under valued Service Now. short term play

Changes:LUNR +13.0%NFLX +1.4%TBIL -13.2%PANW -0.6%TTD -0.2%

short term trade on LUNR. target 20 for quick exit z will scale back to treasury

Changes:PLTR +10.0%PANW +10.0%NBIS +4.2%SGOV -15.9%TTD -3.8%

rebalancing to add fee discounted names. if market stabilizes we should see a pull back

Changes:NFLX +30.0%SGOV -12.7%TBIL -12.7%TTD -3.7%NBIS -0.9%

buying Netflix should see 100 in near term. results were in line with expectations

Changes:NBIS +21.4%SGOV -10.8%TBIL -7.0%TTD -3.6%

short term risk with NBIS due to its deal with AMD. will be raising cash

Changes:SGOV +15.6%TBIL +11.9%TTD -27.4%

reducing some TTD exposure as this is only short term parking tickerr.

Changes:TTD +26.8%VBIL -24.8%TBIL -1.0%SGOV -1.0%

rebalancing with some more money in TTD for short term. donot copy this portfolio