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Changes:CRWD +15.3%AMAT +4.0%AMD +1.4%AMZN -16.7%AVGO -2.1%

$YOGIMOVERS adding crwd to replace amazon for now. forward looking options for stocks looks good

Changes:AVGO +16.7%AMZN 0.0%KWEB -16.7%

not seeing a lot of movement in KWEB and removing it and replacing it with Avgo

Changes:AMZN +16.7%RDDT 0.0%TREE -16.7%

removing tree and adding Amazon as stocks seems undervalued compared to AI impact

Changes:TREE +2.4%AMD +2.4%AMAT +2.4%GOOGL +2.4%KWEB +2.4%

removing CBRS for now and waiting to change anything in future, equal balance across other

Changes:AMAT +14.3%CBRS +14.3%TREE 0.0%ORCL -14.3%SMCI -14.3%

adding Amat and cerebras based on recent earning and potentials. will

Changes:ORCL +14.3%TREE +14.3%SMCI -5.7%AMD -5.7%GOOGL -5.7%

taking some profit from AMD and SMCI and adding Oracle and Tree for short term

Changes:SMCI +3.4%RDDT +3.3%KWEB +3.3%AMD +3.3%GOOGL +3.3%

exiting from hood and equal distribution for now for other stocks ……….

Changes:HOOD +6.7%RDDT +6.7%SMCI +6.7%KWEB +2.8%INTC -8.0%

split evenly to reduce exposer in Intel for now both AMD and Reddit have good forward looking options. SMCI to be seen

Changes:INTC +8.0%AMD +3.8%CRWV +1.9%GOOGL +1.1%HOOD +1.0%

adding Intel as forward momentum of stock is high. adjusting Reddit and SMCI

Changes:RDDT +9.0%PLTR +1.4%GOOGL +0.1%OKLO -5.0%CRWV -4.2%

adding Reddit and adjusting some AI stock as forward momentum for Reddit