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Changes:MDB +20.0%RDDT +3.4%SNDK +3.3%AMD +3.3%GOOGL +3.3%

$YOGIMOVERS taking some profit and adding MDB after recent drop in stock. MDB numbers looks good

Changes:SNDK 0.0%RDDT 0.0%

taking some profit and increasing stake in Google and balancing other stocks

Changes:MU +16.7%SNDK +16.7%GOOGL +1.2%RDDT +0.8%CRWD -15.3%

adding memory stocks after recent drops. memory is still a bottleneck

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

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 ……….