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Changes:CRWD 0.0%AMD +3.3%AVGO +3.3%GOOGL +3.3%RDDT +3.3%

$YOGIMOVERS rebalancing based on recent changes across stocks. removing Oracle and taking profit on MDB

Changes:ORCL +16.7%AVGO 0.0%SNDK -16.7%

taking profit from SAN disk and adding Oracle and rebalancing. I think MDB is undervalued

rebalancing and taking some profit from MDB and SNDK and watching Reddit and Avgo

Changes:AVGO +16.7%AMD -3.3%GOOGL -3.3%RDDT -3.3%MDB -3.3%

taking some profit and adding Avgo which seems to be undervalued across all semis

taking some profit from AMD and MDB for now and rebalancing. not adding any new stocks for now

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

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