Sold LULU.NE @ $7.59.....

 Sold LULU.NE @ $7.59 in Toronto...

BLOG does NOT give buy or sell.

Saleem

Added 150% LULU.NE @ $8.86.....

 Added 150% LULU.NE @ $8.86 in Toronto....

BLOG does NOT give buy or sell.

Saleem

Sold SMCI.NE @ $13.32 in Toronto....

 Sold SMCI.NE in Toronto @ $13.32.....

BLOG does NOT give buy or sell.

Saleem

US stock market in challenging stage....

 US stock market is facing challenges from Chinese AI chip makers like Huawei & Alibaba....

While Trump & his administration were collecting " trillions " Chinese chip makers were quietly making inroads into AI chip making .....

Results were obvious even to "average US traders on Friday "

Now All the " security clause will come off as Chinese take their well earned AI market share "

Never brag in any technology lead...learn it from AAPL who takes time and get better products which sticks....

SO...It IS going to be interesting AI market going forward.....

Here is my last week results :

Last week Down 1.09%

YTD              UP 37.80%

Here is my portfolio weighting on 84% exposure :

SHOP        25.25%

GOOG      21.58%

AAPL       20.70%

AMD        18.73%

CRCL         9.20%

SMCI         2.31%

LULU        2.23%

BLOG does NOT give buy or sell.

Saleem

 

Bought AAPL.NE & GOOG.NE .....

 Bought AAPL.NE @ $33.29

Bought GOOG.NE @ $34.30

BLOG does NOT give buy or sell.

Saleem

Sold GDXJ @ $77.00.....

 Sold GDXJ @ $77.00.....

BLOG Does NOT give buy or sell.

Saleem

US stock market shifts in to bullish mode....

 US stock market after correcting for 5 straight day's was ripe for any catalyst or bullish news....

Fed speech provided the much needed bullish catalyst to the surprise of many....

US stock market gave its verdict after Fedspeak.....UP UP & AWAY...

US stock market should make a new all time highs in this run....

Financials, Homebuilders, Small cap and Precious Metals like Gold Silver are the direct beneficiaries of lower Interest rates.....as US$ goes lower.....

Here is my last week result :

Last Week Down 0.06%

YTD             UP 38.89%

Here is my portfolio weighting on 77% exposure :

GDXJ      35.59%

SHOP      27.86%

AMD       21.08%

CRCL     10.32% 

SMCI       2.65%

LULU      2.50%

BLOG does NOT give buy or sell.

Saleem