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