Bought SHOP.TO in Toronto @ $175.00....

 Bought SHOP.TO in Toronto @ $175.00

BLOG does NOT give buy or sell

Saleem

US stock market making new HIGHS....NICE !!!!

 US stock market is making new all time highs.....

Nasdaq showing " renewed strength " ignoring all skeptics....

Gold @ new all time high....again.....

Bitcoin basing near $95K to $99K.....

NVDA moving towards new highs.....

AAPL on the move again....

META on an uninterrupted tear....20 straight days and counting....

Even MU is coming to life despite adjusting realistic margins....

SMCI had the best GAINS in a long time......

A well diversified portfolio is working like a charm.....

HAD my best week last week......

Last week UP 11.13%

YTD UP 19.00%

Here is my portfolio weighting :

GOOG       19.38%

TSLA         14.06%

AAPL        10.96%

AVGO           9.99%

SMCI            9.81%

NVDA           9.77%

MSFT           7.45%

BRK              6.74%

MU               4.25%

BTCC           3.91%

RIOT           3.68%

BLOG does NOT give buy or sell.

Saleem

SOLD SHOP @ $121.65 in AH in Nasdaq.....

 Sold SHOP @ $121.65 in AH in Nasdaq.....

BLOG does NOT give buy or sell.

Saleem

US stock market may not exceed 8% in 2025....

 US stock market in last 6 trading weeks is displaying " jitteriness "

Every Friday's close leaves us wondering about Monday's open

This week may decisively turn negative....

All this churning & trading below 50 DMA for most Mag 7 stocks is not a confidence builder...

Something got to give very soon....

I may start reducing my exposure ASAP

Please book profit wherever & whenever it comes.....an environment of " singles NOT homerun "

Here is my last week's results :

Last week UP 1.97%

YTD UP 7.87%

Here is my portfolio weighting :

GOOG          17.71%

SHOP           17.21%

AAPL              9.48%

AVGO             8.87%

NVDA             8.61%

TSLA              8.04%

SMCI              6.82%

MSFT             6.82%

BRK                6.09%

MU                 3.60%

BTCC             3.56%

RIOT              3.19%

BLOG does NOT give buy or sell.

Saleem

Sold UBER.NE @ $46.50 in Toronto.....

 Sold UBER.NE @ $46.50 in Toronto....

BLOG does NOT give buy or sell.

Saleem

Added 100% GOOG.NE @ $31.94 in Toronto....

 Added 100% GOOG.NE @ $31.94

Bought UBER.NE @ $39.90

All purchase in Toronto after open

BLOG does NOT give buy or sell.

Saleem

US stock market in " Battle of Tariff "

 US Started 25% Tariff.... Canada & Mexico has started " tit for tat Tariff " and may escalate further.....

That was the las thing US stock market needs NOW.....

DeepSeek AI was enough of a challenge for US tech giants...now comes Tariff war.....

Reaction could be swift again......

More earnings are due this week.....

Monday PLTR NXPI

Tuesday GOOG AMD

Wednesday QCOM ARM UBER

Friday Jobs report....

GOOG may be the best this week......

AMD may finally be better than expected 50/50 chance

Quality of portfolio matters in challenging markets...stay with the-best.....

Here is my last week "

Last week Down 6.96%

YTD UP 5.90%

Here is my portfolio weighting :

AAPL       12.17%

GDXJ       11.91%

TSLA       11.16%

AVGO      10.83%

NVDA        9.87%

SHOP        9.59%

MSFT        8.56%

SMCI        6.64%

GOOG      6.02%

BTCC       4.66%

MU           4.44%

RIOT        4.15%

BLOG does NOT give buy or sell.

PS....on health front... challenges continues, treatment ongoing, test & monitoring ongoing....my guess, another 60 days needed to get to where I could be health wise...thanks to Stocktrader & Simon for your ongoing messages & prayers.....I need prayers until full recovery.....

Saleem