US stock market has " major Momentum "

 US stock market had enough of War rhetoric...nobody got obliterated yet....all standing & yapping 24/7...

Market is looking ahead to a " major momentum rally "

Lot of stocks were shorted by technical oriented traders.....all caught badly with this non-stop UP TAPE

As they say...NEVER short a dull market.....

Most sectors participated in this huge rally...even Crypto came alive and more to come...

AI is back in vogue

Storage are flying

Fiber Optics never had this good...all making new all time highs

Even TSLA got bid...

Can you believe AAPL @ new high.....a non AI stock?

All in all.... good times are in.....

Here is how my week ended :

Last week UP 15.05%

YTD         UP 8.55%

Here is my portfolio weighting on 69% Exposure :

GLDU          33.85%

AAPL          29.03%

TSLL          15.34%

HOOD       11.34%

BTCC        10.44%

BLOG does NOT give buy or sell.

Saleem

Sold SLVR @ $65.60 pre market

 Sold SLVR @ $65.60 in pre market

BLOG does NOT give buy or sell.

Saleem 

Sold CIEN @ $492…

 Sold CIEN @ $492.00

BLOG does NOT give buy or sell.

Saleem 

Bought CIEN @ $458.00

 Bought CIEN @ $458.00 after open..

BLOG does NOT give buy or sell.

Saleem 

US stock market facing new challenges...

 US stock market is facing new challenge of " broken peace talks "

US & Iran talking was a " hopeful sign that cooler heads are prevailing "

Agreement may take several more attempts....

I remain optimistic that WAR is NOT the answer....

Many many countries have suffered unnecessarily in this FIASCO...

Software stocks are the-biggest casualty in this AI led era by Anthropic which keeps coming out with new software killers on a regular basis....

Most AI stocks are out of ICU.....which IS an hopeful sign for market in general & AI in particular....

Storage & Optical stocks are on fire...new 52 week to all time highs on a daily basis.....

Here is how my last week ended :

Last week UP 10.21%

YTD       Down 6.50%

Here is my weighting on 128% exposure :

GGLL            31.37%

AAPL            14.98%

SLVR            13.50%

GLDU           11.15%

MU                7.54%

TSLL             6.33%

BTCC            5.27%

ARMG          5.23%

HOOD          4.63%

BLOG does NOT give buy or sell.

Saleem

Sold SNXX @ $57.50….

 Sold SNXX @ $57.50 in pre market…

BLOG does NOT give buy or sell.

Saleem 

US Stock market dealing with " stone age diplomacy "

US stock market has faced many many wars BUT this one makes no sense......

Everyday there is a " brand new explanation & purpose is given "

Everyday a pronouncement of decimation of everything is announced BUT war keeps going....

NOW a brand new purpose is given " Stone age agenda is being touted in next few hours "

BUT stock market is trying to read beyond stupidity.....

Most stocks have found support despite " all the tough talk "

Looks like a great time to increase exposure as market looks tired of this war....

AI stocks are looking ready to take off AGAIN....despite some court rulings....

Gold / Silver have found support also....

Storage & Fiber Optics stocks are in vogue again....

Be diversified & show conviction.....rest is easy.....

Here is how my last week ended....

Last week UP 11.02%

YTD    Down 16.71%

Here is my weighting on 101% exposure :

GGLL      34.52%

AAPL      18.41%

GLDU     13.47%

TSLL        8.55%

SNXX       7.79%

BTCC       6.03%

HOOD      5.77%

SLVR        5.46% 

BLOG does NOT give buy or sell.

Saleem