Sold CIEN @ $492.00
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Stocks100
Thursday, April 16, 2026
Wednesday, April 15, 2026
Sunday, April 12, 2026
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
Thursday, April 9, 2026
Sunday, April 5, 2026
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
Wednesday, April 1, 2026
Sunday, March 29, 2026
US stock market slump continues.....
US stock market slump continues as war drags on...
No one talking victory anymore BUT counting how long war goes ON...
All the bravado is gone, reality setting IN
This war could drag on lot longer....
Hyper inflation could be sticky this time...
Technology / AI falling like stone....
Energy is the only " standout "
Gold may have found support after relentless selling from Middle East to shore up capital
This is how my last week ended :
Last week Down 4.73%
YTD Down 27.73%
Here is my weighting on 82% exposure :
GGLL 36.88%
AAPL 22.33%
GLDU 15.77%
TSLL 10.72%
BTCC 7.40%
TSLL 6.90%
BLOG does NOT give buy or sell.
Saleem
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