Bought GLDU @ $43.56....

 Bought GLDU @ $43.56 in Toronto....

BLOG does NOT give buy or sell.

Saleem

US stock market, only the-best earnings are moving UP!!!

 US stock market has gone through a major transformation, only a huge beat & great guidance making the-desired list, rest promptly fail to impress anyone...

Normal beat does not cut it anymore.....

Why this change in market sentiment, because every stock was bid up before based on hope & actual result....NOW they want MORE....MUCH MORE to justify lofty PE....

SO its going to be tough going blind in this TAPE...

Stock market never remains the same more so after 3 year of relentless upside

Storage & Memory stocks are in their own bubble......look @ Silver one day slump of 30% should be a wakeup call to anyone in any sector....

Some of the key earnings report this week are :

Monday PLTR

Tuesday AMD

Wednesday GOOG

Thursday AMZN

Here is how my week ended :

Last week UP 1.37%

YTD           UP 2.45%

Here is my weighting on 63.92% exposure :

GGLL       36.34%

AAPL       30.60%

TSLL        20.23%

HOOD      10.11%

BTCC        2.72%

BLOG does NOT give buy or sell.

Saleem

US stock market earnings winners & losers......

 US stock market is entering a critical week which may determine where AI winners & losers are...

META MSFT TSLA reports on Wednesday

AAPL reports on Thursday

META will set the tone on " spending craziness "

MSFT may update on Open AI comings & going as one of the leading investor

TSLA may update on Robo Taxi & Robotix numbers which may ignite interest in stock...

AAPL is the wild card of AI, will they or wont they announce any new AI deployment.....

Geo-political tension remains high thus Gold & Silver still in UPTREND

There are too many variables in investment scenario thus hard to position properly....

Its a " wait & see " game for me...too many uncertainty investment thesis wise.....

Here is how last week ended for me :

Last week Down 2.45%

YTD               UP 1.08%

Here is my weighting on 63.20% exposure....

GGLL            34.55%

AAPL.NE     29.27%

TSLL            22.39%

HOOD.NE   10.89%

BTCC.TO      2.90%

BLOG does NOT give buy or sell.

Saleem

US stock market in sector rotation mode....

 US stock market in 2026 is your " Daddy's market "

NIFTY FIFTY is ruling again.....

Industrials are IN...

Energy in vogue

Financials are hot

Semiconductors are hot again....

Metals are surging

What a change in profile of this market.....

Some of us including me are having tough time adjusting to this new reality.....

All of the above look overbought as I write.....

Maybe a better entry point may come I hope....

Here is how my last week ended :

Last week  Down 2.15%

YTD                UP 3.53%

Here is my weighting on 60% exposure :

GGLL          36.93%

AAPL.NE    31.22%

TSLL           22.54%

HOOD.NE   9.31%

BLOG does NOT give buy or sell.

Saleem

US stock market no more frenzied trading....

 US stock market in 2026 is like a "normal market "

What is a normal market, It IS like 8%+- gain for the year

YES some stocks will be above range  which may be news driven

No more frenzied doubling by many ideas stocks, It IS all in the stocks now

SO....

IF you have a well researched, balanced portfolio you should end the year in 8% +++ range

Make sure you show " conviction & patience "

NO  more " reactive switching daily "

Reduce your stress level by sticking to your ideas.....

Here is how my week ended :

Last week UP 5.27%

YTD          UP 5.68%

Here is my weighting on 54% exposure :

GGLL             40.54%

AAPL.NE      34.95%

TSLL            13.61%

HOOD.NE   10.90%

BLOG does NOT give buy or sell.

Saleem

Added 120% TSLL @ $17.43....

 Added 120% TSLL @ $17.43...

Sold UBER.NE @ $12.55

Sold ZEQT.TO @ $20.85

BLOG does NOT give buy or sell.

Saleem

2026 US stock market leaders & laggards.....

 US stock market has started its 2026 run......

Old stocks are new....

New stocks  are old...

New & Old are ideas....

2026 looks like a mixed bag of laggards are going to be leaders

2025 leaders may be totally news driven and may trade in a narrow range

2026 US stock market may turn out to be " most frustrating " for formula driven trading...

Technicals may rule " daily trading "

SO 2025 has ended....

Good to review " reasons for NOT matching indices results "

BE CRITICAL of your OWN trading style....

LEARN & CHANGE.....

Here is how my 2025 ended :

2025       UP 83.35%

1 day 2026 UP .41%

Here is my weighting on 58.8% exposure :

GGLL          34.53%

AAPL.NE    20.55%

ZEQT.TO    18.19%

UBER.NE   10.88%

HOOD.NE  10.17%

TSLL           5.68%

BLOG does NOT give buy or sell.

Saleem