Sold UBER.NE @ $58.61 in Toronto....

 Sold UBER.NE in Toronto @ $58.61

Portfolio SHPU & RIOT.....

BLOG does NOT give buy or sell.

Saleem

US Stock market very choppy....

 US stock market has been a " super profitable place to be "

Before in 2023..all boats were lifted

2024 onwards have been extremely narrow focused in AI

2025 has been a " rotation type " 

AI Quantum plus related stocks

NOW....it IS more narrow & extremely selective....all based on individual performance which is NOT PRICED IN

Hard to find stocks which has NOT QUADRUPLED in 24 months

SO...making money going forward will be challenging....

Here is my last week :

Last week UP 3.90%

YTD         UP 73.02%

Here is my weighting based on 61% exposure with " house money "

UBER 48.54% reports on Tuesday

AMD  42.16% reports on Tuesday

RIOT  9.30% reported Thursday...BUT priced IN

I may add 1 position on Monday from house money and may eliminate my existing position prior to earnings....to be determined after studying " sentiment"

BLOG does NOT give buy or sell.

Saleem