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