US stock market is showing " major momentum " as US Iran sort out mini issues...
YES...there will be violations of this agreement, part of regrouping.....
BUT stock market keeps chugging along as IF there is no issues in the deal....
AI related stocks have outperformed markets in an "unbelievable % "
Many players are ignoring this AI phenomenon as IF its a passing phase whose time is UP & GONE...
AI is here to stay and should be part of everyone focus
Sometimes " biggest opportunities are staring " @ us daily...BUT we chose to ignore...
Please get with the AI program ASAP....
Here is how my last week ended :
Last week UP 10.44%
YTD UP 112.12%
Here is my weighting on 141% exposure :
GGLL 36.18%
AMDL 22.59%
MUU 16.99%
QCML 9.53%
SNDU 7.52%
TSLL 4.40%
AAOG 2.79%
BLOG does NOT give buy or sell.
Saleem
6 comments:
Hi Salem,
Congrats on another AMAZING week!
Simon
Hi Saleem,
Another GREAT week and the YTD gains are EYE-POPPING!!
Good luck with continued profitable trading!
Stocktrader
Hi Saleem,
Last week: +5.57% (YTD: +13.85%)
Portfolio Leaders: BFLY TWST AMBQ
Portfolio Laggards: NN CODA BODI NNOX
The portfolio was powered by a few big winners with BFLY being the headliner (+60% but pulling back today). Overall, it remains tricky to find non-semiconductor names that have steady momentum, but I am uncomfortable with price levels in those semis so I continue to search for new ideas and names. In many stocks spreads are wide, consistent with summer trading patterns, and random volatility can be fierce and confusing. I do expect that with oil prices coming down finally, consumers will find their footing and the economy will remain strong but more diversified, and the stock rally should broaden also.
Holdings: BFLY TWST KRUS RKLB AMBQ BC NN BODI NNOX CODA, cash 0%
Stocktrader
Hi Saleem,
Trimmed the excess of BFLY @ 7.92 and TWST @ 91.87 after big runs, and a little from KRUS @ 51.39 to free up cash.
Bought AEVA @ 20.23 on long term prospects of FMCW LiDAR
Added a little to RKLB @ 87.47 on the extreme selloff
Stocktrader
Hi Stocktrader,
Always good to book profits.. Good luck with AEVA discount and more RKLB!
Simon
Hi Stocktrader,
Good luck with AEVA and more RKLB
Saleem
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