US stock market has surprised many by making new all time highs but also in many stocks.
AMD is the new star on AI horizon, skeptics keeps pointing to old PE comparison with NVDA?
NVDA & AMD are 2 different stocks with different focus on growth & currently AMD has MOMENTUM & FOMO
AMD has outperformed NVDA by horrendous %...still no one believes it....
US market is getting ready to reward old AI winners wit new Q results....
MU is next on deck with Wednesday night delight....
US stock market is clearly showing where the growth IS and where money can be made....
Here is how my last week ended :
Last week UP 17.54%
YTD UP 99.62%
Here is my portfolio weighting on 225% exposure...highest in many many years:
AMDL 26.66%
GDXJ 24.93%
SLVR 18.49%
MU.TO 9.00%
SPAX 6.31%
MVLL 5.61%
GGLL 4.72%
SNDU 4.28%
Please note that my gold & silver exposure stands @ 43.42% of my portfolio......
BLOG does NOT give buy or sell.
Saleem
8 comments:
Hi Salem,
Congrats on another stella week of gains and close to a century mark.
Simon
Hi Simon,
Thanks for your feedback, much appreciated.
Good luck to you in final Q of 2026.
Saleem
Hi Saleem,
WOW the gains again!! AMD has been a huge winner - congrats on conviction and patience!
Stocktrader
Hi Saleem,
Sold PONY ENPH NN WGS to raise funds from underperforming stocks
Bought AVT @ 101.36
Bought RDVT @ 78.83
Both stocks have charts that have consolidated near highs for months while the market and other stocks have experienced larger volatility. I think they are both set up for year-end runs as oil cools and hopefully we've seen the worst of the treasury yield rise.
I have one more cash position - trying to identify a target now.
Stocktrader
Bought IONQ @ 44.30 on relative quantum strength and recent announcement both in partnerships and technology.
Hi Stocktrader,
Good luck with the swap..
Simon
Thank you! I do like SILC here also but can't get into it right now.
Hi Saleem,
Last week: +3.26% (YTD: +2.92%)
Portfolio Leaders: BFLY RKLB AMBQ
Portfolio Laggards: WGS ENPH
It was an up week for the markets and the portfolio as investors seem to have discounted the worst-case scenarios on a number of fronts. I didn't note this last week, but the AAII survey marked one of the highest bearish readings in history, eclipsed only by a few rare times like the 2009 financial crisis, 2002 tech bear market, and the 2020 covid lows -- all of which saw sharp increases short- and long-term. I think this is a definitely one of the reasons we see the market shrugging off the majority of bad news now - there's just no one left to sell and investors are beginning to nibble at their favorite names again. Despite what seems like ever-increasing treasury yields, that will eventually abate, and I think the year-end rally is about to begin as we soon focus on earnings reports rather than 10-yr yields. I made some moves today to try and position for those events, and we'll see how it develops.
Holdings (current): BFLY AMBQ RDVT RKLB IONQ AVT AEVA NNOX(small), cash 0%
Stocktrader
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