US stocks momentum driven on rate cut....

 US stock market is in high gear momentum on AI, Quantum & rate cut nirvana....

Cannot ask for better September when stocks were suppose to tumble based on historical stats, REVERSE is happening....

New all time highs on a daily basis....

New all time highs begets more highs as FOMO takes hold...

Perfect trading environment where ROTATION is in HIGH GEAR...

Here is how my last week was :

Last week UP 1.80%

YTD          UP 40.01%

Here is my portfolio weighting based on 95% exposure :

AAPL       27.51%

AMD        23.08%

SHOP       22.69%

GDXJ       18.99%

CRCL         7.73%

BLOG does NOT give buy or sell.

Saleem

Sold SLVU @ $44.25.....

 Sold SLVU @ $44.25 in Toronto.

BLOG does NOT give buy or sell.

Saleem

Sold GOOG.NE @ $39.00 in Toronto....

 Sold GOOG.NE in Toronto @ $39.00...

BLOG does NOT give buy or sell.

Saleem

US stocks are behaving ERRATIC.....

 US stock market keeps making new all time highs, BUT all is not well below the curtain....

Same sectors have huge winners and huge potential losers.....

Survival of the fittest seems to be the " motto "

Extremely news driven TAPE we got...

Stock picking has taken a " key role NOW "

NO theme driven strategy seems to work...

Go with the flow or go with the news is the only game in town....

On Friday....AVGO was IN

NVDA & AMD was out of favor....

My strategy is to wait it out till its all sorted out by forces to be....

Here is my last week results :

Last week UP .41%

YTD         UP 38.21%

Here is my weighting based on 85% exposure :

SHOP       26.03%

GOOG      23.37%

AAPL       21.02%

AMD        17.10%

CRCL         7.90%

SLVU         4.58%

BLOG does NOT give buy or sell.

Saleem

Sold LULU.NE @ $7.59.....

 Sold LULU.NE @ $7.59 in Toronto...

BLOG does NOT give buy or sell.

Saleem

Added 150% LULU.NE @ $8.86.....

 Added 150% LULU.NE @ $8.86 in Toronto....

BLOG does NOT give buy or sell.

Saleem

Sold SMCI.NE @ $13.32 in Toronto....

 Sold SMCI.NE in Toronto @ $13.32.....

BLOG does NOT give buy or sell.

Saleem