$AMD is now a large portion of my portfolio. I like the risk reward here.

$MELI Up big after hours 💪 My #2 stock

Interesting to see $S Sentinelone up after hours while $CRWD is down after earnings. Maybe the street is realizing $S is trading at a much lower EV/NTM valuation with similar growth metrics. And $S has the tailwind of potentially gaining market share from $CRWD

$S SentinelOne's chart looks ominous ahead of earnings if the $18 level fails. However, after the recent drawdown it looks even more attractive. After trimming in the mid 20's I have added more shares the past few days. $CRWD $PANW $ZS #CyberSecurity

$RDDT seems like a good opportunity here after dropping almost 50% from peak

I don't think people realize the significance of a 104% tariff on our top trading partner.

Buying $UNH here

Bought a few SPY puts for tomorrow’s CPI in case it is hotter than expected. Alot of businesses increased pricing in May.

$RDDT is now my #2 position after rising over 76% for me in a few months. Not trimming since this will be a longterm hold. Added more $AMZN which is currently my #1 position. Their backlog in AWS means the biz is strong.

What a day for my top two stocks $AMZN +3.60% $RDDT +5.78%

$CRM looks good at $234 right now

$RDDT is now my #1 stock. up 118% in just a few months 🤯

Glad I sold all my $HIMS so far. I have been buying $FOUR $FTNT $GTLB

And I am back to green on $UNH. Was down 4k at one point, now up 2k. Still holding it.

Trimmed some $UNH Bought $NU $CFLT and more $FTNT plus a $MSTR call and a $RDDt put to hedge.

$AMZN avoided the 13MA/BC bearish cross with a nice 3% move at the 50MA. Short term trend is still up. This should be able to test the previous highs of $242.52 soon.