Jun. 27 at 4:25 PM
Top 100 (22.67% cash, took profits in
$COIN, added
$META for another push, added a smidge more
$KTOS, took profit in
$POWL yet again): MELI ISRG GEV (ath) NOW VRTX GOOGL ASML META (back in) TTWO IWM (time to shave and redistribute this $) 11-20) NVDA (ath) ARGX REGN TGTX AMZN TT (
$1.18 from ath) COHR VRT PWR (ath) VRNA 21-30) HWM (ath) CVLT PRCT (not doing much) SPXC HOOD CEG SE MNDY ASTS MOD 31-40) MDGL GLD ANET FN JPM SMH CRM DDOG RBRK PGR 41-50) TOST GE (ath) LNTH AIT SHOP TSM (ath) HON FTNT GH BAESY 51-60) TEM VST IVE GRAL QS CRAI KTOS (added smidge more, 18 cents from ath) ALAB RYTM RKLB (added smidge, ath) 61-70) UBER TKO ARES XOVR NTRA ZVIA CAH (ath) KD SEZL (ath) ARM 71-80) OSCR NBIS ONON CLS (ath) MIDD RYCEY (52 week high) APO BWXT MTSI PLTR 81-90) LB (sold 1/3) DRS KKR CWAN TMDX LMND EUAD (ath) ROOT BYRN TWLO 91-100) ESAB CPNG (grew, 52 week high) FTAI MRX BLDR SKWD NUKZ (ath) PSTG GILD BRO Bubble: ERJ IGV XOM AXSM ONTO INOD FOUR MMYT APH (ath) LRCX VIST AZZ MMSI CRDO (ath)
