Position Trades

Position Trades

My July 2026 Portfolio Update: Rotating Into $AMZN

Jul 31, 2026

Position Trades

Why I Own $META After the AI Capex Reset

Jul 1, 2026

Position Trades

Why I Own $PLTR After the 2026 AI Software Pullback

Jul 1, 2026

Position Trades

Why I Still Own $SOFI After the 2026 Fintech Pullback

Jul 1, 2026

Position Trades

Why I Own $CNSWF After the Constellation Pullback

Jun 30, 2026

Position Trades

Why I Still Own $ORCL After the AI Cloud Pullback

Jun 30, 2026

Position Trades

Why I Am Trimming $HOOD Into Strength

Jun 30, 2026

Position Trades

Why I'm Still Holding $BE After the 2026 AI Power Run

Jun 23, 2026

Position Trades

Why I Own $AMZN as the 2026 AI Infrastructure Stock

Jun 22, 2026

Position Trades

Why I Own UNH After the Trust Reset

Jun 15, 2026