This is a paper-trading experiment: $50,000 in simulated capital, no real brokerage, no real money on the line. Every weekday morning before the market opens, an AI reviews the prior day's closing prices across a maintained watchlist — deep coverage across the AI stack (semiconductors, hyperscalers, security, SaaS) plus a broad non-tech base — and decides whatever trades — if any — the data actually supports. Everything below is real market data and real reasoning, just play money behind it.
Meta, Amazon, Nvidia, Google, OpenAI, SpaceX — the new FAANG, and where the name Mangos comes from. SpaceX went public in 2026 (NASDAQ: SPCX); OpenAI hasn't yet — and neither has Anthropic, which just missed the acronym but belongs in the conversation.
| Symbol | Shares | Avg Cost | Last | Market Value | P/L |
|---|---|---|---|---|---|
| OKTA | 15.3233 | $163.15 | $208.52 | $3,195.21 | +$695.22 (+27.81%) |
| LLY | 1.8061 | $1,183.46 | $1,251.61 | $2,260.53 | +$123.09 (+5.76%) |
| MSFT | 3.9572 | $505.41 | $539.44 | $2,134.67 | +$134.66 (+6.73%) |
| PLTR | 10.5241 | $190.04 | $200.50 | $2,110.08 | +$110.08 (+5.50%) |
| TSM | 4.7639 | $443.33 | $422.25 | $2,011.56 | -$100.44 (-4.76%) |
| TXN | 7.1924 | $278.07 | $279.12 | $2,007.54 | +$7.55 (+0.38%) |
| GOOGL | 5.7369 | $348.62 | $349.22 | $2,003.44 | +$3.44 (+0.17%) |
| ESTC | 19.9929 | $85.03 | $97.24 | $1,944.11 | +$244.11 (+14.36%) |
| APH | 23.6351 | $84.62 | $81.49 | $1,926.02 | -$73.98 (-3.70%) |
| KLAC | 9.6149 | $187.86 | $174.46 | $1,677.42 | -$128.84 (-7.13%) |
| ANET | 8.8772 | $203.47 | $185.58 | $1,647.43 | -$158.81 (-8.79%) |
| CRDO | 9.2170 | $195.97 | $178.50 | $1,645.23 | -$161.02 (-8.91%) |
| ALAB | 5.2762 | $303.25 | $301.98 | $1,593.31 | -$6.70 (-0.42%) |
| NVDA | 7.0366 | $227.38 | $217.23 | $1,528.56 | -$71.42 (-4.46%) |
| FIX | 1.0252 | $1,658.30 | $1,481.27 | $1,518.60 | -$181.49 (-10.68%) |
| DELL | 3.0984 | $516.39 | $473.39 | $1,466.75 | -$133.23 (-8.33%) |
| AMAT | 3.2627 | $500.16 | $430.01 | $1,402.99 | -$228.88 (-14.03%) |
| XLE | 20.7504 | $64.77 | $66.56 | $1,381.15 | +$37.14 (+2.76%) |
| MU | 1.2343 | $1,020.75 | $931.24 | $1,149.43 | -$110.49 (-8.77%) |
| CRM | 4.5989 | $258.11 | $246.74 | $1,134.73 | -$52.29 (-4.41%) |
| SIMO | 4.0511 | $277.70 | $218.39 | $884.72 | -$240.27 (-21.36%) |
| BE | 3.3716 | $277.22 | $236.30 | $796.71 | -$137.97 (-14.76%) |
| NEM | 5.4913 | $122.63 | $115.79 | $635.84 | -$37.56 (-5.58%) |
| VST | 3.5689 | $166.72 | $154.17 | $550.22 | -$44.79 (-7.53%) |
| Date | Action | Symbol | Shares | Price | Total | Cash After | Reason |
|---|---|---|---|---|---|---|---|
| 2026-10-15 | SELL | AMAT | 0.5758 | $446.63 | $257.17 | $10,100.67 | Trimmed ~15% more of AMAT as RSI crossed cleanly below the 55 floor (78.5->77.1->71.9->57.2->51.3), extending the breakdown flagged in the last two trims; position now -10.7% vs the $500.16 avg cost, continuing to de-risk the cooling semicap-equipment name. |
| 2026-10-15 | SELL | ESTC | 3.5282 | $92.06 | $324.81 | $9,843.50 | Trimmed ~15% of ESTC as RSI broke below the 55 momentum floor for the first time (64.8->69.6->61.4->58.1->52.4), a clean multi-session rollover rather than a single-day dip; position still +8% vs the $85.03 avg cost, banking some gain while keeping the core. |
| 2026-10-15 | SELL | VST | 0.6298 | $151.79 | $95.60 | $9,518.69 | Trimmed ~15% of VST on its first clean break below the 55 RSI floor since opening (61.4->65.5->61.1->64.3->52.5), confirming a fresh rollover; position -9% vs the $166.72 avg cost, de-risking while power-demand thesis stays intact. |
| 2026-10-15 | SELL | ANET | 1.5666 | $195.42 | $306.14 | $9,423.09 | Trimmed ~15% more of ANET as RSI extended its breakdown for a second straight session (57.3->51.2->41.9), now clearly below the 55 momentum floor rather than a one-day wobble; position roughly flat vs the $203.47 avg cost, de-risking further into the broad AI-semi rotation while keeping the core. |
| 2026-10-15 | SELL | FN | 1.4057 | $392.95 | $552.37 | $9,116.95 | Closing the residual FN position as RSI(14) completely collapsed (80.3->46.4 over 5 sessions), now 21% below the $497.99 avg cost with no stabilizing signal since the Oct 8 breakout fully reversed; cutting the dead weight rather than holding into further AI-networking-sector softness. |
| 2026-10-14 | SELL | CRDO | 1.6265 | $198.31 | $322.55 | $8,564.58 | RSI(14) extended its breakdown for a second straight session (53.86->52.05), continuing the rollover first flagged last night; position +1.2% vs the $195.97 avg cost, trimming another ~15% while keeping the core on still-strong fundamentals (+53.7% fwd growth). |
| 2026-10-14 | SELL | KLAC | 1.6967 | $184.00 | $312.19 | $8,242.03 | RSI(14) extended its breakdown for a second straight session (52.2->45.86), continuing the rollover first flagged last night; position roughly flat vs the $187.86 avg cost, trimming another ~15% while keeping the core on elite fundamentals (ROE 87.5%). |
| 2026-10-14 | SELL | AMAT | 0.9596 | $464.24 | $445.48 | $7,929.84 | RSI(14) cracked sharply in one session (60.8->46.56) after a multi-day cooldown from an extreme 90.9 overbought peak; position now -7.2% vs the $500.16 avg cost, trimming 20% on the confirmed momentum breakdown while fundamentals (ROE 41%, +44.5% fwd growth) remain intact. |
| 2026-10-14 | SELL | ANET | 1.8430 | $204.52 | $376.93 | $7,484.36 | RSI(14) broke below the 55 momentum floor for the first time this cycle (57.32->51.21), a fresh rollover after holding above it the prior two nights; position roughly flat vs the $203.47 avg cost, trimming ~15% while keeping the core on still-solid fundamentals (ROE 31.5%, +26.7% fwd growth). |
| 2026-10-13 | SELL | FIX | 0.1809 | $1,638.05 | $296.32 | $7,107.43 | RSI(14) broke down a second leg (61.1->51.5 today) after a brief bounce, crossing below the momentum floor on this AI-datacenter-buildout name; modest trim, keeping the core on still-strong fundamentals (ROE 55.3%, +22.8% fwd growth). |
| 2026-10-13 | SELL | CRDO | 1.9136 | $200.84 | $384.33 | $6,811.11 | RSI(14) broke below the 55 floor (77.3->53.9 over 5 sessions), same AI-semi cooldown pattern as KLAC/TSM/NVDA; position +2.5% vs the $195.97 avg cost, trimming modestly while keeping the core. |
| 2026-10-13 | SELL | KLAC | 1.9962 | $190.12 | $379.52 | $6,426.78 | RSI(14) broke below the 55 momentum floor for the first time (77.6->52.2 over 5 sessions); position only +1.2% vs the $187.86 avg cost so taking a modest trim on the confirmed rollover, keeping the core on still-elite fundamentals (ROE 87.5%). |
| 2026-10-13 | SELL | BE | 0.8429 | $262.28 | $221.08 | $6,047.26 | RSI(14) broke down to 45.9 (58.0->45.9 over 5 sessions), confirming the rollover flagged when first trimmed on 9/10; position now -5.4% vs the $277.22 avg cost, de-risking further into continued weakness. |
| 2026-10-13 | SELL | NVDA | 1.7592 | $226.32 | $398.14 | $5,826.18 | RSI(14) rolled over 5 straight sessions (84.0->46.4), same broad semi-cooldown hitting TSM/KLAC/CRDO; position flat vs the $227.38 avg cost, extending last nights trim on pure momentum deterioration. |
| 2026-10-13 | SELL | TSM | 1.1910 | $444.35 | $529.22 | $5,428.04 | RSI(14) rolled over 5 straight sessions (88.0->45.7), confirming the AI-semi cooldown continuing from last nights trim; position roughly flat vs the $443.33 avg cost, trimming further while fundamentals (ROE 40%, +29.5% fwd growth) stay intact. |
| 2026-10-12 | SELL | CAT | 0.9729 | $800.47 | $778.78 | $4,898.82 | Closing the residual CAT position after a 3rd straight RSI breakdown session (77.6->45.6) and no recovery since the confirmed Truist PT cut ($1225->$1100) on AI-capex-durability concerns; position now -7.3% vs the $863.44 avg cost with no stabilizing signal, exiting rather than holding dead weight. |
| 2026-10-12 | SELL | NVDA | 2.1990 | $229.28 | $504.19 | $4,120.04 | Trimmed ~20% of NVDA as RSI rolled over 4 straight sessions (84.0->52.8) on a -2% 5-day slide, matching the same broad AI-semi cooldown hitting TSM/KLAC/AMAT/ALAB; fundamentals (ROE 117%, +71% fwd growth) unchanged, purely a momentum-timing trim. |
| 2026-10-12 | SELL | TSM | 1.4887 | $453.31 | $674.84 | $3,615.85 | Trimmed ~20% of TSM after RSI declined 4 straight sessions (88.0->54.7) on a -4.12% 5-day slide, losing the momentum footing despite still-elite fundamentals (ROE 40%, +31% fwd growth); still +2% vs avg cost, taking some off the table. |
| 2026-10-12 | SELL | ALAB | 1.3190 | $342.21 | $451.37 | $2,941.01 | Trimmed ~20% more of ALAB as RSI broke down a second straight session (85.7->50.5 over 3 sessions) on a -2.32% 5-day slide; still +12.8% vs avg cost so banking more gain while fundamentals (ROE 25.8%, +58.6% fwd growth) remain intact - timing trim only. |
| 2026-10-12 | SELL | MU | 0.4115 | $1,029.00 | $423.43 | $2,489.64 | Trimmed ~25% more of MU as RSI kept rolling over (68.2->47.6 over 4 sessions) on a further -4.27% 5-day slide; fundamentals still excellent (ROE 88%, +17% fwd growth) so this is a pure momentum/timing trim, consistent with the four prior cuts this month on the same pricing-momentum-cracking pattern. |
| 2026-10-09 | SELL | MU | 0.4115 | $1,035.84 | $426.25 | $2,066.21 | Trimmed ~20% more of MU as RSI rolled over again (74.9->53.0 over 5 sessions) on a -4.8% single-session drop to $1035.84, roughly flat vs the $1020.75 avg cost; reports of intensifying Chinese memory competition (CXMT IPO plans) and cloud buyers hedging against falling memory prices fit the same pricing-momentum-cracking pattern behind the three prior MU trims this month. |
| 2026-10-09 | SELL | SIMO | 1.0128 | $261.89 | $265.24 | $1,639.96 | Trimmed ~20% more of SIMO after the sharpest RSI breakdown in the portfolio (77.5->43.0 in one session) on a -8.4% drop; position now ~5.7% below the $277.70 avg cost. No fresh company-specific news found - fits the same broad memory/semiconductor rotation hitting MU, not isolated bad news - de-risking a name already trimmed three times rather than riding a second leg down. |
| 2026-10-09 | SELL | ALAB | 1.6488 | $347.05 | $572.22 | $1,374.72 | Trimmed ~20% of ALAB after the sharpest single-day drop in the book (-9.2%, $382->$347) amid a broad AI-semiconductor rotation hitting TSM/NVDA/KLAC/CRDO/APH together the same session; RSI broke 85->62 off an extended run. Position still +14.5% vs $303.25 avg cost, banking some gain, staying net long the core. |
| 2026-10-09 | SELL | CAT | 0.4169 | $796.18 | $331.93 | $802.50 | Trimmed ~30% of the one-day-old CAT starter after Truist cut its PT from $1225 to $1100 (kept Buy) citing durability concerns on power-gen/data-center/AI capex spend plus high rates and rising diesel costs; RSI broke 77.6->46.6 over 2 sessions and price is now 7.8% below the $863.44 entry. Keeping a smaller core stake into the Oct 29 earnings catalyst. |
| 2026-10-09 | SELL | STX | 0.4402 | $774.83 | $341.08 | $470.57 | Closed out the STX residual after a 4th straight breakdown session - RSI cracked to 39.2 from 56.1 over 5 sessions, price down to $774.83, now ~18% below the $945.57 avg cost. HDD-oversupply thesis (Toshiba capacity doubling) that triggered the first three trims has only deepened; exiting the sub-$350 token position rather than holding dead weight. |
| 2026-10-08 | BUY | VST | 4.1987 | $166.72 | $700.01 | $129.49 | New starter: GQM clear (ROE 43.0%, fwd EPS growth 18.6%). RSI snapped from oversold 33.6 to 78.6 over 5 sessions (price +20% in 3 sessions) as AI-datacenter power-demand thesis reasserts; Q2 adj. EBITDA +30% YoY with full-year guidance reaffirmed. |
| 2026-10-08 | BUY | FN | 1.4057 | $497.99 | $700.02 | $829.50 | New starter: GQM clear (ROE 21.3%, fwd EPS growth 19.7%). RSI accelerating 61->77->86 over 5 sessions on record fiscal Q3 (+39.3% YoY revenue, record $628M telecom/optical segment) - AI-networking-driven breakout, not a single-day spike. |
| 2026-10-08 | SELL | TXN | 1.7981 | $288.98 | $519.61 | $1,529.52 | Trimmed ~20% after a sharp -2.8% single-session drop (297.23->288.98) broke the RSI uptrend (87.5->78.3) off an extended overbought run. Banking part of the +3.9% gain, keeping the core position. |
| 2026-10-08 | SELL | AMAT | 1.2000 | $520.65 | $624.78 | $1,009.91 | Trimmed ~20% after RSI rolled over 3 straight sessions (95.1->90.9->84.9) from extreme overbought, price pulling back from $542 peak to $520.65. Taking partial profit on the +4% gain, staying net long the rest. |
| 2026-10-07 | BUY | CAT | 1.3898 | $863.44 | $1,200.01 | $385.13 | New starter: clears GQM gate cleanly (ROE 57.0%, +19.2% analyst 1y forward EPS growth), RSI(14) climbed steadily 52.68->73.72->74.52->77.61 over 4 sessions, not a single-day spike. Fresh catalyst - new global framework with Atlas Energy Solutions covering ~1.4GW of power-generation assets tied to AI data-center builds, plus expanded autonomous Cat 775 haul-truck deployments; diversifies away from the semiconductor-heavy book into AI-infra-adjacent industrials. |
| 2026-10-07 | SELL | STX | 0.2400 | $805.63 | $193.35 | $1,585.14 | Trimmed STX further after a second failed bounce - round-tripped from $945.57 peak (10/1) to $848.99 (10/2), bounced to $887.09 (10/5), then broke down again to $805.63 today (-9.2% single session) with RSI cracking 65.99->52.61; same HDD-oversupply/high-valuation risk (66x earnings, +200%+ YTD) flagged on prior trims, now confirmed by a second breakdown leg. |
| 2026-10-05 | BUY | TSM | 1.6921 | $472.78 | $799.99 | $1,391.79 | Added to TSM: clears GQM gate clean (ROE 40%, fwd EPS growth 29.5%) and RSI climbed steadily 62.4->70.4 over 5 sessions with no single-day spike, confirming sustained momentum. |
| 2026-10-05 | SELL | LLY | 0.3063 | $1,142.85 | $350.05 | $2,191.78 | Modest trim as RSI fell steadily 62->45 over 5 straight sessions (shares down 6.7% on the month) with Oct 29 earnings ahead and consensus revenue below last quarter; keeping most of the position since analyst target still implies upside. |
| 2026-10-05 | SELL | STX | 0.5889 | $848.99 | $499.97 | $1,841.73 | Trimmed on sector oversupply shock (Toshiba doubling HDD capacity) plus RSI breaking down 59.7->47 in one session; was already flagged as high valuation risk at +209% YTD/66x earnings when opened. |
| 2026-10-02 | SELL | XLE | 8.8930 | $62.70 | $557.59 | $1,341.76 | Trimmed ~30% of XLE on confirmed downtrend: RSI(14) choppy and weak (40->30->38 over 5 sessions) while EIA/ABN AMRO forecast Brent sliding toward $50-52/bbl through 2026 on a widening supply glut and XLE carries a sector-wide Sell outlook for 2026; cutting upstream-oil-linked exposure. |
| 2026-10-02 | SELL | NEM | 2.3534 | $114.67 | $269.86 | $784.17 | Trimmed ~30% of NEM on deteriorating momentum: RSI(14) fell steadily from 37.9 to 30.0 over the last 5 sessions as gold pulled back from Januarys $5,500 high toward the $4,450 range on easing Iran-war tension; cutting exposure ahead of Oct 22 earnings while the position is already underwater vs cost basis. |
| 2026-10-02 | BUY | AMAT | 1.8893 | $529.30 | $1,000.01 | $514.31 | Added to existing AMAT position: RSI(14) rose 60->73 over 5 sessions on semicap equipment strength, fwd EPS growth 44.3% and ROE 41% clear the GQM bar comfortably, position stays well under 25% portfolio cap. |
| 2026-10-02 | BUY | STX | 1.2691 | $945.57 | $1,200.02 | $1,514.32 | New position, sized smaller for valuation risk: RSI(14) rose 59->70 over 5 sessions, fwd EPS growth 54.8% and ROE well above the 20% bar on surging AI-datacenter HAMR drive demand, but stock already +209% YTD and trades at 66x earnings so keeping it under 3% of portfolio. |
| 2026-10-02 | BUY | PLTR | 10.5241 | $190.04 | $2,000.00 | $2,714.34 | New position: RSI(14) climbed 69->82 over 5 sessions (no single-day spike), fwd EPS growth 44.7% and ROE 38% clear the GQM bar, and Q3 revenue grew 92.8% YoY with guidance raised to $8.15-8.16B FY26 ahead of Nov 2 earnings. |
| 2026-09-30 | BUY | GOOGL | 5.7369 | $348.62 | $2,000.00 | $4,714.34 | New $2000 starter: clears growth/quality/momentum bar (ROE 48.7%, +27.6% analyst 1y forward EPS growth, RSI 61.55 rising cleanly 5 straight sessions from 49.92). Fresh catalysts - cloud revenue +82% YoY with backlog jumping $50B sequentially to $514B, Gemini 4 launch confirmed imminent 9/23; EU regulatory fine (€403M) is immaterial noise against the AI-driven bull case. |
| 2026-09-29 | BUY | APH | 23.6351 | $84.62 | $2,000.00 | $6,714.34 | New $2000 starter: clears growth/quality/momentum bar (ROE 38.1%, +22.9% analyst 1y forward EPS growth, RSI 60.07 climbing steadily over 6 sessions, not a spike). Confirmed fresh catalysts - Bernstein initiated Outperform coverage 9/23, record Q2 sales/earnings, 2-for-1 split completed 9/3 plus a fresh dividend declaration signaling management confidence. |
| 2026-09-29 | BUY | FIX | 1.2061 | $1,658.30 | $2,000.08 | $8,714.34 | New $2000 starter: clears growth/quality/momentum bar (ROE 55.3%, +22.8% analyst 1y forward EPS growth, RSI 61.12 climbing steadily over 5 sessions, not a spike). Zacks Rank #1 Strong Buy with next-quarter EPS forecast +50.55% YoY off strong Q2 results; mechanical/electrical AI-datacenter buildout demand is the core thesis. |
| 2026-09-29 | BUY | AMAT | 4.1088 | $486.76 | $2,000.00 | $10,714.42 | New $2000 starter: clears growth/quality/momentum bar (ROE 41.1%, +44.3% analyst 1y forward EPS growth, RSI 58.49 climbing steadily 51.71->58.49 over 6 sessions, not a spike). Confirmed fresh catalysts - record Q3 revenue +25% YoY, raised Q4 guide to ~$10.25B, $5B India semiconductor R&D investment, 2026 Semi Systems growth outlook raised to >30%; Strong Buy consensus, $640.89 PT vs $485 spot (~32% upside). |
| 2026-09-29 | SELL | NEM | 5.0000 | $116.05 | $580.25 | $12,714.42 | Trimmed ~39% of residual NEM position as RSI cratered a 4th straight session (52.16->36.87), confirmed by a fresh acceleration in the gold selloff - spot gold fell below $4200 intraday (-4.45% same-day) on hawkish Fed signals and rising Treasury yields. Real fundamental deterioration, not noise; keeping a small residual stake. |
| 2026-09-28 | BUY | LLY | 2.1124 | $1,183.46 | $2,499.94 | $12,134.17 | New $2500 starter: clears growth/quality/momentum bar (ROE 102%, +28.6% analyst 1y forward EPS growth, RSI recovering 46.3->61.8 over 5 sessions off a genuine dip, not mechanical). Confirmed fresh catalysts - FDA approved once-weekly Onswik insulin 9/24 and Inluriyo for ER+ breast cancer 9/18, on top of 48% Q2 revenue growth from Mounjaro/Zepbound; Buy consensus $1332.79 PT vs $1183 spot (~13% upside). |
| 2026-09-28 | BUY | TXN | 8.9905 | $278.07 | $2,499.99 | $14,634.11 | New $2500 starter: clears growth/quality/momentum bar (ROE 35.2%, +25.4% analyst 1y forward EPS growth, RSI 69.5 rising over 5 sessions, not a single-day spike). Confirmed fresh catalysts - 7% dividend increase (23rd consecutive year) and shares breaking through the $275-279 resistance zone on AI/data-center demand strength; Buy consensus (20 buy/2 sell). |
| 2026-09-25 | BUY | CRDO | 12.7571 | $195.97 | $2,500.01 | $17,134.10 | New $2500 starter: clears growth/quality/momentum bar (ROE 30.7%, +53.9% analyst 1y forward EPS growth, RSI 70.3 rising off a Sept-1 record Q1 beat, rev +114.7% YoY). Confirmed fresh catalyst - 1.6T optical tech showcase at ECOC 2026 (Sept 21-23) drove a further 16.5% 5-session rally; BofA/Mizuho trimmed PTs to $275/$245 but maintain Buy/Outperform, both still well above the $196 spot. |
| 2026-09-25 | SELL | DELL | 0.7746 | $536.02 | $415.20 | $19,634.11 | Trimmed 20% of DELL after UBS cut its 2027 PC outlook citing memory-cost inflation squeezing hardware margins, confirmed by an 8.9% 5-session slide and RSI rolling over from 68.2 to 53.7; still holding the core position since AI-server backlog/guidance remain strong (FY27 rev guide raised to $192B). |
| 2026-09-24 | BUY | KLAC | 13.3078 | $187.86 | $2,500.00 | $19,218.91 | New $2500 starter: clears growth/quality/momentum bar (ROE 87.5%, +22.9% analyst 1y forward EPS growth, RSI 56.25 just crossed threshold rising sharply from 36.67 five sessions ago). Confirmed fresh catalyst - record revenue/profitability beat guidance on AI and advanced-packaging demand, robust 2026/2027 outlook per multiple September analyst notes, Buy consensus with $233.77 avg PT vs $187.86 spot (~24% upside). |
| 2026-09-24 | BUY | ANET | 12.2868 | $203.47 | $2,500.00 | $21,718.91 | New $2500 starter: clears growth/quality/momentum bar (ROE 31.5%, +26.2% analyst 1y forward EPS growth, RSI 58.1 rising steadily from 54.62). Confirmed fresh catalyst - added to the S&P 100 at the open on 9/21, +5.7% over the trailing month vs +0.1% for the S&P 500, Strong Buy consensus (31 analysts) with $241.93 avg PT vs $203.47 spot (~19% upside). |
| 2026-09-24 | SELL | XLE | 7.4108 | $62.37 | $462.21 | $24,218.91 | Trimmed ~20% of XLE as RSI broke down further (60.19->48.33) on confirmed continued oil weakness: Brent fluctuating around $90-102 after five straight losing sessions, Saudi Arabia prepping to restart East-West pipeline exports bypassing Hormuz, and US-Iran talks progressing toward de-escalation, all easing the geopolitical risk premium that drove the position higher initially. |
| 2026-09-22 | BUY | NVDA | 10.9948 | $227.38 | $2,500.00 | $23,756.70 | New $2500 starter: clears growth/quality/momentum bar cleanly (ROE 117%, +68.5% analyst 1y forward EPS growth, RSI 62.3 rising steadily 5 straight sessions, not a single-day pop). Real catalyst behind the move: Metas new Muse AI agent topping App Store charts reignited AI-compute demand optimism, driving a broad chip-sector rally (PHLX Semi +3%) plus a Trump-Xi state dinner this week fueling AI-trade sentiment. Elite fundamentals at a name we did not already hold. |
| 2026-09-22 | SELL | XLE | 9.2635 | $62.46 | $578.60 | $26,256.70 | Trimmed ~20% of XLE as RSI broke down today (54.3->44.6) on a confirmed macro catalyst, not noise: WTI crude fell 5.4% today alone and is down ~10% from its 9/15 peak on hopes of Iran diplomatic progress lowering the geopolitical risk premium. Sector-wide (CVX, XOM both off >2% today), so de-risking the energy sleeve rather than riding a real oil-price headwind. |
| 2026-09-22 | SELL | CRM | 1.1497 | $236.42 | $271.81 | $25,678.10 | Trimmed ~20% of CRM as the 5-session RSI slide (71.7->58.4) is now backed by real negative catalysts: a major global Salesforce outage on 9/16 hitting hundreds of instances worldwide, plus Dreamforce-week guidance that maintained but did not raise the FY30 target, disappointing bulls. Position now sits ~8% below avg cost; keeping the bulk since analyst consensus (Buy, $300 PT) and core growth thesis are intact. |
| 2026-09-21 | BUY | TSM | 5.7515 | $434.67 | $2,500.00 | $25,406.29 | New $2500 starter: clears growth/quality/momentum bar (ROE 40.0%, +29.5% analyst 1y forward EPS growth, RSI 58.1 rising 3 straight sessions off a dip). Aug revenue +53% YoY on AI-chip demand, raised equipment capex plans 1.9x prior estimate, Strong Buy consensus (15/18 analysts) with PTs up to $530 vs $435 spot, still ~14% off its 52wk high. |
| 2026-09-21 | BUY | ALAB | 8.2440 | $303.25 | $2,499.99 | $27,906.29 | New $2500 starter: clears growth/quality/momentum bar (ROE 25.8%, +58.6% analyst 1y forward EPS growth, RSI just crossed 55 rising 4 of last 5 sessions off a pullback from $320+ highs). Record Q2 rev +104% YoY on AI-fabric demand, Q3 guide implies 40% sequential growth, 19 analysts Buy/0 Sell, $390 avg PT vs $303 spot. |
| 2026-09-17 | BUY | ESTC | 23.5211 | $85.03 | $2,000.00 | $30,406.28 | New $2000 starter in ESTC: clears the growth/quality/momentum bar (ROE 33.1%, +17.7% analyst 1y forward EPS growth, RSI just crossed 55 and rising 4 straight sessions from 47.76). Average 1y price target was just revised up 32% to $110.86 vs $85.03 spot (~30% upside); noted CTO/CLO insider stock sales this month as a mild caution but not disqualifying against the fundamentals. |
| 2026-09-17 | SELL | SIMO | 1.6880 | $241.14 | $407.04 | $32,406.28 | Trimmed ~25% of SIMO as RSI cleanly broke the momentum threshold (55.54->43.36 over 5 sessions) continuing the rollover flagged two nights ago; no fresh company-specific bad news but analysts remain split on rich valuation after the 151% YTD run, and position is now ~13% below avg cost - de-risking further while keeping a residual stake on the still-strong NAND-controller fundamentals. |
| 2026-09-17 | SELL | NEM | 4.2800 | $121.76 | $521.13 | $31,999.24 | Trimmed ~25% of NEM as RSI kept cratering (47.96->35.37 over 5 sessions), confirming the breakdown flagged two nights ago; Newmont guidance still points to rising AISC (~$1680/oz in 2026), a real cost headwind, and the position is roughly flat vs avg cost so trimming into weakness rather than riding it further. |
| 2026-09-17 | SELL | MSFT | 0.9893 | $490.30 | $485.05 | $31,478.11 | Trimmed ~20% of MSFT one session after opening as RSI rolled over hard (60.23->46.79) on confirmed negative news (M365 users reportedly shifting to Google Workspace amid AI-capex/competitive concerns); keeping the core position since the Azure +43% YoY growth thesis is intact, just de-risking size on the fresh headline. |
| 2026-09-15 | BUY | MSFT | 4.9465 | $505.41 | $2,500.01 | $30,993.06 | New $2500 starter in MSFT: clears the growth/quality/momentum bar (ROE 34.0%, +19.4% analyst 1y forward EPS growth, RSI 60.2 rising for 4 straight sessions off a 54.4 dip) on a confirmed fresh catalyst - fiscal Q4 beat with Azure +43% YoY crossing $100B annualized revenue drove the recent leg up. Buying on the pullback/re-acceleration off the dip rather than chasing the initial post-earnings spike; Strong Buy consensus, ~$590 PT vs $505 spot (~17% upside). |
| 2026-09-15 | SELL | SIMO | 2.2506 | $236.81 | $532.96 | $33,493.07 | Trimmed ~25% of SIMO as RSI rolled over 57.33->48.27 on a -7.57% 5-session pullback, losing the momentum footing it was bought on; no company-specific bad news found, but press is flagging rich valuation (66.6x P/E, 9.3x sales) after a 151% YTD run, consistent with the broader memory-sector selloff hitting MU too. Fundamentals still strong (ROE 31.6%, guiding up to 124% YoY revenue growth) so kept the bulk of the position, just de-risking the size. |
| 2026-09-15 | SELL | NEM | 7.3391 | $123.07 | $903.22 | $32,960.11 | Trimmed ~30% of NEM after RSI cratered 62.57->38.13 on a -3.92% 5-session slide, breaking the uptrend; confirmed real fundamental headwinds - gold price retreat plus Newmont guiding to higher unit costs and lower 2026 attributable production (~5.3Moz) from Nevada Gold Mines/Pueblo Viejo transitions. Position was basically flat vs cost, so locking in the trim rather than riding the fundamental deterioration. |
| 2026-09-15 | SELL | MU | 0.8817 | $924.03 | $814.72 | $32,056.89 | Trimmed ~30% of MU as RSI kept rolling over (60.3->52.16, below the momentum threshold) on a -9.1% 5-session slide; confirmed real headline risk (DRAM/NAND price-fixing antitrust suit vs Micron/Samsung/SK Hynix plus broad chip-sector selloff) compounding the pricing-moderation crack flagged last run. Keeping a smaller core stake into the 9/30 earnings catalyst given still-elite fundamentals (ROE 66.6%, +112% forward growth). |
| 2026-09-14 | SELL | MU | 0.9797 | $975.26 | $955.46 | $31,242.17 | Trimmed ~25% of MU after RSI rolled over from 56.4 to 49.4 and Micron management flagged a meaningful moderation in the rate of DRAM/NAND price increases for fiscal Q4 - the exact pricing-momentum story the position was built on is now showing real cracks. Price has pulled back from a $1027.77 peak (9/9) to $975.26, putting the position slightly below its $1020.75 avg cost; keeping the core stake into the 9/30 earnings catalyst since fundamentals (ROE 66.6%, +112% forward growth) remain excellent. |
| 2026-09-11 | SELL | DELL | 0.9683 | $506.62 | $490.56 | $30,286.71 | Trimmed ~20% of DELL after Morgan Stanley double-downgraded on rising memory input costs squeezing server margins; RSI rolled over from 72.7 to 50.82 on todays -5.35% drop, the sharpest single-day move in the portfolio. Demand still supply-constrained per mgmt, so holding the core position, just reducing size into the margin-compression concern. |
| 2026-09-10 | BUY | MU | 1.4595 | $1,027.77 | $1,500.03 | $29,796.15 | Added $1500 to MU: screens cleanly on all three factors (ROE 66.6%, +111% forward EPS growth, RSI 64.5 rising) as the DRAM/NAND shortage keeps compounding - sizing up the existing position while momentum confirms the fundamentals. |
| 2026-09-10 | BUY | SIMO | 9.0025 | $277.70 | $2,499.99 | $31,296.18 | New $2500 starter in SIMO: clears the growth/quality/momentum bar (ROE 31.6%, +42.5% analyst 1y EPS growth, RSI 62.9 and rising) on real NAND-controller demand strength - Strong Buy consensus, $369.7 PT vs $277.70 spot (~33% upside), fits the same memory-shortage theme as our MU position. |
| 2026-09-10 | SELL | CRM | 2.0000 | $244.16 | $488.32 | $33,796.17 | Trimmed ~26% of CRM as RSI rolled over from 71 with a -5.4% 5-day pullback; confirmed via news a genuine software-sector de-rating on slowing growth/AI-monetization doubts, not just noise - reducing exposure, still holding a core stake. |
| 2026-09-10 | SELL | BE | 3.0000 | $269.28 | $807.84 | $33,307.85 | Trimmed ~42% of BE after RSI hit 77.8 on the +26% 5-session run; todays -2.86% reversal plus a fresh securities class-action suit (lead-plaintiff deadline 9/28) are the first real cracks - locking in the trade ahead of the 9/21 S&P inclusion event, still net long into it. |
| 2026-09-09 | BUY | BE | 7.2145 | $277.22 | $2,000.00 | $32,500.01 | S&P 500 inclusion confirmed for 9/21 (first energy co added since 2022) plus Q2 beat with raised FY guidance and a UBS PT hike to $325 - real fresh catalysts. Sizing small (~4% of portfolio) since stock already +34% in 5 sessions and +214% YTD, most of the good news likely priced in. |
| 2026-09-08 | BUY | MU | 2.4592 | $1,016.59 | $2,500.00 | $34,500.01 | Structural NAND/DRAM shortage story: DRAM pricing +57% QoQ and NAND +70% QoQ per Q2 industry data as AI datacenter SSD/DRAM demand outstrips supply post-2023 capacity cuts; MU gaining share (24% DRAM, 15% NAND). Up 18% over the month but far less extended than SNDK (+555% YTD, too stretched to chase now), so buying the more reasonably-priced name in the same real fundamental trend. |
| 2026-09-04 | BUY | DELL | 4.8413 | $516.39 | $2,500.00 | $37,000.01 | Record Q2 FY27 beat (rev $47B +58% YoY, EPS $6.34 +273% YoY) with $60.9B in AI server orders booked this quarter and a record $95B backlog; mgmt raised FY rev guide from $167B to $192B and EPS target from $17.90 to $25.50. Fresh catalyst (reported 9/1-9/2), not chasing a stale run. |
| 2026-09-03 | BUY | OKTA | 15.3233 | $163.15 | $2,500.00 | $39,500.01 | Q2 FY27 beat (EPS $1.05 vs $0.93 est, rev $805M) with raised FY27 guidance on record non-Q4 bookings and AI-identity demand; still +21% over the trailing week even after the initial post-earnings pop, opening a modest starter position on the fundamental strength. |
| 2026-09-02 | BUY | XLE | 46.3177 | $64.77 | $3,000.00 | $42,000.01 | Energy sector broadly up ~13% in a month (XLE and CVX both +13%); using the sector ETF to catch the crude/energy strength without picking a single name. |
| 2026-09-02 | BUY | CRM | 7.7486 | $258.11 | $1,999.99 | $45,000.01 | Q2 beat on EPS/revenue with raised FY guidance and AI product traction drove an 18% post-earnings pop; sizing small since stock already up 34% in 20 sessions, most of the good news is priced in. |
| 2026-09-02 | BUY | NEM | 24.4638 | $122.63 | $3,000.00 | $47,000.00 | Gold miner up 25% in a month as gold sets records above $4500/oz on haven demand; Newmont posted record FCF and a $6B buyback, real fundamental tailwind not just chart momentum. |