Portfolio - Main Snapshot

Update

Portfolio - Main Snapshot

Risk-on market. Entry zones in NET, MSFT. LULU catalyst live. Commodities running.

Quick Snapshot

Signal Reading
Overall 🟢 Risk-on - VIX low, small caps leading, breadth expanding
Key insight Half the "pullback buys" already ran. Real dips: NET, MSFT, SOFI, SHOP

Action Matrix

Action Stocks Why
✅ STRONG BUY NET, MSFT, TAC, AS, CRSP Pullback + thesis intact
📈 ACCUMULATE AMZN DCA into 10yr compounder
🔒 HOLD NVDA, GOOGL Strong positions, don't sell
🔥 CATALYST LULU Wilson proxy + Elliott $1B = action
🔍 WATCH META, AAPL, TSLA, GBTC, RKLB, SHOP, SOFI, LLY, TMO, VRTX Need clarity or more pullback
⚠️ AVOID ASML, MU, BE, EOSE, IREN, IBRX, NTLA, MRNA Ran 30%+, DON'T CHASE
❌ DON'T BUY CRSR, KLAR Falling knife, no floor

Legend

  • RSI ↓ = Oversold (<30) - potential buying opportunity
  • RSI ↑ = Overbought (>70) - FOMO warning, may pullback
  • 52wkHi = % from 52-week high (how far below peak)

Market Pulse

Indicator ETF 1D 7D 30D 3M 52wkHi RSI Status Action
VIX/Fear VIXY - - +4% - - - 🟢 Calm 🔍 Watch
S&P 500 VOO - - +2% - - - 🟢 Steady 🔒 Hold
Nasdaq-100 QQQM - - +1% - - - 🟢 Steady 🔒 Hold
Gold GLD - - +12% - - - 🔴 Running ⚠️ Avoid
Silver SLV - - +17% - - - 🔴 Running ⚠️ Avoid
Oil USO - - +15% - - - 🔴 Running ⚠️ Avoid
Bonds TLT - - flat - - - 🟡 Sideways 🔍 Watch
US Dollar UUP - - -1% - - - 🟢 Dip 🔍 Watch
Small Caps IWM - - +6% - - - 🔴 Running 🔍 Watch
Semis SMH - - +12% - - - 🔴 Running ⚠️ Avoid

Overall: 🟢 RISK-ON - Markets calm, small caps outperforming, commodities hot.

Theme Summaries

AI Infrastructure

Stock Price 1D 7D 30D 3M 52wkHi RSI Status Action
AMZN $242.94 +1% +0% +4% -4% -6% 46 🟡 Sideways 📈 Accumulate
NVDA $185.69 -1% +2% -1% -10% -13% 51 🟡 Consolidating 🔒 Hold
ASML $1,441.40 +1% +2% +17% +35% -3% 70↑ 🔴 Ran ⚠️ Avoid
TAC $12.77 -0% -1% -1% -28% -29% 57 🟢 Pullback ✅ Strong Buy
TSM $341.37 +3% -1% +6% +12% -3% 56 🟡 Steady 🔍 Watch

Big Tech (MAG7)

Stock Price 1D 7D 30D 3M 52wkHi RSI Status Action
AAPL $269.96 - - +1% - - - 🟢 Steady 🔍 Watch
AMZN $242.94 +1% +0% +4% -4% -6% 46 🟡 Sideways 📈 Accumulate
GOOGL $343.80 +1% +2% +9% +21% -0% 63 🟡 Steady 🔒 Hold
META $706.42 -1% +7% +7% +11% -11% 64 🟡 Running 🔍 Watch
MSFT $423.31 -1% -8% -10% -18% -24% 30 🟢 Pullback ✅ Strong Buy
NVDA $185.69 -1% +2% -1% -10% -13% 51 🟡 Consolidating 🔒 Hold
TSLA $421.79 - - -7% - - - 🟡 Dip 🔍 Watch

Consumer/Retail

Stock Price 1D 7D 30D 3M 52wkHi RSI Status Action
AS $36.63 - - -2% - - - 🟢 Pullback ✅ Strong Buy
LULU $174.50 - - -17% - - - 🟢 Pullback 🔥 Catalyst

Energy/Data Centers

Stock Price 1D 7D 30D 3M 52wkHi RSI Status Action
BE $156.29 +1% +3% +50% +10% -7% 61 🔴 Ran ⚠️ Avoid
EOSE $14.11 -1% -9% +5% -10% -29% 41 🟡 Steady 🔍 Watch
TAC $12.77 -0% -1% -1% -28% -29% 57 🟢 Pullback ✅ Strong Buy

Web/Cloud

Stock Price 1D 7D 30D 3M 52wkHi RSI Status Action
NET $182.54 +3% -7% -8% -26% -30% 48 🟢 Pullback ✅ Strong Buy

Memory/Semis

Stock Price 1D 7D 30D 3M 52wkHi RSI Status Action
MU $437.82 +4% +7% +40% +87% -4% 76↑ 🔴 Ran ⚠️ Avoid
CRSR $5.11 - - -14% - - - 🔴 Falling ❌ Don't Buy

Crypto

Stock Price 1D 7D 30D 3M 52wkHi RSI Status Action
GBTC $60.84 - - -17% - - - 🟢 Pullback 🔍 Watch

Space

Stock Price 1D 7D 30D 3M 52wkHi RSI Status Action
RKLB $74.15 - - -1% - - - 🟡 Consolidating 🔍 Watch
ARKX $31.64 - - +1% - -2% - 🟡 Flat 🔍 Watch

Biotech

Stock Price 1D 7D 30D 3M 52wkHi RSI Status Action
LLY $1,043.58 - - +0% - - - 🟡 Sideways 🔍 Watch
TMO $581.92 - - -5% - - - 🟢 Pullback 🔍 Watch
IBRX $6.14 - - +195% - - - 🔴 Ran ⚠️ Avoid
MRNA $42.54 - - +32% - - - 🔴 Ran ⚠️ Avoid
CRSP $51.32 - - -7% - - - 🟢 Pullback ✅ Strong Buy
NTLA $13.02 - - +39% - - - 🔴 Ran ⚠️ Avoid
VRTX $471.97 - - +5% - - - 🟡 Steady 🔍 Watch

Watching/Learning

Stock Price 1D 7D 30D 3M 52wkHi RSI Status Action
HOOD $99.48 - - -13% - - - 🟢 Pullback 🔍 Watch
WMT $119.14 - - +7% - - - 🟡 Steady 🔒 Hold
SHOP $132.18 - - -20% - - - 🟢 Pullback 🔍 Watch
KLAR $23.07 - - -20% - - - 🔴 Falling ❌ Don't Buy

The Gold

Key Discoveries

Discovery Implication
ARKX has NO SpaceX Need ARKVX (venture fund) for SpaceX
GBTC has 1.5% fees IBIT/FBTC are 0.25% - consider switching
MSFT -11% was overreaction Beat revenue, missed Azure by 0.4%
LULU catalyst CONFIRMED Wilson proxy + Elliott $1B is real
VOO beats SPY on fees 0.03% vs 0.09% - switch to VOO
QQQM beats QQQ on fees 0.15% vs 0.20% - use QQQM
TQQQ = BAD long-term Volatility decay, 33% drop = wipeout
Twitter "pullbacks" half ran Classic timing - verify before acting
IBRX +195% in 30D Biotech can move FAST - FOMO trap
CRSP -7% is only gene editing dip Entry exists but narrow window

Mistakes (Don't Repeat)

Mistake Lesson
Missed MU (+45%) Waited too long to research HBM thesis
Missed BE (+400%) Thesis was right, timing was wrong
Almost bought CRSR "Cheap" isn't a thesis - falling knife
Bought ARKX for SpaceX ARKX has NO SpaceX - need ARKVX
GBTC fees Paying 1.5% when IBIT is 0.25%
Missed IBRX (+195%) Biotech thesis research took too long
Missed NTLA (+39%) Same pattern as BE, EOSE - thesis right, too slow

Open Questions

  • What's Apple doing with AI? (AAPL on hold)
  • Is the Saudi BTC thesis real? (GBTC direction)
  • When does ASML pull back enough to enter?
  • Should I switch GBTC to IBIT?
  • Is SHOP's -20% an entry or start of bigger drop?
  • Will Wilson's LULU proxy fight change anything?

Emotion Check

Before any trade:

Next Actions

  • Research RKLB (Rocket Lab) for space exposure
  • Research TEM (Tempus AI) for healthcare AI
  • Decide: Switch GBTC → IBIT for fee savings?
  • Monitor LULU catalyst - Wilson proxy vote date
  • Wait for ASML pullback to $1,200-1,300

Commands

cd stonks
the desk's own tooling
the desk's own tooling
the desk's own tooling

Next portfolio: Create when major move (>5%), weekly review, or catalyst fires.

Theme Deep Dives

Theme Link
AI Infrastructure ai-infra/2026-02-01-ai-infra.md
MAG7 (Big Tech) mag7/2026-02-01-mag7.md
Consumer/Retail consumer/2026-02-01-consumer.md
Energy/Data Centers energy/2026-02-01-energy.md
Web/Cloud web-cloud/2026-02-01-web-cloud.md
Memory/Semis memory/2026-02-01-memory.md
Crypto crypto/2026-02-01-crypto.md
Space space/2026-02-01-space.md
Biotech biotech/2026-02-01-biotech.md
10 events
DateTypeEvent
Feb 5 UpdatePortfolio - Main Snapshot Feb 5 ArticleActions & Alerts Log Feb 26 UpdatePortfolio - Main Snapshot Feb 3 ArticleActions & Alerts Log Feb 4 ArticleActions & Alerts Log Feb 5 ScanInsider Activity Scan Feb 2 ScanAI Universe (Expanded) Mar 11 ScanInsider Activity Scan Mar 13 ArticleDaily Actions Mar 20 ArticleDaily Actions

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