Portfolio - Main Snapshot

Update

Portfolio - Main Snapshot

Software massacre. 27 entry zones active. MSFT RSI 29, CRM RSI 18, SNOW RSI 18, NOW RSI 24. BE stop-loss hit. ISRG RSI 9.


Quick Snapshot

Signal Reading
Overall 🔴 Risk-off -- broad tech selloff, software/cloud getting destroyed, VIX rising
Key insight Software is in capitulation territory. 27 entry zones open. MSFT, CRM, NOW, SNOW at multi-month lows.

Action Matrix

Action Stocks Why
STRONG BUY MSFT, CRM, NOW, SNOW, ISRG, NET, LULU, ESTC RSI <30 or extreme pullback + thesis intact
📈 ACCUMULATE AMZN, CRSP, BEAM, MDB, DDOG, NVDA DCA into quality on weakness
🔒 HOLD GOOGL, AAPL, META, GILD, BIIB, JEPI, SOXX Strong positions, don't sell
🔍 WATCH TSLA, LLY, BNTX, ILMN, ALNY, AS, IWM, CFLT Need clarity or more pullback
⚠️ AVOID GILD (new), IBRX, SLV, GLD (new) Overbought or too volatile
DON'T BUY EDIT, LEGN, BLUE, ARKF Falling knives, structural issues

Legend

  • RSI = Oversold (<30) - potential buying opportunity
  • RSI = Overbought (>70) - FOMO warning, may pullback
  • 52wkHi = % from 52-week high (how far below peak)
  • 27 entry zones referenced from today's actions file

Market Pulse

Indicator ETF 7D 30D RSI Status Action
S&P 500 VOO -2.4% -2.1% 37 🟡 Weakening 🔍 Watch
Nasdaq-100 QQQM -5.1% -4.2% 35 🔴 Selling off 🔍 Approaching buy zone
VIX/Fear VIXY +8.2% +12.5% 62 🔴 FEAR RISING ⚠️ Caution
Gold GLD -10.9% +6.9% 55 🟡 Volatile pullback 🔍 Watch
Small Caps IWM -2.9% -0.1% 35 🟡 Weakening 🔍 Watch

Overall: 🔴 RISK-OFF - VIX rising sharply, tech in selloff mode, software/cloud in capitulation. Defensive names (GILD, BIIB, JEPI) outperforming.


Key Events Today

Event Detail
BE SOLD Stop-loss triggered at $136.60 -- energy thesis reversed
MSFT RSI 29 Entering buy zone, -17.7% 30D
CRM RSI 18 Extreme oversold, -27.7% 30D
SNOW RSI 18 Extreme oversold, -33.2% 30D
NOW RSI 24 Extreme oversold, -31.0% 30D
ISRG RSI 9 Historically extreme, surgical robotics leader
IGV RSI 13 Software ETF in capitulation
LULU RSI 27 Consumer discretionary weakness

Theme Summaries

AI Infrastructure

Stock Price 7D 30D RSI Status Action
AMZN $222.69 -7.9% -7.6% 36 🟡 Selling 📈 Accumulate
NVDA $171.88 -10.7% -8.2% 34 🟡 Pullback 📈 Accumulate
MSFT $393.67 -9.2% -17.7% 29↓ 🔴 OVERSOLD Strong Buy

Big Tech (MAG7)

Stock Price 7D 30D RSI Status Action
AAPL $275.91 +6.8% +5.2% 69 🟢 Strong 🔒 Hold
AMZN $222.69 -7.9% -7.6% 36 🟡 Selling 📈 Accumulate
GOOGL $331.25 -2.1% +5.4% 48 🟢 Holding 🔒 Hold
META $670.21 -9.2% +1.5% 61 🟡 Pullback from highs 🔒 Hold
MSFT $393.67 -9.2% -17.7% 29↓ 🔴 OVERSOLD Strong Buy
NVDA $171.88 -10.7% -8.2% 34 🟡 Pullback 📈 Accumulate
TSLA $397.21 - - 34 🟡 Pullback 🔍 Watch

Cloud/SaaS (MASSACRE)

Stock Price 7D 30D RSI Status Action
CRM $189.97 -11.3% -27.7% 18↓ 🔴 EXTREME OVERSOLD Strong Buy
NOW $102.63 -12.1% -31.0% 24↓ 🔴 EXTREME OVERSOLD Strong Buy
SNOW $156.71 -21.4% -33.2% 18↓ 🔴 EXTREME OVERSOLD Strong Buy
DDOG $106.73 -16.7% -22.2% 39 🟡 Pullback 📈 Accumulate
MDB $326.50 -12.7% -25.1% 30 🟡 Approaching oversold 📈 Accumulate
ESTC $57.16 -15.6% -24.4% 22↓ 🔴 EXTREME OVERSOLD Strong Buy
CFLT $30.36 -0.7% +0.6% 35 🟡 Holding 🔍 Watch
DOCN $57.66 +2.7% +6.8% 59 🟢 Relative strength 🔍 Watch
FSLY $7.96 -17.3% -21.0% 36 🔴 Falling ❌ Don't buy

Web/Cloud

Stock Price 7D 30D RSI Status Action
NET $163.05 -9.6% -17.7% 40 🟡 Pullback ✅ Strong Buy

Consumer/Retail

Stock Price 7D 30D RSI Status Action
AS $35.73 -4.3% -7.5% 42 🟡 Pullback 🔍 Watch
LULU $170.09 -1.4% -21.2% 27↓ 🔴 OVERSOLD Strong Buy

Energy/Data Centers

Stock Price 7D 30D RSI Status Action
BE $136.60 -12.7% +32.6% 49 🟡 SOLD Stop-loss hit 02/05
EOSE $11.28 -30.0% -20.3% 27↓ 🔴 OVERSOLD 🔍 Watch, volatile

Biotech

Stock Price 7D 30D RSI Status Action
ISRG $476.32 -6.2% -19.7% 9↓ 🔴 EXTREME OVERSOLD Strong Buy
LLY $1,020.84 -0.3% -4.1% 48 🟡 Pullback 🔍 Watch
GILD $149.37 +7.0% +23.1% 93↑ 🔴 OVERBOUGHT ⚠️ Don't chase
BIIB $185.36 +5.2% +1.5% 73↑ 🟢 Strong 🔒 Hold
CRSP $45.88 -14.0% -21.2% 36 🟡 At target zone 📈 Accumulate
BEAM $24.73 -15.6% -12.7% 26↓ 🔴 OVERSOLD 📈 Accumulate
MRNA $40.87 -12.8% +14.6% 53 🟡 Fading 🔍 Watch

Crypto

Stock Price 7D 30D RSI Status Action
GBTC $60.82 -11.0% -17.4% 29↓ 🔴 OVERSOLD 🔍 Swap to IBIT
BTC $34.49 -11.0% -17.3% 28↓ 🔴 NEAR STOP 🔍 Monitor $34 stop
IBIT $44.22 -10.9% -17.3% 29↓ 🔴 OVERSOLD 🔍 Swap target

Metals

Stock Price 7D 30D RSI Status Action
GLD $441.88 -10.9% +6.9% 55 🟡 Volatile 🔍 Watch
SLV $66.69 -36.8% -9.5% 40 🔴 CRASHED ⚠️ Avoid, too volatile

The Gold

Key Discoveries

Discovery Implication
Software capitulation CRM, NOW, SNOW all RSI <25 -- sector-wide, not company-specific
MSFT RSI 29 entry Azure miss overreaction continues, entering buy zone
ISRG RSI 9 historic Surgical robotics monopoly at extreme oversold -- best biotech entry signal
BE stop-loss worked System worked -- removed before further decline
27 entry zones active Most since portfolio inception -- deployment opportunity
IGV RSI 13 Software ETF entry -- basket approach vs single stock
GILD breakout Defensive pharma leading -- confirms risk-off rotation
SLV crashed -37% in 1wk Silver can be extremely volatile -- not a safe haven
DOCN relative strength +6.8% 30D while sector down -25% average -- investigate why

Mistakes (Don't Repeat)

Mistake Lesson
Didn't set BE stop earlier Would have caught higher, but system still worked
Missed MU (+45%) Waited too long to research HBM thesis
Almost bought CRSR "Cheap" isn't a thesis - falling knife
Bought ARKX for SpaceX ARKX has NO SpaceX - need ARKVX
GBTC fees Still paying 1.5% when IBIT is 0.25%
SLV position Silver too volatile for core holding

Open Questions

  • Is the software selloff a buying opportunity or start of something bigger?
  • When does MSFT bottom? RSI 29 but Azure growth narrative damaged
  • Is ISRG RSI 9 a gift or sign of fundamental concern?
  • Should I deploy into 5-10 of the 27 entry zones or wait for VIX to spike higher?
  • BTC at $34.49 -- hold through stop or let it trigger at $34?
  • Is CRM at $190 (was $263 a month ago) the entry of the year?

Emotion Check

Before any trade:

  • Is this FOMO? (GILD, BIIB running -- DON'T CHASE)
  • Is this panic? (BE stop was disciplined, not panic)
  • Is this capitulation buying too early? (Software could fall more)
  • Does thesis exist for each entry?
  • Position size appropriately -- many entry zones, don't overcommit to one

Key rule today: 27 entry zones means SPREAD capital, don't concentrate. Max 2-3% per new position.


Next Actions

  • IMMEDIATE: Decide BTC position -- $34.49 near $34 stop
  • TODAY: Evaluate top 5 from 27 entry zones for deployment
  • PRIORITY: MSFT, CRM, ISRG -- rank by conviction
  • PRIORITY: Swap GBTC -> IBIT for fee savings
  • RESEARCH: IGV vs individual software names for entry
  • MONITOR: VIX/VIXY for fear spike (contrarian buy signal)
  • Wait for ASML pullback to enter semis
  • Monitor LULU catalyst - Wilson proxy vote date
  • Review SLV position after crash stabilizes

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/
MAG7 (Big Tech) mag7/
Consumer/Retail consumer/
Energy/Data Centers energy/
Web/Cloud web-cloud/
Cloud/SaaS cloud-saas/
Memory/Semis memory/
Crypto crypto/
Space space/
Biotech biotech/
10 events

No direct external sources are attached to this read.