Portfolio - Main Snapshot

Update

Portfolio - Main Snapshot

SaaS rotation underway — CRM/NOW/SNOW recovered. WDAY/ADBE/GOOGL still oversold. Energy split: FSLR collapsed, BE/CEG surged. MRNA/CRSP at new highs. MAG7 mixed. Market broadly neutral.


Quick Snapshot

Signal Reading
Overall 🟡 ROTATING — SaaS capitulation resolved for most names. New oversold entries: GOOGL, WDAY, ADBE. Energy diverging (solar down, nuclear up).
Key insight GOOGL re-entered RSI 29. WDAY last SaaS laggard at RSI 29. FSLR -16.7% from 02/22. MRNA/CRSP at new highs. MSFT quietly recovered RSI 32→56.

Action Matrix

Action Stocks Why
BUY GOOGL, WDAY RSI 29 both — oversold quality names
BUY ADBE RSI 30, -10.2% below SMA, creative cloud leader
BUY HIMS RSI 9 extreme — research required, high risk
📈 ACCUMULATE AMZN, INTU, AVGO RSI 34-51, below SMA — quality on weakness
📈 ACCUMULATE MDB, LOW RSI 41-51, below SMA — thesis intact, pullback
🔒 HOLD MSFT, AAPL, META, TSLA Recovering / near SMA — core positions
🔒 HOLD NVDA, TSM, ASML Semi strength — thesis intact
🔒 HOLD BE, ENPH Energy thesis intact, above SMA
🔒 HOLD CRM, NOW, SNOW, DDOG, NET Recovered from oversold — hold
⚠️ TRIM CEG, GEV, DLR, EQIX RSI 77-87 range — extended, reduce exposure
⚠️ TRIM MRNA, CRSP, DECK RSI 75-87 at new 52wk highs — momentum peaks
⚠️ AVOID LEGN RSI 8 again — structural issue not oversold
🔍 WATCH FSLR RSI 35, -16.7% from 02/22 — solar collapse; check thesis

Market Pulse

Indicator ETF 7D 30D RSI Status Action
S&P 500 VOO +0.5% -0.7% 58 🟢 Neutral/healthy 🔒 Hold
Nasdaq-100 QQQM +0.7% -2.9% 57 🟡 Slight weakness 🔍 Watch
VIX/Fear VIXY -2.9% +6.3% 45 🟡 Cooling ✅ Fear subsiding
Gold GLD +3.6% +2.4% 64 🟢 Running 🔒 Hold
Small Caps IWM -0.2% 0.0% 63 🟢 Healthy 🔒 Hold

Overall: 🟡 MIXED - Market indices near neutral. VIX cooling from Feb highs. SaaS capitulation mostly resolved. New opportunities: GOOGL/WDAY back to oversold.


Theme Summaries

MAG7 (Big Tech)

Stock Price 7D 30D RSI Status Action
GOOGL $306.33 +1.1% -8.1% 29 🔴 Oversold Buy
AMZN $206.73 +0.9% -13.3% 34 🟡 Below SMA 📈 Accumulate
META $656.98 +1.9% -2.3% 44 🟡 Near SMA 🔒 Hold
AAPL $271.98 +4.4% +6.6% 47 🟡 Near SMA 🔒 Hold
MSFT $401.58 +0.8% -14.4% 56 🟡 Near SMA 🔒 Hold
TSLA $407.18 -1.1% -6.4% 56 🟡 Near SMA 🔒 Hold
NVDA $185.57 -1.2% -0.5% 63 🟢 Above SMA 🔒 Hold

Cloud/SaaS

Stock Price 7D 30D RSI Status Action
WDAY $138.57 -1.0% -27.4% 29 🔴 Oversold Buy
ADBE $269.39 -7.6% -19.8% 30 🔴 Oversold Buy
INTU $389.33 +2.0% -30.7% 35 🔴 Below SMA 📈 Accumulate
CRM $198.15 +6.9% -13.6% 57 🟢 Recovered 🔒 Hold
NOW $107.57 +0.2% -21.1% 57 🟢 At SMA 🔒 Hold
SNOW $169.70 -5.3% -19.7% 57 🟢 Recovering 🔒 Hold
DDOG $114.28 -5.2% -16.4% 56 🟡 Below SMA 🔒 Hold
SHOP $124.16 +0.3% -8.9% 60 🟢 Above SMA 🔒 Hold

AI Infrastructure / Energy

Stock Price 7D 30D RSI Status Action
FSLR $201.52 -13.6% -17.1% 35 🟡 Watch 🔍 Watch
BE $163.68 +2.9% +17.2% 61 🟢 Strong 🔒 Hold
CEG $319.71 +9.6% +12.1% 82 🔴 Overbought ⚠️ Trim
GEV $863.09 +3.4% +29.6% 77 🔴 Extended ⚠️ Trim
EQIX $956.19 +12.7% +19.7% 87 🔴 Extreme ⚠️ Avoid

Memory / Semis

Stock Price 7D 30D RSI Status Action
AVGO $313.30 -6.2% -3.6% 51 🟡 Below SMA 📈 Accumulate
MU $411.66 +4.3% +23.5% 55 🟢 Strong 🔒 Hold
ASML $1457.69 -0.1% +3.3% 66 🟢 Above SMA 🔒 Hold
TSM $372.88 +3.5% +12.1% 71 🟠 Near OB ⚠️ Watch

Biotech

Stock Price 7D 30D RSI Status Action
MRNA $51.72 +4.1% +7.8% 87 🔴 Extreme OB ⚠️ Avoid
CRSP $59.60 +9.1% +9.1% 81 🔴 At 52wk high ⚠️ Trim
NTLA $13.67 +4.8% -2.0% 73 🟠 Near OB ⚠️ Monitor
LLY $1009.92 -1.3% -4.8% 48 🟡 Below SMA 🔒 Hold
ALNY $328.26 -3.3% -9.2% 48 🟡 Near SMA 🔒 Hold
LEGN $17.20 +0.3% -27.1% 8 🔴 Extreme ⚠️ Avoid

Consumer / Retail

Stock Price 7D 30D RSI Status Action
HIMS $15.23 -3.7% -49.7% 9 🔴 Extreme 🔍 Research
LOW $264.70 -4.8% -4.8% 41 🟡 Below SMA 🔍 Watch
LULU $185.43 +1.4% -3.8% 64 🟢 Strong 🔒 Hold
DECK $119.46 +1.2% +17.9% 75 🔴 Near 52wk high ⚠️ Trim

The Gold

Key Discoveries

Discovery Implication
SaaS RSI recovered CRM/NOW/SNOW/DDOG 21-39→56-57 Capitulation confirmed — rotation resolved for most names
GOOGL re-entered RSI 29 after fake recovery Second oversold entry — search concerns not resolved
MSFT quietly recovered RSI 32→56 Steady accumulation thesis working — under-the-radar
FSLR -16.7% in 4 days Solar policy risk real — FSLR not immune
CEG/GEV/EQIX RSI 77-87 Data center/nuclear demand still extreme — trim territory
MRNA/CRSP at new 52wk highs RSI 81-87 Gene editing/vaccine re-rating — check what's driving
VOO/QQQM RSI 57-58 Indices healthy — selloff was sector-specific, not macro crash

Mistakes (Don't Repeat)

Mistake Lesson
Treating GOOGL RSI 23 as "bottomed" Oversold can re-trigger — use smaller position sizes on first bounce
No trim targets on CEG/GEV entry Always set trim targets at RSI 75+ when entering below RSI 30
LEGN bounce from RSI 8→31→8 Without catalyst, extreme oversold = structural problem

Open Questions

  • GOOGL RSI 29 again — is search monetization structurally impaired by AI?
  • WDAY still at RSI 29 while CRM recovered to 57 — what is different about WDAY?
  • FSLR -16.7% week — is solar policy risk (IRA rollback?) priced in or more pain?
  • MRNA RSI 87 at new highs — what is the multi-week catalyst?
  • When to trim CEG/GEV/EQIX at RSI 77-87 — all-out or partial?

Next Actions

  • BUY: GOOGL RSI 29 — re-entered oversold (2nd entry signal)
  • BUY: WDAY RSI 29 — last SaaS laggard at oversold
  • BUY: ADBE RSI 30 — approaching oversold, creative cloud
  • TRIM: CEG RSI 82 — reduce from buy zone entry
  • TRIM: GEV RSI 77 — reduce extended position
  • TRIM: MRNA/CRSP RSI 81-87 at 52wk highs
  • RESEARCH: FSLR — is -16.7% a buy or policy-driven breakdown?
  • RESEARCH: HIMS RSI 9 — what is driving -49.7% 30D?
  • ACCUMULATE: AVGO RSI 51, -4.8% below SMA — custom ASIC thesis
  • ACCUMULATE: MDB RSI 51 — developer DB thesis

Theme Deep Dives

Theme Link Overall Status
AI Infrastructure ai-infra/ 🔴 Overbought
MAG7 (Big Tech) mag7/ 🟡 Mixed
Consumer/Retail consumer/ 🟡 Mixed
Energy/Data Centers energy/ 🟡 Rotating
Web/Cloud web-cloud/ 🟢 Recovering
Cloud/SaaS cloud-saas/ 🟡 Rotating
Memory/Semis memory/ 🟢 Healthy
Crypto crypto/ 🔍 Stale data
Space space/ 🔍 Stale data
Biotech biotech/ 🟡 Mixed
Retail retail/ 🟢 Healthy
9 events

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