Nico

[Nico @justkeepworkin]

$META $MU

Trimmed around 45% of Meta from my portfolio. Still very bullish in the long run, but I think a pullback is coming.

Got out of all my $MU for a quick ~18% gain. Not willing to hold through earnings as of right now.

[Nico @justkeepworkin]

This was a fun sweat.

+66243

Unfortunately couldn’t take it home but at least Cooks TD helped cash some slips.

Back at it again on Sunday.

[Nico @justkeepworkin]

$CRWV $INTC

Sold some Intel @ $110 and bought more CoreWeave @ ~$79.

[Nico @justkeepworkin]

$CRWV $MU

- Trump dismisses calls for AI slowdown.
- China also rejects and calls it ‘fear mongering’.

Really all I needed to know. Started a position in both today. Unlikely to be long term holdings.

[Nico @justkeepworkin]

$ORCL

7% pop on strong earnings.

[Nico @justkeepworkin]

$ORCL

Down 4% today. Bought more but probably not enough. Earnings in about 30 minutes. ⌚️📄

[Nico @justkeepworkin]

$UBER

Had a limit buy at $69 in the morning that never hit. Decided to go ahead and add some at around $72 anyways.

[unusual_whales @unusual_whales]

BREAKING: Uber, $UBER, CEO Dara Khosrowshahi bought 141,000 shares worth roughly $10 million at an average price of $70.96.

[Nico @justkeepworkin]

$ORCL

Down 4% today. Bought more but probably not enough. Earnings in about 30 minutes. ⌚️📄