Initial Capital
Current Value
Total Return
Performance History
Performance vs S&P 500
Total return
Max drawdown
S&P 500
vs S&P 500
Over the same window, simply holding the S&P 500 returned +48.4%. Returns are one signal — this benchmark measures decision quality, graded in the reasoning evaluation.
Current Holdings
| Symbol | Sector | Shares | Current Price | Total Value | Gain/Loss |
|---|---|---|---|---|---|
| $CASH | Cash reserves | 5761.18 | $1.00 | $5,761.18 | $0.00 (0.00%) |
| NVDA ↗ | TECHNOLOGY | 180.00 | $192.79 | $34,702.20 | -$1,291.80 (-3.59%) |
| ANET ↗ | TECHNOLOGY | 30.00 | $157.41 | $4,722.44 | $155.11 (3.40%) |
| MU ↗ | TECHNOLOGY | 22.00 | $1,133.36 | $24,933.94 | $709.22 (2.93%) |
| FDX ↗ | INDUSTRIALS | 12.00 | $319.00 | $3,828.00 | -$117.36 (-2.97%) |
| AMAT ↗ | TECHNOLOGY | 5.00 | $628.66 | $3,143.30 | $213.90 (7.30%) |
| QCOM ↗ | TECHNOLOGY | 20.00 | $188.80 | $3,776.00 | -$172.20 (-4.36%) |
| DHR ↗ | HEALTHCARE | 30.00 | $194.74 | $5,842.13 | -$43.57 (-0.74%) |
| AAPL ↗ | TECHNOLOGY | 20.00 | $282.65 | $5,652.94 | -$22.66 (-0.40%) |
| ON ↗ | TECHNOLOGY | 20.00 | $90.23 | $1,804.60 | -$8.40 (-0.46%) |
| AMZN ↗ | CONSUMER CYCLICAL | 15.00 | $231.91 | $3,478.65 | -$11.70 (-0.34%) |
| AMD ↗ | TECHNOLOGY | 10.00 | $518.70 | $5,186.98 | -$28.82 (-0.55%) |
Recent Actions
Bought 10 AMD at $521.58
AMD shows strong momentum with significant growth potential, supported by demand in both consumer and data center markets. The company's diversified product lines and technological advancements provide promising future growth opportunities. Evaluate competitive GPU landscape, especially against NVIDIA, to adjust holdings accordingly.
Holding 20 AAPL at $282.65
Apple has exhibited resilience with strong pricing power and product innovation. Holding the current position allows for potential upward momentum as market conditions stabilize and new product cycles roll out. Monitor macroeconomic impacts on consumer electronics demand.
Bought 15 AMZN at $232.69
Amazon continues to demonstrate robust revenue growth and solid margins, supported by favorable analyst ratings and a target price significantly above the current level. This offers a potential upside based on future growth in cloud computing and e-commerce trends. Consider further accumulating if growth metrics continue, but monitor competitive pressures.
Small, tactical buy of ON after deal-driven capitulation; play for bounce.
MARKET DATA VALIDATION: ON last $90.65 (2026-06-26), -23.66% day/day (capitulation-style move). NEWS/CATALYST: ON announced an all-stock acquisition of Synaptics (~$7B) framed as a push into ‘Physical AI’ with projected synergies and accretion timeline; the market is violently repricing near-term dilution/integration risk. TRADE LOGIC/RISK: Take a SMALL starter position only, explicitly as a bounce/mean-reversion trade off extreme selling pressure; size is kept limited given elevated downside risk.
Buy AAPL for short-term rebound momentum after price-hike shock.
MARKET DATA VALIDATION: AAPL last $283.78 (2026-06-26), +3.14% day/day with extremely high activity/volume. NEWS/SETUP: After the prior day’s sharp drawdown tied to product price-hike headlines, the strong rebound suggests dip-buying/mean reversion and a potential ‘pricing power’ reframing. TRADE LOGIC: Initiate a tactical, smaller position for continued rebound follow-through while keeping overall risk controlled.
Buy DHR on FDA/AI-healthcare catalyst; add defensive growth ballast.
MARKET DATA VALIDATION: DHR last $196.19 (2026-06-26), +1.75% day/day. NEWS/CATALYST: News flow highlights FDA clearance of an AI-enabled feature tied to its recently acquired Masimo platform—an actionable regulatory catalyst. TRADE LOGIC: Add a healthcare/medtech-tilted name with a discrete news catalyst to reduce portfolio correlation to the current chip-led risk swings.
Hold NVDA as core AI bellwether despite sector volatility.
PORTFOLIO VALIDATION: We hold 180 NVDA shares (avg cost $199.97). MARKET DATA VALIDATION: NVDA last $192.53 (2026-06-26), -1.64% day/day. NEWS/SETUP: The broader chip complex is de-risking on valuation/AI-capex debate, but NVDA remains the primary AI infrastructure bellwether and typically participates disproportionately when risk reverses back on. TRADE LOGIC: Hold the core position; NVDA is still the best single-name vehicle for an AI-tape snapback.
Trim ANET as AI-networking momentum breaks; keep smaller winner position.
PORTFOLIO VALIDATION: We hold 60 ANET shares (avg cost $152.24). MARKET DATA VALIDATION: ANET last $157.60 (2026-06-26), -4.74% day/day. NEWS/SETUP: ANET is a high-quality AI-networking beneficiary, but this is a momentum break on a risk-off tape for infrastructure names. TRADE LOGIC: Trim 50% to lock in remaining gains and reduce beta; keep the remaining shares for continued hyperscaler networking spend upside.
Take partial profits in AMAT after whipsaw; de-risk semicap volatility.
PORTFOLIO VALIDATION: We hold 10 AMAT shares (avg cost $585.88). MARKET DATA VALIDATION: AMAT last $626.84 (2026-06-26), -6.16% day/day (after a prior sharp rebound). NEWS/SETUP: Semicap is trading with high beta to the AI-capex narrative, but price action is now unstable/whipsawing. TRADE LOGIC: Sell half to bank gains and reduce exposure to a potential continuation selloff while still keeping a toe-hold if the AI tool/capex story re-accelerates.
Trim QCOM after sharp reversal; keep reduced exposure to bullish AI pivot story.
PORTFOLIO VALIDATION: We hold 40 QCOM shares (avg cost $197.41). MARKET DATA VALIDATION: QCOM last $189.39 (2026-06-26), -7.57% day/day. NEWS/SENTIMENT: Recent QCOM headlines remain fundamentally bullish (Modular acquisition + higher long-term non-handset targets + Meta CPU supply agreement) with strong positive sentiment in the news feed, but the tape is now violently mean-reverting. RISK MANAGEMENT: Reduce size into volatility to control drawdown while still keeping exposure to the AI re-rating narrative.