Trinity Trade Portfolio

TRINITY TRADE PORTFOLIO

Ticker Date Shared Buy Point (on close above) Stop Loss (on close below) Target Price (capture intraday) Position Taken (Y/N) Date Entered Portfolio Amount Entry Price Exit Price Reduction Price Sell Date P/L Notes
GRRR 5/1/2026 n/a (Lotto Trade) 16.08 30 Y 5/1/2026 2.00% 15.58
CRDO 5/22/2026 210.22 237.68 370 Y 5/22/2026 5.00% 218.41 Half the position was closed on 6/22 for a 40% gain
INFQ 6/8/2026 n/a (Lotto Trade) 11.37 44 Y 6/8/2026 3.00% 15.18
CAKE 6/9/2026 68.51 70.62 93 Y 6/10/2026 10.00% 70.62
KYMR 6/16/2026 86.26 99.45 170 Y 6/16/2026 5.00% 87.44 Half the position was closed on 6/25 for a 41% gain
STOK 6/17/2026 30.12 28.48 60 Y 6/17/2026 10.00% 30.21
QUBT 6/18/2026 n/a (Lotto Trade) 8.28 27 Y 6/18/2026 3.00% 10.47
GLUE 6/24/2026 20.98 18.67 45 Y 6/25/2026 10.00% 21.66
AMLX 6/29/2026 18.36 16.28 35 Y 6/29/2026 10.00% 18.7
AMBQ 6/30/2026 90.48 80.15 137 5.00%
NVDA call 7/1/2026 n/a (Super Lotto) 183.91 230 Y 7/1/2026 2.00% 20
VKTX 7/7/2026 40.78 36.99 62 Y 7/7/2026 10.00% 42.13
ANET 7/8/2026 177.73 159.99 237 Y 7/8/2026 5.00% 181.05

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TRINITY TRADE TRACKER

Ticker Date Shared Buy Point (on close above) Stop Loss (on close below) Target Price (capture intraday) Position Taken (Y/N) Date Entered Portfolio Amount Entry Price Exit Price Reduction Price Sell Date P/L Notes
ANET 7/8/2026 177.73 159.99 237 Y 7/8/2026 5.00% 181.05
VKTX 7/7/2026 40.78 36.99 62 Y 7/7/2026 10.00% 42.13
NVDA call 7/1/2026 n/a (Super Lotto) 183.91 230 Y 7/1/2026 2.00% 20
AMBQ 6/30/2026 90.48 80.15 137 5.00%
AMLX 6/29/2026 18.36 16.28 35 Y 6/29/2026 10.00% 18.7
GLUE 6/24/2026 20.98 18.67 45 Y 6/25/2026 10.00% 21.66
QUBT 6/18/2026 n/a (Lotto Trade) 8.28 27 Y 6/18/2026 3.00% 10.47
STOK 6/17/2026 30.12 26.95 60 Y 6/17/2026 10.00% 30.21
KYMR 6/16/2026 86.26 78.47 119 Y 6/16/2026 5.00% 87.44 123.71 6/25/2026 41.48%
ALGM 6/15/2026 53.62 48.19 82 Y 6/15/2026 10.00% 55 52.97 7/2/2026 -3.69%
GLXY 6/12/2026 34.31 30.51 51.5 N 10.00%
CRWV 6/12/2026 n/a (Lotto Trade) 88.9 183.58 Y 6/12/2026 2.00% 104.19 86.26 7/1/2026 -17.21% An alert was sent 7/1 to close the position
INFQ 6/12/2026 n/a (Lotto Trade) 12.44 44 Y 6/12/2026 2.00% 14.27 12.42 7/2/2026 -12.96% An alert was sent 7/2 to close the position
ASTS 6/11/2026 93.6 83.67 180 Y 6/11/2026 10.00% 97.56
CRWV 6/9/2026 n/a (Lotto Trade) 80.94 183.53 Y 6/9/2026 3.00% 98.22 86.26 7/1/2026 -12.18% An alert was sent on 7/1 to close the position
ICHR 6/9/2026 76.95 68.96 105 Y 6/11/2026 10.00% 84.04 85.28 105 6/29/2026 / 7/7/2026 24.94% / 1%
CAKE 6/9/2026 68.51 61.14 93 Y 6/10/2026 10.00% 70.62
INFQ 6/8/2026 n/a (Lotto Trade) 11.37 44 Y 6/8/2026 3.00% 15.18 11.59
META call 6/3/2026 n/a (Super Lotto) 575.05 710 Y 6/3/2026 3.00% 28.2 7.4 6/10/2026 -73.76%
PLUG 5/27/2026 4.13 3.68 8.5 Y 5/27/2026 5.00% 4.14 3.6 6/4/2026 -13.04%
LTRX 5/26/2026 7.2 6.44 14 Y 5/26/2026 5.00% 7.26 6.7 6/5/2026 -7.71%
CRDO 5/22/2026 210.22 189.2 305 Y 5/22/2026 10.00% 218.41 305 6/22/2026 39.65%
VELO 5/21/2026 22.09 19.85 35.5 Y 5/22/2026 10.00% 23.03 19.66 6/3/2026 -14.63%
MSFT 5/21/2026 432.92 398 560 Y 5/29/2026 10.00% 450.24 396.26 6/10/2026 -11.99%
NAVN 5/13/2026 18.89 17.13 28 Y 5/22/2026 5.00% 19.88
ALAB 5/13/2026 215.69 194.74 400 Y 5/13/2026 8.00% 224.09 370.57 6/16/2026 65.37% An alert was sent 6/16 to close the position
GILT 5/11/2026 20.07 18.34 30 Y 5/11/2026 10.00% 20.85 15.34 5/13/2026 -26.43% An alert was sent 5/13 to close the position
UEC 5/11/2026 16.25 14.5 30 Y 5/11/2026 10.00% 16.47 13.7 5/15/2026 -16.82%
FLY 5/8/2026 n/a (Lotto Trade) 31.3 70 Y 5/8/2026 2.50% 38.52 40.4 6/1/2026 4.88% An alert was sent 6/1 to close the position
MSFT call 5/7/2026 n/a (Super Lotto) 398 480 Y 5/7/2026 2.50% 23.35 5.51 6/10/2026 -76.40%
LUMN 5/6/2026 9.57 8.51 17.5 Y 5/6/2026 7.50% 9.81 8.46 5/7/2026 -13.76%
TSLA call 5/1/2026 n/a (Super Lotto) 352.42 450 Y 5/1/2026 3.00% 29.05 24.65 6/5/2026 -15.15%
LYTS 4/30/2026 23.3 20.71 37 Y 4/30/2026 5.00% 24.31 22.34 6/5/2026 -8.10%
ALMU 4/30/2026 21.19 19.98 35 Y 4/30/2026 10.00% 23.09 20.66 5/18/2026 -10.52% An alert was sent 5/18 to close the position
CRML 4/27/2026 n/a (Lotto Trade) 10.34 30 Y 4/27/2026 3.00% 13.57 10.34 5/18/2026 -23.80% An alert was sent 5/18 to close the position
ALAB 4/21/2026 191.56 170.81 400 Y 4/21/2026 5.00% 191.97 450 6/29/2026 134.41%
AMPX 4/20/2026 19.38 17.89 27 Y 4/20/2026 7.50% 19.64 16.72 5/7/2026 -14.87% An alert was sent on 5/7 to close the position
RIOT call 4/17/2026 n/a (Super Lotto) 15.16 23 Y 4/17/2026 2.50% 2.45 5.8 5/6/2026 136.73%
RGTI 4/16/2026 n/a (Lotto Trade) 15.13 48 Y 4/16/2026 2.00% 19.66 20.46 6/5/2026 4.07%
APLD 4/14/2026 30.66 27.6 60 Y 4/14/2026 5.00% 31.47 38.13 6/5/2026 21.16%
SGML 4/13/2026 n/a (Lotto Trade) 13.73 32 Y 4/13/2026 2.00% 17.45 17.84 5/14/2026 2.23%
ANRO 4/13/2026 24.29 21.71 38 Y 4/13/2026 10.00% 25.78 21.87 5/18/2026 -15.17% An alert was sent 5/18 to close the position
CIFR 4/10/2026 17.12 15.4 24.7 Y 4/13/2026 10.00% 17.76 21.53 28 6/5/2026 / 6/3/2026 57.66% / 21.2%
NBIS 4/9/2026 129.85 117.4 210 Y 4/9/2026 10.00% 136.33 135 4/28/2026 -0.98%
WULF 4/8/2026 17.92 16.12 28 Y 4/8/2026 10.00% 18.04 24.73 6/30/2026 37.08%
FLY 4/6/2026 n/a (Lotto Trade) 28.47 70 Y 4/6/2026 3.00% 35 35.11 4/24/2026 0.31% An alert was sent 4/24 to close the position
BKSY 4/2/2026 31.63 28.3 49 Y 4/7/2026 10.00% 34.05 30.67 4/28/2026 -9.93% An alert was sent 4/28 to close the position
AMD 4/1/2026 n/a (SUPER LOTTO) 188.22 264 Y 4/1/2026 2.00% 19.6 53.05 4/16/2026 170.66%
GCT 4/1/2026 46.98 41.55 77 Y 4/16/2026 10.00% 48.22 40.14 5/8/2026 -16.76% An alert was sent 5/8 to close the position
MRVL 3/31/2026 98.45 87.62 150 Y 3/31/2026 5.00% 99.06 150 4/21/2026 51.42%
WULF 3/24/2026 16.41 14.67 27 Y 3/25/2026 5.00% 16.86 14.72 3/27/2026 -12.69% An alert was sent 3/27 to close the position
LUNR 3/23/2026 19.45 17.6 40 Y 3/23/2026 5.00% 20.31 17.52 3/27/2026 -13.74%
BLSH 3/23/2026 n/a (Lotto Trade) 33.12 69.5 Y 3/23/2023 2.00% 39.5 36.2 3/26/2026 -8.35% An alert was sent 3/26 to close the position
VSAT 3/17/2026 48.85 43.79 70 Y 3/17/2026 10.00% 50.18 43.77 3/30/2026 -12.77%
DELL 3/16/2026 153.55 138.2 220 Y 3/16/2026 10.00% 156.58 310 220 4/27/2026 / 5/27/2026 40.50% / 97.9%
NN 3/12/2026 17.6 16.87 24 Y 3/18/2026 10.00% 18.5 16.34 3/30/2026 -11.68% An alert was sent 3/30 to close the position
UMAC 3/10/2026 18.67 17.28 28 Y 3/11/2026 5.00% 19.84 15.5 3/20/2026 -21.88% An alert was sent 3/20 to close te position
INTC 3/10/2026 46.88 42.49 80 Y 3/11/2026 10.00% 47.98 41.08 3/30/2026 -14.38% An alert was sent 3/30 to close the position
LUNR 3/9/2026 n/a (Lotto Trade) 14.79 40 Y 3/9/2026 3.00% 17.8 24.16 5/7/2026 35.73% An alert was sent 5/7 to close the position
UMAC 3/4/2026 14.46 13 28 Y 3/4/2026 5.00% 14.67 15.5 3/20/2026 5.66% An alert was sent on 3/18 to close the position
GEMI (Lotto) 3/4/2026 n/a (Lotto Trade) 5.82 18.3 Y 3/4/2026 2.00% 7.98 6.01 3/18/2026 -24.69% An alert was sent on 3/18 to close the position
APLD 3/4/2026 28.65 26.15 41.35 N 10.00%
TSLA (Call Option) 3/3/2026 n/a (Super Lotto) 368.81 450 Y 3/3/2026 3.00% 26.6 8.11 3/20/2026 -69.51% 1 TSLA Call with a 390 strike and April 17 expiration
CRCL 3/2/2026 88.8 79.9 128 Y 3/2/2026 10.00% 96.14 101.93 128 3/24/2026 / 3/17/2026 6.0% / 33.1% Half the position was reduced on the rally to 128 on 3/17
WOLF (Lotto) 3/2/2026 n/a (Lotto Trade) 16 45 Y 3/2/2026 2.00% 21.82 16.08 3/20/2026 -26.31% An alert was sent 3/20 to close the position
IMVT 3/2/2026 27.77 25.64 42 N 10.00% Trade idea was abandoned 3/16
UTI 2/27/2026 35.9 32.16 50 Y 2/27/2026 10.00% 36.2 35.32 4/9/2026 -2.43%
EQT 2/27/2026 61.17 55.33 81 Y 2/27/2026 10.00% 61.42 61.03 4/1/2026 -0.63%
BE 2/25/2026 168.89 151.99 259 Y 2/26/2026 5.00% 174.74 146.17 3/6/2026 -16.35% An alert was sent to close the position on 3/6/2026
SOXS 2/12/2026 n/a (Lotto) 1.62 2.6 Y 2/12/2026 2.00% 1.78 1.58 2/25/2026 -11.24% An alert was sent to close the position on 2/25
SOXS 2/3/2026 n/a (Lotto Trade) 1.76 3.1 Y 2/3/2026 2.00% 2.05 1.69 2/11/2026 -17.56%
QQQ (put option) 2/3/2026 n/a (Super Lotto) 633.22 (on close above) 582 Y 2/3/2026 2.00% 19.76 16.14 2/25/2026 -18.32% An alert was sent to close the position on 2/25/2026
MGY 1/28/2026 25.26 22.65 38 Y 2/3/2026 5.00% 25.63 29.79 4/8/2026 16.23%
AAOI 1/28/2026 41 36.45 72 Y 1/28/2026 10.00% 45.23 37.7 1/29/2026 -16.65% An alert was sent to sell on 1/29
GDS 1/26/2026 44.76 40.87 68 Y 1/26/2026 9.00% 46.64 41.35 2/4/2026 -11.34% An alert was sent to close the position on 2/4
APLD 1/23/2026 38.21 34.38 56 Y 1/27/2026 5.00% 41.35 37.61 1/29/2026 -9.04% An alert was sent to sell on 1/29
FLNC 1/21/2026 27.08 24.38 36 Y 1/22/2026 10.00% 27.28 28.61 2/4/2026 4.88% An alert was sent on 2/4 to sell
UMAC 1/15/2026 16.53 14.85 28 Y 1/15/2026 10.00% 17.43 14.88 1/29/2026 -14.63% An alert was sent to sell on 1/29
VSAT 1/13/2026 43.46 38.72 63 Y 1/15/2026 10.00% 44.12 39.71 2/4/2026 -10.00% An alert was sent to close the position on 2/4
TSLA (call option) 1/9/2026 n/a (Super Lotto Trade) 429.24 500 Y 1/9/2026 2.00% 19.9 8.6 1/20/2026 -56.78% An alert was sent to close the position on 1/20
HTZ (call option) 1/7/2025 n/a (Super Lotto Trade) 4.85 5.74 Y 1/7/2025 2.00% 1.03 0.39 1/30/2026 -62.14%
XMTR 1/5/2026 66.39 59.47 110 Y 1/5/2026 5.00% 67.83 64.68 1/29/2026 -4.64% An alert was sent to sell on 1/29
CIFR (Lotto Trade) 1/5/2026 n/a (Lotto Trade) 14.39 37 Y 1/5/2026 2.00% 18.02 15.88 1/30/2026 -11.88% An alert was sent to sell on 1/30
JOBY 1/5/2026 15.76 14.36 27 Y 1/5/2026 5.00% 16.04 14.31 1/21/2026 -10.79%
ETHA (Lotto Trade) 1/2/2026 n/a (Lotto Trade) 20.7 37 Y 1/2/2026 2.00% 23.66 21.3 1/29/2026 -9.97% An alert was sent to sell on 1/29
ALAB 12/30/2025 172.62 155.35 263 Y 1/2/2026 10.00% 179.56 157.44 1/29/2026 -12.32% An alert was sent to sell on 1/29
IONQ 12/22/2025 52.55 46.44 84.6 Y 12/22/2025 8.00% 53.89 46.01 12/26/2025 -14.62%
TSLA 12/16/2025 475.31 429.24 670 Y 12/16/2025 10.00% 489.8 420.15 1/20/2026 -14.22% An alert was sent on 1/20 to close the position
LC 12/10/2025 19.53 17.57 30 Y 12/10/2025 10.00% 19.76 19.56 1/28/2026 -1.01%
YOU 12/10/2025 35.85 32.57 60 Y 12/11/2025 10.00% 36.26 35.33 12/29/2025 -2.56%
PLBY 12/4/2025 n/a (Lotto Trade) 1.6 3.65 Y 12/4/2025 2.00% 2.07 1.79 12/15/2025 -13.53%
BMNR 12/3/2025 n/a (Lotto Trade) 26 72 Y 12/3/2025 2.00% 33.61 29.19 12/18/2025 -13.15% An alert was sent on 12/18 to exit the position
GLXY 12/2/2025 n/a (Lotto Trade) 20.86 57 Y 12/2/2025 2.00% 26.05 22.81 12/17/2025 -12.44%
LASR 12/2/2025 36.47 32.8 66 Y 12/2/2025 10.00% 36.95 46.23 1/29/2026 25.12% An alert was sent on 1/29 to close the position
RDDT (call option) 12/1/2025 n/a (Super Lotto Trade) 191.55 275 Y 12/1/2025 2.00% 20 30.35 1/13/2026 51.75% An alert was sent on 1/13 to close the call
BMNR 11/25/2025 n/a (Lotto Trade) 24.33 72 Y 11/25/2025 2.00% 29.89 29.19 12/18/2025 -2.34% An alert was sent on 12/18 to exit the position
RDDT 11/25/2025 208.21 191.55 360 Y 11/25/2025 10.00% 218.59 210.06 1/21/2026 -3.90%
WYNN 11/25/2025 128.88 117.14 200 Y 11/26/2025 10.00% 129.42 116.35 1/7/2025 -10.10%
GCT 11/21/2025 33.77 29.9 50 Y 11/21/2025 10.00% 34.89 38.17 1/27/2026 9.40% An alert was sent on 1/27 to close the position
ETHA (call option) 11/18/2025 n/a (Super Lotto Trade) 21.35 29 Y 11/18/2025 3.00% 2.8 1.48 11/20/2025 -47.14% An alert was sent on 11/20 to close the entire position
KYMR 11/18/2025 64.94 58.45 110 Y 11/21/2025 10.00% 66.2 72.73 1/2/2026 9.86%
XOM 11/11/2025 118.93 113.68 153 Y 11/11/2025 10.00% 119.79 115.32 12/16/2025 -3.73% An alert was sent on 12/16 to close the position at current price levels
RIVN (call option) 11/11/20225 n/a (Super Lotto Trade) 15.23 23 Y 11/11/2025 2.00% 2.02 0.65 11/14/2025 -67.82%
LYFT 11/10/2025 22.84 20.55 35 Y 11/10/2025 10.00% 23.73 19.93 11/20/2025 -16.01% An alert was sent on 11/20 to close the position
ETHA 11/7/2025 n/a (Lotto Trade) 22.8 49 Y 11/7/2025 3.00% 25.69 21.4 11/20/2025 -16.70% An alert was sent on 11/20 to close the position
XPEV 11/7/2025 24.33 21.79 41 Y 11/10/2025 10.00% 26.06 21.09 11/19/2025 -19.07% An alert was sent on 11/19 to close the entire position
MBX 11/5/2025 21.96 19.52 38 Y 11/5/2025 5.00% 22.51 41 1/14/2026 82.14%
PTCT 10/28/2025 68.51 62.01 118 Y 11/5/2025 10.00% 71.79 73.41 12/9/2025 2.26% An alert was sent on 12/9 to close the position
TSLA (call option) 10/27/2025 n/a (Super Lotto Trade) 430.17 505 Y 10/27/2025 3.50% 34.3 6.1 11/13/2025 -82.22%
BMNR 10/24/2025 n/a (Lotto Trade) 41.28 130 Y 10/24/2025 2.00% 50.82 39.46 11/4/2025 -22.35%
ARLO 10/23/2025 18.54 16.67 36 Y 10/23/2025 10.00% 18.77 15.15 11/7/2025 -19.29% An alert was sent on 11/7 to close the entire position
INCY 10/23/2025 88.15 81.66 123 Y 10/23/2025 10.00% 89.31 94.99 12/10/2025 6.36% An alert was sent on 12/10 to exit the entire position
BILI 10/21/2025 29.35 26.3 47 Y 10/24/2025 10.00% 29.46 17.7 11/13/2025 -39.92%
AVDL 10/21/2025 16.2 14.58 26 Y 10/21/2025 10.00% 17.87 18.6 10/22/2025 4.09% The company was bought out so an alert was sent on 10/22 to exit the position
MSTR 10/17/2025 n/a (Lotto Trade) 261.67 475 Y 10/17/2025 3.00% 288.89 279.19 10/22/2025 -3.36% An alert was sent 10/22 to close the position
SOLZ n/a (Lotto Trade) 25.88 50 Y 10/17/2025 3.00% 19.34 17.07 11/3/2025 -11.74%
ETHA n/a (Lotto Trade) 17.75 49 Y 10/17/2025 3.00% 28.92 24.29 11/4/2025 -16.01%
ACHR 10/15/2025 13.64 11.97 20 N 5.00% An alert was sent to abandon the trade instructions on 11/4
DDOG 10/14/2025 164.2 147.8 250 N 10.00% Stock gapped up too high to take a trade
QUBT 10/13/2025 n/a (Lotto Trade) 17.71 46 Y 10/13/2025 3.00% 20.75 17.29 10/20/2025 -16.67%
PLTR (call option) 10/8/2025 n/a (Super Lotto Trade) 168.33 220 Y 10/8/2025 3.50% 18.35 10.7 10/22/2025 -41.69%
MARA 10/8/2025 20.57 18.45 30 Y 10/14/2025 10.00% 22.23 17.77 10/30/2025 -20.06% An alert was sent 10/13 to make this a 10% allocation upon triggering versus 5%
SKYT 10/8/2025 20 17.9 35 N 5.00% An alert was sent 10/13 to make this a 10% allocation upon triggering versus 5%. Another alert was sent 10/21 to abandon trade instructions
BTDR 10/3/2025 18.52 17.09 27 Y 10/3/2025 7.50% 19.45 20.51 27 10/22/2025 / 10/15/2025 5.5% / 38.82% Half the position was reduced at 27.00 for a 39% gain.
TEM 10/2/2025 88.78 80.71 130 Y 10/2/2025 5.00% 89.3 82.64 10/22/2025 -7.46% An alert was sent 10/22 to close the entire position
AMD (call option) 10/1/2025 n/a (Super Lotto Trade) 151.14 186.5 Y 10/1/2025 2.50% 12.68 62.01 10/6/2025 389.04% 2 contracts for ~2.5% of account
BTQ 9/30/2025 n/a (Lotto Trade) 4.7 14 Y 9/30/2025 2.00% 7.02 14 10/7/2025 99.43%
SOLZ 9/24/2025 n/a (Lotto/Trinity Hybrid) 20.8 50 Y 9/24/2025 5.00% 22.89 19.42 10/16/2025 -15.16%
BILI 9/24/2025 26.85 24.12 45 Y 9/25/2025 5.00% 27.34 26.18 11/13/2025 -4.24%
GDS 9/16/2025 39.06 35.08 61 Y 9/17/2025 5.00% 40.16 34.06 10/10/2025 -15.19% An alert was sent on 10/10 to close the position at current price levels
TSLA (call option) 9/11/2025 n/a (Super Lotto Trade) 320.11 425 Y 9/11/2025 3.00% 31.8 81 9/15/2025 154.72%
IONQ 9/10/2025 44.94 40.75 82 Y 9/11/2025 5.00% 47.01 82 10/7/2025 74.43%
QBTS 9/9/2025 15.92 14.81 26 Y 9/9/2025 10.00% 16.17 33 26 10/3/2025 / 9/19/2025 104% / 60.79%
FUBO 9/8/2025 n/a (Lotto Trade) 3.71 8.2 Y 9/8/2025 2.00% 4.14 3.72 10/10/2025 -10.14%
TSLA 9/5/2025 351.67 320.11 500 Y 9/11/2025 5.00% 368.8 405.96 11/13/2025 10.08% An alert was sent on 11/13 to exit all positions
ARQT 9/5/2025 16.89 15.32 23.3 Y 9/5/2025 10.00% 17.21 25.64 23.3 1/12/2026 / 10/28/2025 48.98% / 35.39% Half the position was closed on 10/28 for a 35% gain
ETHA 9/3/2025 n/a (Lotto Trade) 27.91 49 Y 9/3/2025 3.00% 36.74 29.25 10/16/2025 -20.39%
NN 8/27/2025 18 16.42 27 N 5.00%
BIDU 8/26/2025 n/a (Lotto Trade) 83.62 180 Y 8/26/2025 3.00% 92.37 121.9 10/10/2025 31.97% An alert was sent on 10/10 to close the position at current price levels
BZ 8/21/2025 22.44 20.53 38 Y 8/21/2025 10.00% 23.54 21.99 10/10/2025 -6.58% An alert was sent on 10/10 to close the position at current price levels
RKT 8/12/2025 18.12 16.54 25 Y 8/12/2025 5.00% 18.27 18.01 10/2/2025 -1.42% An alert was sent on 10/2/25 to sell the stock at current levels
BABA 8/12/2025 122.58 113.2 180 Y 8/13/2025 10.00% 126.86 159.9 180 10/10/2025 / 9/24/2025 26% / 41.89%
HUT 8/12/2025 21.23 19.45 32 Y 8/12/2025 5.00% 21.58 50 10/10/2025 131.70%
SBET 8/8/2025 n/a (Lotto Trade) 17.14 79.21 Y 8/8/2025 2.00% 24.68 16.99 9/3/2025 -31.16%
HMY 8/5/2025 15.4 14.22 24 Y 8/5/2025 10.00% 15.89 11.9 8/28/2025 -25.11%
HIMS 7/31/2025 68.74 61.86 110 N 5.00%
SMCI 7/30/2025 60.25 54.47 90 Y 7/30/2025 5.00% 60.73 46.79 8/6/2025 -22.95%
TSLA 7/30/2025 332.56 300.5 500 Y 8/11/2025 10.00% 339.13 405.96 11/13/2025 19.71% An alert was sent on 11/13 to exit all positions
APLD 7/24/2025 n/a (Lotto Trade) 9.18 24 Y 7/24/2025 2.00% 11.16 13.91 9/5/2025 24.64%
TCOM 7/23/2025 64.56 58.67 98 Y 8/20/2025 10.00% 64.87 71.09 71.08 10/9/2025 / 10/8/2025 9.57% An alert was sent on 10/8 to close half the position at 71.08.
B 7/22/2025 21.6 20.46 28 Y 7/22/2025 10.00% 21.75 32.78 28 9/30/2025 / 9/5/2025 51% / 28.74%
ALAB 7/18/2025 99.86 90.32 145.8 Y 7/18/2025 10.00% 102.18 205.3 164.99 9/24/2025 / 8/6/2025 101% / 61.47%
GLXY 7/16/2025 n/a (Lotto Trade) 19.46 38 Y 7/16/2025 2.00% 22.65 24.1 8/19/2025 6.40%
PCT 7/14/2025 15.46 13.76 25 Y 7/14/2025 5.00% 15.69 14.03 7/29/2025 -10.58%
MSTR 7/10/2025 421.61 379.45 600 Y 7/10/2025 5.00% 421.75 394.64 7/29/2025 -6.43%
FUTU 7/8/2025 124.33 112.75 175 Y 7/8/2025 5.00% 130.53 141.67 8/1/2025 8.53%
RGTI 7/2/2025 12.16 10.8 18.39 Y 7/2/2025 10.00% 13.08 14.95 7/22/2025 14.30% An alert was sent on 7/22 to exit position
RIOT 6/26/2025 10.55 9.44 14.97 Y 6/30/2025 5.00% 11.29 14.97 7/21/2025 32.60%
NBIS 6/24/2025 50.46 46.3 76 Y 6/24/2025 5.00% 51.02 46.04 7/9/2025 -9.76%
SMCI 6/16/2025 n/a (Lotto Trade) 38.89 90 Y 6/16/2025 2.50% 43.43 46.79 8/7/2025 7.74%
TEM 6/10/2025 68.91 62.05 130 Y 6/10/2025 10.00% 69.35 59.46 7/1/2025 -14.26%
ARQQ 6/6/2025 LOTTO TRADE 18.48 47 Y 6/6/2025 2.50% 23.15 47 7/21/2025 103.02%
AMD 6/3/2025 117.72 105.95 172 Y 6/4/2025 8.00% 118.58 162.63 172 7/28/2025 45.05% / 37.14%
CORZ 5/27/2025 11.16 10.05 15.98 Y 5/27/2025 5.00% 11.27 15.98 6/26/2025 41.79%
QUBT 5/23/2025 LOTTO TRADE 11.28 13.95 Y 5/23/2025 2.00% 13.95 17.43 7/11/2025 24.95%
DASH 5/21/2025 205.4 184.85 275 Y 5/23/2025 5.00% 206.17 275 8/7/2025 33.39%
ACHR 5/14/2025 11.51 10.05 17.5 Y 5/14/2025 5.00% 11.84 9.72 6/2/2025 -17.91%
LQDA 5/14/2025 16.05 15.26 24 Y 5/14/2025 10.00% 18.65 15.54 5/22/2025 -16.68%
HOOD 5/13/2025 65.28 58.75 95 Y 5/27/2025 10.00% 66.03 110 95 7/1/2025 43.87% / 66.5%
PLTR 5/13/2025 124.62 100.82 175 Y 5/13/2025 10.00% 128.05 175 157.72 8/5/2025 / 8/19/2025 36.67% / 23.1%
NNE 5/13/2025 26.46 24.06 40 Y 5/13/2025 5.00% 27.38 32.5 7/1/2025 18.70%
COIN 5/12/2025 209.64 190 300 N 10.00% Stock gapped up too far above stick point after being added to S&P 500
TSLA 5/8/2025 292.98 263.7 405 Y 5/9/2025 10.00% 298.27 284.7 6/6/2025 -4.55%
UBER 5/8/2025 86.34 77.75 110 Y 5/12/2025 5.00% 88.14 90.73 7/16/2025 2.94%
QBTS 5/1/2025 7.6 6.91 11.18 Y 5/2/2025 5.00% 7.93 6.89 5/7/2025 -13.11%
MRCY 4/29/2025 49.88 45.77 65 Y 4/29/2025 5.00% 50.16 44.88 5/14/2025 -10.53%
RGTI 4/24/2025 9.42 9.14 14 Y 5/2/2025 5.00% 10.66 10.89 6/6/2025 2.16% A special alert was sent to buy intraday but only 5% position and with a higher stop at 9.14.
TTWO 4/23/2025 217.95 200.5 305 Y 4/24/2025 10.00% 222.71 228.64 243.05 6/24/2025 9.13% / 2.7% An alert was sent on 6/24 to reduce the position by half to make way for the NBIS trade
MSTR 4/22/2025 324.59 292.15 475 Y 4/22/2025 10.00% 343.02 394.64 7/29/2025 15.05%
GRPN 4/16/2025 19.05 17.15 28 Y 4/24/2025 10.00% 19.63 16.78 5/5/2025 -14.52%
PLTR 4/15/2025 96.75 87.05 125 Y 4/15/2025 5.00% 98.39 125 5/5/2025 27.05%
ADMA 4/15/2025 22.62 20.35 30 Y 4/28/2025 10.00% 23.83 19.97 5/9/2025 -16.20% A special alert was sent to enter positions intraday after a nice breakout above the stickpoint on 4/28/2025
KGC 4/9/2025 12.85 11.79 19 Y 4/9/2025 5.00% 13.02 13.7 5/12/2025 5.22%
IONQ 4/9/2025 26.12 23.5 34 Y 4/9/2025 5.00% 26.37 41.9 7/22/2025 58.89% An alert was sent on 7/22 to exit position
UBER 4/2/2025 76.51 69.51 110 Y 4/24/2025 10.00% 78.09 90.73 7/16/2025 16.19%
CVX 3/26/2025 166.33 150.81 240 Y 3/26/2025 10.00% 167.97 146.16 156.42 4/3/2025 -6.78% / -12.98% An alert was sent on 4/3/2025 to sell half at current price levels.
MSTR 3/24/2025 337.73 304 620 Y 3/25/2025 10.00% 341.81 289.41 3/28/2025 -15.33%
AU 3/18/2025 33.6 30.38 52 Y 3/18/2025 10.00% 34.21 38.8 5/14/2025 13.42% An alert was sent on 5/14/25 to close the position at current price levels
YMM 3/17/2025 13.28 12.19 18.5 Y 3/17/2025 10.00% 13.68 11.11 4/4/2025 -18.79%
JD 3/6/2025 44.14 40.24 66 Y 3/17/2025 10.00% 45.21 39.92 4/3/2025 -11.70%
BEKE 3/5/2025 23.5 22.11 31 Y 3/5/2025 10.00% 24.38 21.55 3/20/2025 -11.61%
EVER 3/4/2025 26.88 24.2 36 Y 3/17/2025 10.00% 28.05 22.64 24.75 4/3/2025 -11.76% / -23.8% An alert was sent on 4/3/2025 to sell half at current price levels.
MASI 3/3/2025 190.47 175.25 240 Y 3/3/2025 10.00% 190.81 174.52 3/7/2025 -8.54%
EXEL 2/26/2025 37.27 35.09 48 Y 2/26/2025 5.00% 37.53 34.56 4/4/2025 -7.91%
PAAS 2/20/2025 25.85 23.86 36 Y 3/17/2025 10.00% 26.7 21.89 4/4/2025 -18.01%
TME 2/19/2025 13.73 12.44 21 Y 2/21/2025 10.00% 14.38 12.19 2/28/2025 -15.23%
NTES 2/11/2025 104.97 96.03 190 Y 2/11/2025 5.00% 105.52 92.35 4/7/2025 -12.48%
ATAT 2/11/2025 29.45 26.9 43 Y 2/13/2025 10.00% 29.56 28.79 3/10/2025 -2.60%
GDS 2/10/2025 28.84 25.95 48 Y 2/10/2025 10% (5% post-reduction) 29.25 37.94 49.56 2/20/2025 / 2/27/2025 69.44% / 30%
DAVE 2/6/2025 103.96 93.55 170 Y 2/6/2025 10.00% 108.31 103.92 2/11/2025 -4.05% An alert was sent to close position on 2/11/2025 to make room for ATAT trade
GAMB 2/6/2025 15.95 14.53 24 Y 2/6/2025 5.00% 15.99 14.69 2/21/2025 -8.13% An alert was sent to close position on 2/21/2025
MGNI 2/4/2025 18 16.42 30 Y 2/6/2025 10.00% 19.14 17.78 2/21/2025 -7.11% An alert was sent to close position on 2/21/2025
WWW 1/28/2025 24.25 22.05 40 N 10.00% Announced to drop trade on 2/5/2025
DBX 1/28/2025 32.54 30.09 47 Y 1/28/2025 10.00% 32.67 27.5 2/21/2025 -15.82% Announce to sell on 2/21 after gapping down following earnings
GTLB 1/28/2025 67.19 62.93 127 Y 1/28/2025 10.00% 72.76 64.9 2/21/2025 -10.80% An alert was sent to close position on 2/21/2025
OSPN 1/28/2025 19.71 18.02 30 Y 1/28/2025 10.00% 19.995 18.5 2/19/2025 -7.48% An alert was sent to close position on 2/19 to raise cash for TME trade.
FTDR 1/27/2025 56.54 54.1 100 Y 1/27/2025 10.00% 61.11 56.73 2/21/2025 -7.17%
BYRN 1/23/2025 31.14 28.05 60 Y 1/23/2025 10.00% 32 27.02 1/31/2025 -15.56%
BE 1/23/2025 27.21 24.55 48 Y 1/23/2025 5.00% 27.67 21.96 1/27/2025 -20.64% An alert was sent on 1/27/2025 to close position
LITE 1/21/2025 94.9 88.4 154 Y 1/21/2025 10.00% 97.46 74.22 1/27/2025 -23.85% An alert was sent on 1/27/2025 to close position
SMTC 1/15/2025 69.1 62.2 129 Y 1/15/2025 10.00% 72.56 56.79 1/27/2025 -21.73% An alert was sent on 1/27/2025 to close position
KGC 1/15/2025 10.71 9.69 19 Y 1/28/2025 10.00% 10.88 13.7 5/12/2025 25.92% An alert was sent on 1/28 to increase position size to 10%
PLNT 1/14/2025 102.01 94.17 140 Y 1/14/2025 5.00% 104.61 105.35 1/23/2025 0.71% An alert was sent to sell PLNT to make room for BE on 1/23/2025
SITM 1/14/2025 236.48 214.53 420 Y 1/15/2025 10.00% 242.74 196 1/27/2025 -19.26% An alert was sent on 1/27/2025 to close position
NBIS 1/14/2025 36.77 33.09 51 Y 1/14/2025 10.00% 36.88 27.08 1/27/2025 -26.57% An alert was sent on 1/27/2025 to close position
WIX 1/13/2025 229.35 210.27 320 Y 1/14/2025 10.00% 236.35 220.7 2/10/2025 -6.62% An alert was sent to exit position on 2/10 for GDS trade
VST 1/10/2025 166.61 149.66 220 Y 1/10/2025 10.00% 166.81 137.75 1/27/2025 -17.42% An alert was sent out 1/27 to close position
SSNC 1/8/2025 77.36 72.9 110 Y 1/15/2025 10.00% 78.41 79.52 79.69 1/23/2025 / 1/21/2025 1.41% / 1.62% An alert was sent out 1/21/2025 to sell half to raise cash for LITE; another was sent out 1/23/2025 to raise cash for BYRN
QBTS 1/3/2025 9.91 8.9 19.5 Y 1/6/2025 5.00% 10.21 5.15 1/8/2025 -49.56% Stock gapped down below stop at the open. Trade update sent out to exit positions.
SRAD 12/31/2024 17.73 16.47 28 Y 1/3/2025 10.00% 17.76 22.01 2/21/2025 23.93% Alert sent to close position on 2/21/2025
GDYN 12/23/2024 20.5 18.45 34 Y 12/24/2024 10.00% 20.53 20.4 1/10/2025 -0.63% Alert sent out to close position on 1/10/2025
DOCS 12/20/2024 55.53 52.14 100 Y 12/20/2024 10.00% 57.83 51.89 1/10/2025 -10.27% Alert sent out to close position on 1/10/2025
JOBY 12/18/2024 8.95 8.05 17.3 Y 12/26/2024 10.00% 9.16 7.96 1/13/2025 -13.10%
ARQQ 12/17/2024 26.96 24.25 38 N 5.00% Stock surged too much above the stick point, so we had to let it go.
NTGR 12/12/2024 25.51 23.09 41 Y 12/16/2024 10.00% 25.8 27.05 2/6/2025 4.84% Alert sent on 2/6/2025 to close position to raise cash for DAVE trade
AOSL 12/3/2024 47.03 43.25 70 Y 12/4/2024 10.00% 49.16 45.2 12/14/2024 -8.06%
UPST 11/26/2024 81 77.08 152 Y 12/13/2024 10.00% 84.46 73.32 12/18/2024 -13.19%
SG 11/22/2024 42.2 37.95 75 Y 11/22/2024 5.00% 43.4 37.31 12/9/2024 -14.03% Announced to sell position on 12/9/2024 at market
ALAB 11/19/2024 99.3 95.18 135 Y 11/21/2024 10.00% 104.12 123.32 135 1/21/2025 / 12/16/2024 18.4% / 29.66% Alert sent out to close remaining position on 1/21/2025
CCJ 11/19/2024 58.02 53.59 80 Y 11/21/2024 5.00% 60.93 54.58 12/13/2024 -10.42% Announced to sell in special portfolio update on 12/23/2024.
SQ 11/13/2024 85.72 78.85 140 Y 11/13/2024 10.00% 85.82 83.11 1/10/2025 -3.16% Alert sent out to close position on 1/10/2025
BKE 11/12/2024 45.67 44.18 75 Y 11/12/2024 10% (5% post-reduction) 47.61 48.57 53.79 12/4/2024 / 1/15/2025 12.98% / 2% Sent message to reduce position by half on 12/4/2024 to make room for AOSL trade. Another message was sent on 1/15/2025 to make room for KGC trade.
SHOP 11/11/2024 90.72 83.45 135 N 10.00% Stock gapped up 20% above the stick point so we had to let it go without buying
LUNR 11/11/2024 10.99 9.9 18 Y 11/11/2024 5.00% 11 17.86 1/10/2025 62.36%
COIN 11/8/2024 265.15 243.95 400 Y 11/8/2024 10.00% 270.74 255.49 12/30/2024 -5.63%
AFRM 11/7/2024 51.24 46.48 93 Y 11/11/2024 10.00% 57.59 55.83 1/10/2025 -3.06% Alert sent out to close position on 1/10/2025
MRVL 11/4/2024 85.09 79.4 140 Y 11/5/2024 10.00% 87.19 105.26 12/18/2024 20.72%
WCC 11/1/2024 193.83 177.8 265 N 10.00% Stock gapped up well above the buy point, skewing risk-reward. We are passing on this opportunity.
SMR 10/24/2024 19.07 17.32 29 N 5.00% Stock accelerated too fast above the stick point. Let this one go as it’s messing up the risk-reward setup.
MSTR 10/18/2024 212.59 193.42 280 Y 10/18/2024 10% (5% post-reduction) 215.86 326.46 280 11/7/2024 / 12/19/2024 29.71% / 51% Captured profits on half of position on rally to 280 on 11/7/24 for 30% gain
TDS 10/15/2024 24.64 22.29 36 Y 10/15/2024 5.00% 24.74 33.89 12/4/2024 36.98% Noted to sell position on 12/4/2024 to make room for AOSL trade
RDDT 10/9/2024 73.85 67.47 107 Y 10/14/2024 10% (5% post-reduction) 74.87 214.65 107 2/11/2025 / 10/30/2024 186.7% / 42.91% Captured profits on half of position on rally to 107 for a 42.9% gain. An alert was sent on 2/11 to close remaining position for NTES trade
SG 10/1/2024 37.65 34.18 64 Y 10/8/2024 10.00% 38.21 33.67 11/14/2024 -11.88% Special portfolio update sent on 10/10/24 to increase to 10% position
GATO 9/24/2024 15.84 15.25 25 Y 9/25/2024 10.00% 16.26 15.25 11/11/2024 -6.21% Announced to sell in trade announcement on 11/11/2024
RUN 9/19/2024 21.5 19.34 30 N 5.00% Announced to abandon trade instructions
CORZ 9/11/2024 10.32 13.02 16 Y 9/12/2024 10.00% 10.39 14.45 16 11/7/2024 / 12/18/2024 53.99% / 39% Sold half on 11/7/2024
SATS 9/11/2024 22.4 20.6 30 Y 9/13/2024 5.00% 24.26 30 9/27/2024 23.66% Captured all profits on 9/27/2024
PI 9/10/2024 181.5 166.44 230 Y 9/12/2024 10% (5% post-reduction) 184.13 190.81 230 10/9/2024 24.91% / 5.1% Noted to sell remaining position on 10/24 to make room for SMR trade
DNLI 9/10/2024 25.6 23.55 35 Y 9/10/2024 10.00% 26.34 25.5 10/10/2024 -3.19% Special portfolio update sent on 10/10 that stated to sell all at current levels
RGLD 9/6/2024 141.8 127.93 200 Y 9/13/2024 10% (5% post-reduction) 143.22 141.32 143.98 11/12/2024 -1.33% / 0.53% Noted to reduce half on 10/15/2024 to make room for TDS trade
GEN 8/29/2024 26.35 24.25 34 Y 8/29/2024 5.00% 26.42 27.51 10/18/2024 4.13% Noted to sell on 10/18/2024 to make cash for MSTR
MOD 8/29/2024 119.42 108.12 155 Y 8/30/2024 10.00% 121.55 106.03 9/4/2024 -12.77%
IOT 8/27/2024 42.06 38.7 52 Y 9/6/2024 5.00% 44.02 50.13 12/9/2024 13.88% Announced to sell position on 12/9/2024 at market
CORZ 8/23/2024 10.39 9.35 16 Y 8/23/2024 10.00% 10.78 9.32 9/6/2024 -13.54% It closed above the weekly stick point, so we are long.
VKTX 8/22/2024 66.63 59.95 95 Y 9/13/2024 10.00% 66.76 63.14 11/4/2024 -5.42%
META 8/21/2024 539.91 488.92 685 Y 9/19/2024 5.00% 559.1 560.67 579.19 10/18/2024 / 11/22/2024 3.5% / 0% Noted to sell half on 10/18/2024 to raise cash for MSTR
APP 8/20/2024 87.93 79.79 116 Y 8/21/2024 10% (5% post-redux) 90.88 230.67 116 9/16/2024 / 11/7/2024 27.64% / 154% Captured half profits on move to 116 price target. Sold the other half after earnings beat on 11/7/2024.
SHAK 8/15/2024 109.27 100.5 140 Y 8/15/2024 10.00% 109.63 99.41 8/30/2024 -9.32%
LNG 8/13/2024 183.25 172.24 227 Y 8/14/2024 10.00% 184.19 180.67 9/24/2024 -1.91% Announced to sell on 9/24/2024 to make room for new position
CVNA 8/9/2024 146.52 131.85 240 Y 8/15/2024 5.00% 151.43 130.72 9/10/2024 -13.68%
BDC 8/6/2024 100.52 92.69 170 Y 8/16/2024 10.00% 101.55 118.33 123.42 11/13/2024 / 11/19/2024 21.54% / 16.5% Noted to sell half on 11/13/2024 to raise cash for SQ trade. 22% profits on this portion.
CRL 7/30/2024 240.13 218.24 375 Y 7/30/2024 5.00% 245.3 202.5 n/a 8/7/2024 -17.45% Stock gapped down after strong earnings and an email update was sent on 8/7 to alert to exit now.

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