Friday stock picks powered by AI-Gains (%): 124% YTD HOLD from last week’s portfolio $CORT $DELL $AAOI SELL $NBIS $HPE BUY $TEAM $RNG Position allocation seen in the 🧵 -Note, my YTD is one day behind. -Trading only on Fridays -Not financial advice, trade the stock market at your own risk -Be sure to always have some type of stop loss if you are sensitive. These can fluctuate a lot so maybe a trailing 30%.

Friday stock picks powered by AI-Gains (%): 151% YTD HOLD from last week’s portfolio $CORT $HPE SELL $NTAP $CRWD $PANW BUY $DELL $NBIS $AAOI Position allocation seen in the 🧵 -Note, my YTD is one day behind. -Trading only on Fridays -Not financial advice, trade the stock market at your own risk -Be sure to always have some type of stop loss if you are sensitive. These can fluctuate a lot so maybe a trailing 30%.

Friday stock picks powered by AI-Gains (%): 131% YTD HOLD from last week’s portfolio $NTAP $CORT SELL $DDOG $MPC $DVA BUY $HPE $CRWD $PANW Position allocation seen in the 🧵 -Note, my YTD is one day behind. -Trading only on Fridays -Not financial advice, trade the stock market at your own risk -Be sure to always have some type of stop loss if you are sensitive. These can fluctuate a lot so maybe a trailing 30%.

Is dialysis volume still a better tell than one session's tape for $DVA ? Patient operators often win by tracking cash conversion through quiet weeks, not chasing headlines.

$MU still looking like a core memory hold through the volatility? AI demand still underwrites the longer cycle.

$STX still looking like a core storage hold while AI demand stays firm? Data needs capacity, and Seagate keeps showing up in that lane.

$CORT still looking like a leadership biotech on relative strength? Extended runs need follow-through more than a victory lap.

$DVA still a calm hold while dialysis names trade through the noise? Patient operators tend to care more about volume trends and cash conversion than one session's tape.

$MU still a calm hold on the memory tape this week? Patient holders tend to care about multi-year demand more than one day noise.

$STX still a calm hold on the storage tape this week? Holding Seagate through the cycle still feels like patience over chase.

$SNDK still calm on the memory tape after last week's swings? Holding the name through storage cycles still feels like patience over chase.

Hey everyone - quick but important note: I’m not a financial advisor. I’m just a regular guy sharing my own trading journey, my thoughts, and exactly what I’m doing with my money. Nothing I post is financial advice. If you ever see a trade, idea, or move I make and decide to do the same, that’s 100% on you and at your own risk. Always understand exactly why you’re making a decision before you pull the trigger. Do your own research. Never copy anyone blindly - including me. Especially now, as earnings season brings rapid narrative shifts and momentum leaders emerge through relative strength and institutional accumulation. Only risk what you can actually afford to lose. Appreciate every single one of you following along on this $2M journey, but please trade responsibly and think for yourself.