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My planned long term portfolio for my Robinhood is coming along. Trying to make it better for the long run. The trading portfolio is also improving as well.
My long terms
$NBIS - still my top holding, not adding
$ORCL - adding on dips, currently at buy price
$UBER - priority add right now
$VST - priority add right now
$APP - adding on dips
$AMKR - not adding
$SOFI - considering adding more
$KTOS - adding on dips
$IONQ - just a small slice
$QXO - slowly adding
My possible long terms
$ONDS - not adding
$ASTS - considering adding more
$AAOI - not adding
$KRMN - waiting on recovery, i really want to make this a long term
$KRKNF - considering adding more
Possible additions:
$AVGO - if it dips further
I’m thinking of adding a healthcare/biotech long term but undecided
This AI stock selloff totally took me by surprise. My portfolio is worse than the March or July lows but I also have more cash now than before which I deployed today.
These are the stocks I’m looking to build and add to
$CRDO - My future multibagger
$AKAM - My AI/Cybersecurity bet
$SMTC - My semi play
$MKSI - Will add more
$IESC - Will continue to DCA, this stock has been hit bad because of the data center raucous
$SKHY - Will buy back asap
$ALM - Minerals
$IONQ - Quantum is the future
$MOG.A - My Defense bet
$HAWK - My Space bet
$QXO - My Industrials bet
$SOFI - Fintech of the Future
$CELH - Consumer
$FRVO - Geothermal Energy
$XE - Nuclear Power
These stocks I already own and I’m deciding if I want to keep long term
$APLD
$ORCL
$KTOS
$ASTS
$ONDS
$KRKNF
$QNT
$LAES
$IPX
$USAR
$COHR
$BRUN
Stocks I really want to own long term but not at their current price
$PLTR
$SPCX
I bought a lot today. Crazy I know.
My Robinhood trades: I am only able to do these trades today from selling $APP it has served its purpose.
Sold:
$ETON after outstanding earnings.
Bought more:
$MKSI
$IESC
$COHR
$AKAM - despite mixed earnings the price dropped initially and recovered same day, I might add some more for a long term keep.
$IONQ - still the king of Quantum
$QNT
$APLD
$RDW
$ASTS - make or break next week’s earnings
$AEHR
$AAOI - not the best earnings, i fear there will be more drawdown
$AXTI
$USAR
$ALM
Bought back:
$CRWV
$CELH
$CRDO
$NVDA
New entry:
$MOG.A - my new defense stock
Took a leap of faith and bought these yesterday and added more today before earnings. Now I know nothing about this company but buying something outside of AI just felt right. It paid off. $ETON
AI. Energy. Defense. Rare earths. Space. Quantum. All the sectors that Trump pumped. All down the drain. Smh
The victim of Dems winning. Will this stock go die or will it be one of the best opportunities in the market. $STRL
My Robinhood trades today:
Sold:
$SKHY
$MOD
$VST
$APP - Trimmed my lower average shares for small gains from the dip last Friday
I still like all those companies but I had to take whatever gains I got and raise some cash coz I’m thinking we have some more drawdown and maybe I can even buy them cheaper than my previous average
Added more:
$ASTS - Will we go lower than $36, I hope not.
$IESC
$BRUN
$AEHR - added more pre earnings. I feel more confident adding more shares even at a higher average now after their monster earnings beat.
$RDW
FABRINET $FN Q1’27 EARNINGS HIGHLIGHTS
🔹 Revenue: $1.47B (Est. $1.4B) 🟢; +51% YoY
🔹 Adj. EPS: $4.34 (Est. $4.19) 🟢; +49% YoY
🔹 Non-GAAP Net Income: $157.4M; +49% YoY
Q2 FY27 Guide:
🔹 Revenue: $1.6B-$1.65B (Est. $1.48B) 🟢
🔹 Adj. EPS: $4.77-$4.92 (Est. $4.41) 🟢
🔹 GAAP EPS: $3.81-$3.96
Key Updates:
🔹 Share Repurchases: Additional $103.0M; $637.3M aggregate authorization
Comments:
🔸 “Broad-based demand across multiple significant programs drove these results, with new product ramps further supporting our growth. We enter the second quarter with exceptional momentum that makes us confident that we can deliver another strong performance.”
Alright this stock better be back to over $100 end of year and $200 next year. $AEHR
Very important week for the AI/tech sector coming and for my portfolio
$AAPL
$PLTR
$AMD
$ANET
$ARM
These 3 I don’t hold but they will affect how the market reacts this week
$FN
$AEHR
$MOD
$OUST
$COHR
$APP - most important earnings for my portfolio this week
$MKSI
$RDW
$IONQ
$QXO
$KTOS
$AAOI
$QNT
$VST
$ALM
I’m looking to play into earnings on some names. 😁🤑









