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Gm dear have a wonderful day

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Half-way through the year, portfolio is up +114.5% vs. +18.8% for S&P-500 (zero $NVDA exposure) There have been winners & losers, but the high conviction positions outweighed The big winners: $TSM $MU $HOOD $AMZN $TMDX $NVAX $CLS $SLV $GOOGL $MGNI $AVGO $TREE $CDNA $TSLA $INDA https://t.co/9oLgpRC35E

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Exactly!

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Half-way through the year, portfolio is up +114.5?s. +18.8?or S&P-500 (zero $NVDA exposure) There have been winners & losers, but the high conviction positions outweighed The big winners: $TSM $MU $HOOD $AMZN $TMDX $NVAX $CLS $SLV $GOOGL $MGNI $AVGO $TREE $CDNA $TSLA $INDA https://t.co/9oLgpRC35E

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