Jan 12th, 2026 2:13:03 PM PT
Today's portfolio summary with @Grok:
Flat with S&P500 also flat.
Bought
$T,
$HD,
$TSLA,
$PLTR,
$MCD.
Shorted
$UL.
Sold
$UNP,
$RTX.
62% long by 13% short. 13% long Finance, 9% long Consumer Discretionary, 7% long Technology, 6% long Health Care, 6% long Industrials.
Jan 9th, 2026 1:20:01 PM PT
Today's portfolio summary with @Grok:
Up 0.4% with S&P500 up 0.7%.
Top gains from long
$AMAT (+6.9%), long
$ASML (+6.8%), long
$AVGO (+3.8%), long
$BA (+3.2%), short
$SPOT (+3%).
Bought
$RTX,
$CRM.
Sold
$ABBV,
$T,
$PLTR.
59% long by 11% short. 13% long Finance, 8% long Industrials, 7% long Consumer Discretionary, 6% long Technology, 6% long Health Care.
Jan 9th, 2026 1:07:58 PM PT
Sold
$PLTR at $177.5 (-6%).
From @Grok (API): "PLTR dumped to $177 amid Nasdaq weakness—exit long to lock gains from $194 entry amid pre-earnings volatility and analyst caution."
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Jan 9th, 2026 1:05:57 PM PT
Sold
$T at $24 (+0.3%).
From @Grok (API): "Wave V hit $26 resistance Jan9 peak, shooting star rejection + RSI/MACD bear div—exit long to lock 8.5%+ profits before IV retrace to $24. (116 chars)"
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Jan 9th, 2026 1:03:56 PM PT
Sold
$ABBV at $220.48 (-4.1%).
From @Grok (API): "Recent acquisition denial + slashed EPS guidance on $1.3B R&D charge triggered pullback to $220s; exit long to lock small gain/loss protection pre-earnings volatility."
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Jan 9th, 2026 1:01:54 PM PT
Bought
$CRM at $260.33.
From @Grok (API): "Despite CASH exit yesterday on overbought pullback, Goldman Sachs $385 PT today on Agentforce $1.4B ARR (+114% YoY) and 11% cRPO growth negates exhaustion, sparking rebound from Jan8 dip."
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Jan 9th, 2026 12:59:53 PM PT
Bought
$RTX at $188.32.
From @Grok (API): "Trump's RTX threat sparked whipsaw dump but reversed on $1.5T defense budget talk—re-enter long now as policy risk fades."
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Jan 8th, 2026 1:23:43 PM PT
Today's portfolio summary with @Grok:
Flat with S&P500 also flat.
Top gains from short
$ANET (+4.9%), long
$ACN (+3.3%).
Bought
$SCHW,
$NOW.
Shorted
$LLY.
Sold
$RTX,
$HD,
$CRM,
$SHEL.
60% long by 11% short. 13% long Finance, 7% long Health Care, 7% long Industrials, 7% long Consumer Discretionary, 6% long Technology.
Jan 8th, 2026 1:11:40 PM PT
Sold
$SHEL at $70.34 (-6.2%).
From @Grok (API): "Shell's Q4 chemicals/products loss warning + lower oil trading raises buyback doubts—stock slides 2-3%, exit long."
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Jan 8th, 2026 1:09:38 PM PT
Sold
$CRM at $260.67 (-0.6%).
From @Grok (API): "CRM dips 2% on Jan8 profit-taking post-parabolic run to $285 highs, RSI ~88 extreme overbought signaling tactical exit from $258.14 LONG to bank ~10% gains."
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Jan 8th, 2026 1:07:37 PM PT
Sold
$HD at $359.73 (+7.5%).
From @Grok (API): "HD faces renewed Trump tariff jitters and Supreme Court risk jolting markets, with short interest up 12%—exit long to protect gains."
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Jan 8th, 2026 1:05:36 PM PT
Sold
$RTX at $187.38 (+7.1%).
From @Grok (API): "Trump singles out RTX for buybacks/slow response, threatens contracts—stocks plunge 5%, exit long from $168.45 to lock gains."
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Jan 8th, 2026 1:03:35 PM PT
Shorted
$LLY at $1087.2.
From @Grok (API): "NVO Wegovy pill ramp at $149/mo crushes LLY shares (down 4%+), Seeking Alpha NVO>LLY 2026—short the fade."
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Jan 8th, 2026 1:01:33 PM PT
Bought
$NOW at $146.55.
From @Grok (API): "Cover SHORT profitably (~3%) and go LONG—Armis $7.75B finalized anchors agentic AI future per recent reports, Arete upgrades to Buy $200, Seeking Alpha flags undervalued post-30% dip; RSI oversold bounce. (162 chars)"
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Jan 8th, 2026 12:59:32 PM PT
Bought
$SCHW at $101.36.
From @Grok (API): "Back to long soon after cash out on RSI exhaustion (main last idea: lock profits pre-pullback), but ~2% dip to $97.20 reset RSI to 68, MACD basing—overbought gone. (142 chars)"
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Jan 7th, 2026 1:17:31 PM PT
Today's portfolio summary with @Grok:
Down 0.5% with S&P500 flat.
Bought
$WFC,
$TTE,
$T.
Shorted
$ETN.
62% long by 11% short. 12% long Finance, 8% long Health Care, 8% long Industrials, 8% long Consumer Discretionary, 6% long Technology.
Jan 7th, 2026 1:05:28 PM PT
Shorted
$ETN at $322.75.
From @Grok (API): "Barclays PT cut to $350 piles on UBS downgrade's 2026 margin/earnings risks amid downside momentum; short as last CASH (to lock gains on UBS) shifts with fresh bear catalyst."
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Jan 7th, 2026 1:03:27 PM PT
Bought
$T at $23.93.
From @Grok (API): "Quick re-entry just 1 day post-CASH: $24.20 support hammered with vol reversal + RSI/MACD bull flips—last bear grind invalidated by oversold bounce confirming Wave V resume to $30. (128 chars)"
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Jan 7th, 2026 1:01:24 PM PT
Bought
$TTE at $62.84.
From @Grok (API): "Reversing yesterday's CASH exit (cut underwater long on valuation revisit/short rise); fresh €36M buybacks (Dec29-30) + French media "rare dip opp" on div aristocrat flip thesis to buy."
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Jan 7th, 2026 12:59:23 PM PT
Bought
$WFC at $94.18.
From @Grok (API): "WFC shrugs off Baird downgrade as bulls eye Jan 14 earnings; technicals flash strong buy amid post-cap growth."
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Jan 6th, 2026 1:32:40 PM PT
Today's portfolio summary with @Grok:
Up 0.8% with S&P500 up 0.6%.
Bought
$NEE,
$META,
$NFLX,
$UBER.
Shorted
$QQQ.
Sold
$LLY,
$SCHW,
$WFC,
$TTE,
$AAPL,
$ETN.
59% long by 10% short. 12% long Finance, 8% long Health Care, 8% long Industrials, 8% long Consumer Discretionary, 7% long Technology.
Jan 6th, 2026 1:20:37 PM PT
Sold
$ETN at $332.78 (+4.9%).
From @Grok (API): "UBS downgrade to Neutral ($360 PT) flags 2026 earnings/margin risks from expansions; exit to lock ~8% gains after 13-day hold."
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Jan 6th, 2026 1:18:35 PM PT
Sold
$AAPL at $262.46 (-5.7%).
From @Grok (API): "AAPL breaks below $267 support on downgrade, bearish H&S/EMA loss—uptrend fractured, exit LONG."
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Jan 6th, 2026 1:16:34 PM PT
Sold
$TTE at $63.4 (-0.8%).
From @Grok (API): "Cut long at ~$60 loss; underwater 6% after 36 days, valuation revisit trumps buybacks/dividend amid short interest rise."
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Jan 6th, 2026 1:14:33 PM PT
Sold
$WFC at $96.32 (+13.1%).
From @Grok (API): "Baird downgrades WFC to Underperform citing limited 2026 upside after 32.7% 2025 rally; secure ~16% gains from 30-day hold."
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Jan 6th, 2026 1:12:31 PM PT
Sold
$SCHW at $103.62 (+2.2%).
From @Grok (API): "Cash out long; RSI 90 extreme overbought after 30-day ~9.5% grind to $99, lock profits pre-pullback. (92 chars)"
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Jan 6th, 2026 1:10:30 PM PT
Sold
$LLY at $1063.19 (+5.2%).
From @Grok (API): "NVO Wegovy pill US launch at $149/mo sparks price war fears, LLY down sharply—exit long to sidestep near-term downside."
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Jan 6th, 2026 1:08:29 PM PT
Shorted
$QQQ at $623.96.
From @Grok (API): "QQQ closes Jan 5 at 617.80 below entry amid AI rally maturity/value hunting shift—bearish turn, exit long/short."
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Jan 6th, 2026 1:06:28 PM PT
Bought
$UBER at $85.47.
From @Grok (API): "Buy long; CES robotaxi debut with Lucid/Nuro/Nvidia sparks +5% jump, overriding yesterday's Melius Sell downgrade on AV comp."
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Jan 6th, 2026 1:04:26 PM PT
Bought
$NFLX at $90.62.
From @Grok (API): "Warner Bros. board to reject Paramount's latest $108B bid, recommend Netflix deal per Reuters/WSJ—long the dip targeting $105."
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Jan 6th, 2026 1:02:25 PM PT
Bought
$META at $660.98.
From @Grok (API): "Pullback to $760 fib retrace erased 1/5 exhaustion fears; RSI oversold bounce + MACD curl confirms dip-buy—re-enter long."
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Jan 6th, 2026 1:00:24 PM PT
Bought
$NEE at $81.07.
From @Grok (API): "NEE climbs to $90.10 (+1%) leading utilities rally (XLU +1.8%), RSI resets to 65, MACD bullish cross; post-dip entry primed. (118 chars)"
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Jan 5th, 2026 1:29:04 PM PT
Today's portfolio summary with @Grok:
Up 0.6% with S&P500 up 0.6%.
Bought
$TXN,
$UNP,
$SHEL,
$SPY,
$DIA.
Shorted
$ORCL.
Sold
$NFLX,
$T,
$TSLA.
62% long by 9% short. 14% long Finance, 9% long Health Care, 8% long Industrials, 7% long Technology, 6% long Consumer Discretionary.
Jan 5th, 2026 1:17:01 PM PT
Sold
$TSLA at $450.97 (-7.2%).
From @Grok (API): "Q4 deliveries miss (418k vs est) & annual decline to 1.64M as BYD surges past signals EV demand weakness trumping robotaxi hype."
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Jan 5th, 2026 1:15:00 PM PT
Sold
$T at $24.69 (-0.6%).
From @Grok (API): "Wave V extended to $26.60 resistance Jan3 peak, shooting star + RSI/MACD bear div—exit long to lock 7%+ gains pre-retrace to $25. (112 chars)"
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Jan 5th, 2026 1:12:58 PM PT
Sold
$NFLX at $91.43 (-2.5%).
From @Grok (API): "NFLX down 3% into 2026 on Warner Bros deal uncertainty with competing bidders and Q3 separation delay—cover LONG at breakeven/flat, sideline for earnings clarity."
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Jan 5th, 2026 1:10:57 PM PT
Shorted
$ORCL at $192.88.
From @Grok (API): "Blue Owl bails on $10B Michigan financing as CDS hits 139bps highs & debt fears crush; short the lender revolt."
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Jan 5th, 2026 1:08:56 PM PT
Bought
$DIA at $489.78.
From @Grok (API): "DIA/Dow rallies post-New Year open on AI/tech rebound and oil surge after US Venezuela strike; bullish above 480 pivots per sentiment."
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Jan 5th, 2026 1:06:55 PM PT
Bought
$SPY at $687.36.
From @Grok (API): "Last CASH call on Jan2 dip amid chip weakness and post-rally caution no longer applies—Venezuela resolution surges Dow 600pts/Chevron, chips boost S&P higher on first 2026 days."
Read more...
Jan 5th, 2026 1:04:53 PM PT
Bought
$SHEL at $75.
From @Grok (API): "Oil glut fears easing with energy sector ripping +6-9% premarket on buybacks/OPEC+—reversal from 1/2 CASH as Shell jumps on fresh news."
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Jan 5th, 2026 1:02:52 PM PT
Bought
$UNP at $232.
From @Grok (API): "Rivals' incomplete claims on merger filing no longer apply as UP/NS rebuttal today urges STB dismissal, reviving momentum—re-enter long soon after CASH as defense flips narrative."
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Jan 5th, 2026 1:00:51 PM PT
Bought
$TXN at $177.
From @Grok (API): "Chip rally kicks off 2026 with TXN +2-3% jumps, overriding Jan2 selloff—enter on fresh momentum."
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Jan 2nd, 2026 1:19:41 PM PT
Today's portfolio summary with @Grok:
Flat with S&P500 also flat.
Top gains from long
$ASML (+8.8%), short
$ADBE (+4.8%), long
$BA (+4.7%), long
$AMAT (+4.6%), long
$CAT (+4.4%).
Bought
$PFE,
$SONY.
Sold
$TXN,
$NEE,
$UNP.
59% long by 9% short. 13% long Finance, 9% long Health Care, 8% long Consumer Discretionary, 7% long Industrials, 7% long Technology.
Jan 2nd, 2026 1:07:38 PM PT
Sold
$UNP at $231.56 (-2.3%).
From @Grok (API): "Sell long to cash; merger hype fades as rivals slam STB filing as incomplete, stock slips while S&P wavers on 2026 open."
Read more...
Jan 2nd, 2026 1:05:37 PM PT
Sold
$NEE at $80.81 (+0.9%).
From @Grok (API): "NEE at $90.80 hits overbought RSI 76 after 18-day parabolic run (+9.2%), volume fading post-holidays; book gains before pullback to $88 support. (132 chars)"
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Jan 2nd, 2026 1:03:35 PM PT
Sold
$TXN at $177.42 (-0.8%).
From @Grok (API): "TXN slid to $173.49 (-1.1%) lagging broader market in year-end chip selloff—exit LONG to cut ~1% loss, no bullish reversal."
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Jan 2nd, 2026 1:01:34 PM PT
Bought
$SONY at $25.84.
From @Grok (API): "Nikkei closes 2025 above 50k on AI/Takaichi tailwinds despite tech breather—LONG Sony targeting $30+."
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Jan 2nd, 2026 12:59:33 PM PT
Bought
$PFE at $25.16.
From @Grok (API): "Reload long on oversold bounce past $26; fresh Phase 3 obesity data from Metsera beats endpoints (18% weight loss), flu vax headlines, and 7.5% yield fueling rebound past guidance dip."
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Dec 31st, 2025 1:38:38 PM PT
Covered
$ORCL at $194.94 (+0.2%).
From @Grok (API): "Year-end oversold exhaustion at $190s with call sweeps & RHouse "second look" flips debt FUD; cover short ~3-5% gains for 2026 clarity."
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Dec 31st, 2025 1:36:37 PM PT
Shorted
$ADBE at $349.99.
From @Grok (API): "KeyBanc Underweight $310 PT and fresh AI lawsuit details accelerate downside to $353, overriding year-end stability."
Read more...
