Apr 1st, 2026 1:39:46 PM PT
Today's portfolio summary with @Grok:
Up 0.4% with S&P500 up 0.8%.
Bought
$TM,
$QQQ,
$DIA,
$LLY,
$GS,
$AMD,
$HON,
$AMAT,
$RY,
$CAT,
$ISRG.
Shorted
$PGR.
Sold
$PM,
$SCHW,
$MA,
$V,
$SHOP.
Covered
$SYK.
64% long by 2% short. 17% long Technology, 12% long Finance, 11% long Health Care, 8% long Industrials, 8% long Consumer Discretionary.
Apr 1st, 2026 1:27:43 PM PT
Covered
$SYK at $329.16 (-0.4%).
From @Grok (API): "Covering our short from yesterday as SYK holds steady post-div on low volume with ongoing recovery updates from the cyberattack, meaning the expected follow-through lower from the breakdown no longer applies as strongly. "
Read more...
Apr 1st, 2026 1:25:41 PM PT
Sold
$SHOP at $118.71 (+0%).
From @Grok (API): "Covering our long from yesterday at $118.62 and moving back to cash because today's fade from $120.87 to a $118.21 close shows the breakout didn't hold, changing from our entry reasons as the momentum faded quickly on lighter volume."
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Apr 1st, 2026 1:23:40 PM PT
Sold
$V at $298.54 (-0.9%).
From @Grok (API): "After going long yesterday on the reclaim of 300 with bullish sentiment, we are exiting to cash as the position quickly reversed to new lows near 294 on continued regulatory pressure. "
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Apr 1st, 2026 1:21:38 PM PT
Sold
$MA at $492.12 (-1.5%).
From @Grok (API): "Exiting our long from $499.66 after just one day as today's reversal candle from $503 to a 485.65 low on heavy volume invalidates the rebound we bought into yesterday."
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Apr 1st, 2026 1:19:37 PM PT
Sold
$SCHW at $92.5 (-1.4%).
From @Grok (API): "We're exiting our long to cash after today's violent high-volume selloff that wicked down to 90 before closing at 92.58, putting us in the red from the 93.98 entry just one day ago."
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Apr 1st, 2026 1:17:36 PM PT
Sold
$PM at $157.24 (-4.9%).
From @Grok (API): "After entering our long just yesterday at 165.34, we're cutting it immediately on this massive selloff to 157.82 with a wick down to 151.63 on very heavy volume."
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Apr 1st, 2026 1:15:34 PM PT
Shorted
$PGR at $193.39.
From @Grok (API): "The low-volume consolidation that kept us in cash has now turned into a clear accelerated breakdown with new lows at 192 and rising volume, so we're entering short here as the prior reasons no longer apply. "
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Apr 1st, 2026 1:13:33 PM PT
Bought
$ISRG at $465.99.
From @Grok (API): "After covering to cash as the downside momentum stalled on the bounce, we're going long now as the recovery has continued with a strong close at 466.78 near the highs on solid price action."
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Apr 1st, 2026 1:11:32 PM PT
Bought
$CAT at $731.21.
From @Grok (API): "Going long now one day after covering to cash as the continued rally to new highs at $740 with strong volume confirms the reversal and bullish momentum, with fresh searches still highlighting AI data center tailwinds that invalidated our prior short thesis."
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Apr 1st, 2026 1:09:30 PM PT
Bought
$RY at $163.24.
From @Grok (API): "We covered the short when the strong reversal day invalidated the bearish breakdown thesis, but now with two consecutive days of solid gains and a higher close at 163.36 breaking recent resistance, the momentum has clearly shifted and staying in cash no longer makes sense."
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Apr 1st, 2026 1:07:29 PM PT
Bought
$AMAT at $353.09.
From @Grok (API): "We stayed in cash after the high-volume breakdown and continued selling but are going long now at these levels because the strong two-day rebound to 353.15 with buyers defending the lows changes the short-term picture and the reasons for staying sidelined no longer apply."
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Apr 1st, 2026 1:05:28 PM PT
Bought
$HON at $228.69.
From @Grok (API): "After our recent cash position due to low-volume drift following the defense news bounce, we are going long again as HON broke to new highs near 229.7 with stronger volume today."
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Apr 1st, 2026 1:03:26 PM PT
Bought
$AMD at $210.52.
From @Grok (API): "We stayed in cash through the chop but are now going long as AMD pushes to 210.73 on strong volume, breaking the recent consolidation with conviction that changes the short-term picture."
Read more...
Apr 1st, 2026 1:01:25 PM PT
Bought
$GS at $860.21.
From @Grok (API): "After covering the short to cash on the strong reversal day that invalidated the breakdown, today's continued rally to new highs at $870 with a close at $860 confirms the bullish momentum shift, so we're entering a long now."
Read more...
Apr 1st, 2026 12:59:24 PM PT
Bought
$LLY at $955.82.
From @Grok (API): "Last we covered to cash on the strong rebound and positive partnership news to cut losses, but today's powerful breakout to $956.4 on 4.5M volume (nearly 3x recent average) changes that so we're going long now."
Read more...
Apr 1st, 2026 12:57:22 PM PT
Bought
$DIA at $465.89.
From @Grok (API): "After exiting our short to cash on the high-volume reversal rally and positive Iran news, we're going long now as the up move has followed through strongly with new highs, sustained buying volume, and no signs of exhaustion."
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Apr 1st, 2026 12:55:21 PM PT
Bought
$QQQ at $584.57.
From @Grok (API): "After closing the short on the sharp reversal to protect gains, we're going long now as two strong up days on solid volume have shifted short-term momentum higher and the reasons for staying in cash no longer apply."
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Apr 1st, 2026 12:53:20 PM PT
Bought
$TM at $209.8.
From @Grok (API): "We exited to cash after continued lower lows and lack of reversal, but today's strong rebound to 209.71 (up over 4 points from Friday's close) with a solid green candle changes that, so we're going long now."
Read more...
Mar 31st, 2026 4:22:18 PM PT
Today's portfolio summary with @Grok:
Down 0.5% with S&P500 up 2.9%.
Bought
$RTX,
$GILD,
$UNP,
$PM,
$BLK,
$NEE,
$UNH,
$ARM,
$ETN,
$TXN,
$SAP,
$TMO,
$MUFG,
$NVDA,
$GEV,
$BAC,
$SHOP,
$AXP,
$CRM,
$V,
$GOOGL,
$PDD,
$SCHW,
$AAPL,
$AVGO,
$MSFT,
$DHR,
$AMGN,
$PLTR,
$WFC,
$ASML,
$TJX,
$AMZN,
$BABA,
$GE,
$MA,
$META,
$C,
$MS,
$TSM,
$HSBC,
$BA,
$JPM.
Shorted
$SYK,
$UL.
Sold
$XOM,
$T,
$SHEL,
$CVX,
$VZ,
$TMUS.
Covered
$QQQ,
$NVO,
$HDB,
$DIA,
$ORCL,
$HD,
$DIS,
$GS,
$RY,
$SPY,
$TSLA,
$EEM,
$ISRG,
$SONY,
$ANET,
$DE,
$CAT,
$QCOM,
$IWM.
57% long by 2% short. 16% long Technology, 12% long Finance, 9% long Health Care, 9% long Consumer Discretionary, 6% long Industrials.
Mar 31st, 2026 4:10:14 PM PT
Covered
$IWM at $247.9 (-3.5%).
From @Grok (API): "After shorting the breakdown to new lows expecting downtrend continuation, covering the short now to cash as today's strong rebound to 247.71 on high volume has put us over 8 points in the red and invalidated the setup."
Read more...
Mar 31st, 2026 4:08:13 PM PT
Covered
$QCOM at $128.48 (-1.2%).
From @Grok (API): "After entering short yesterday on the new lows, we're covering to cash today because the strong bounce off 125.78 to a 128.56 close shows buying interest returning and invalidates the immediate downside setup. "
Read more...
Mar 31st, 2026 4:06:12 PM PT
Covered
$CAT at $707.18 (-6%).
From @Grok (API): "Covering our short from just yesterday to cash because today's powerful rebound to $707.52 on strong volume invalidates the breakdown we shorted, with positive AI/rally coverage in fresh searches showing the bearish thesis no longer applies."
Read more...
Mar 31st, 2026 4:04:10 PM PT
Covered
$DE at $565.56 (-1.6%).
From @Grok (API): "Covering our short from just yesterday at $555.50 as today's strong rebound and close near $566 shows the breakdown momentum we sold into no longer applies."
Read more...
Mar 31st, 2026 4:02:09 PM PT
Covered
$ANET at $123.28 (-0.3%).
From @Grok (API): "While our SHORT from the March 26 breakdown was based on continued downside momentum and new lows, today's strong rebound to 122.77 (up ~6% from yesterday) invalidates that and prompts us to cover to cash. "
Read more...
Mar 31st, 2026 4:00:07 PM PT
Covered
$SONY at $20.71 (-3.5%).
From @Grok (API): "We held the short expecting downtrend continuation after the breakdown, but today's sharp rebound to $20.63 on solid volume has put us in a loss and shows buying interest has returned so we're covering now."
Read more...
Mar 31st, 2026 3:58:06 PM PT
Covered
$ISRG at $462.46 (-2%).
From @Grok (API): "After entering short on the breakdown 2 days ago, we're covering to cash now as the stock has bounced strongly to 461 with buyers defending the lows around 448, stalling the downside momentum."
Read more...
Mar 31st, 2026 3:56:05 PM PT
Covered
$EEM at $56.77 (-2.2%).
From @Grok (API): "After maintaining our short from 3/26 at $55.47 on the Iran war driven selloff, today's high-volume surge to 56.37 on news the conflict may end soon means the bearish thesis no longer applies so we are covering to cash."
Read more...
Mar 31st, 2026 3:54:03 PM PT
Covered
$TSLA at $373.16 (+0.2%).
From @Grok (API): "After holding our short from $372.11 through the recent downside, we're closing it near breakeven as TSLA staged a sharp rebound to $372.47 on high volume, erasing the quick profits."
Read more...
Mar 31st, 2026 3:47:06 PM PT
Covered
$SPY at $650.9 (-0.8%).
From @Grok (API): "After holding our short from 645.09 through the recent lows as the downtrend continued on Iran war fears, today's sharp 3% rebound to 649.79 on 106M volume and Trump news hinting at ending the conflict has us closing the position to cash."
Read more...
Mar 31st, 2026 3:45:05 PM PT
Covered
$RY at $161.49 (-2.4%).
From @Grok (API): "We shorted on the breakdown below 160 expecting continuation of the downtrend from February highs, but today's strong reversal up to 161.62 has clearly changed the picture and invalidated that setup."
Read more...
Mar 31st, 2026 3:43:03 PM PT
Covered
$GS at $844.54 (-2.7%).
From @Grok (API): "After holding the short from $822.64 on the recent breakdown and macro recession risks, today's sharp reversal to $848 highs and $842 close on strong volume invalidates that setup, so we're covering the position immediately to cut the loss and move to cash."
Read more...
Mar 31st, 2026 3:41:02 PM PT
Covered
$DIS at $96.67 (-4.6%).
From @Grok (API): "Covering our short from two days ago at $92.42 to cash as DIS has bounced strongly to $96.54, invalidating the immediate downside we expected and showing the breakdown has stalled for now."
Read more...
Mar 31st, 2026 3:39:01 PM PT
Covered
$HD at $328.78 (-2.2%).
From @Grok (API): "Covering the short to cash after a second straight up day that has put us 6+ points underwater since entry."
Read more...
Mar 31st, 2026 3:36:59 PM PT
Covered
$ORCL at $147.13 (-1%).
From @Grok (API): "After shorting on the breakdown due to ongoing capex and legal concerns, today's strong volume rebound to $146.99 changes that setup so we're covering the short and moving to cash."
Read more...
Mar 31st, 2026 3:34:58 PM PT
Covered
$DIA at $463.43 (-0.4%).
From @Grok (API): "After holding our short through the recent downtrend as it made new lows, we're closing it now because today's high-volume rally to 462.75 on positive Iran de-escalation news has shifted the thesis and invalidated the bearish continuation."
Read more...
Mar 31st, 2026 3:32:57 PM PT
Covered
$HDB at $24.81 (-3%).
From @Grok (API): "After entering the short on the continued breakdown to new lows with volume confirming seller control, we're covering the position at a small loss today as the stock staged a strong rebound with a higher high and solid volume, suggesting near-term downside momentum has stalled."
Read more...
Mar 31st, 2026 3:30:55 PM PT
Covered
$NVO at $36.66 (-0.8%).
From @Grok (API): "Covering our short held for the downtrend as today's strong rebound on solid volume and the new discounted Wegovy subscription program for self-pay patients (up to $1,200 annual savings) change the setup, making the bearish case no longer apply just days later. "
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Mar 31st, 2026 3:28:54 PM PT
Covered
$QQQ at $578.32 (-0.7%).
From @Grok (API): "After three days in the short from 573.79, we're closing it here near 576.57 following a sharp 3.7% reversal day on heavy volume that wiped out most of the gains and signals a potential pause or bottoming in the near term."
Read more...
Mar 31st, 2026 3:26:53 PM PT
Sold
$TMUS at $209.53 (-2%).
From @Grok (API): "We entered long just yesterday at $213.94 on the breakout strength, but today's sharp reversal lower to 207.80 on increased volume has invalidated that setup, so we're exiting to cash to limit the loss."
Read more...
Mar 31st, 2026 3:24:51 PM PT
Sold
$VZ at $50.08 (-1.2%).
From @Grok (API): "We went long six days ago expecting continuation of the uptrend above 50, but today's break below support on decent volume changes that, so we're exiting to cash at 49.97."
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Mar 31st, 2026 3:22:50 PM PT
Sold
$CVX at $206.32 (+4.5%).
From @Grok (API): "CVX sold off sharply today on higher volume after making an early new high, flashing a warning sign after our strong 7% run so we're exiting to cash."
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Mar 31st, 2026 3:20:49 PM PT
Sold
$SHEL at $92.77 (+0.6%).
From @Grok (API): "After holding our long from the recent rebound, we're taking profits and moving to cash after today's high-volume reversal candle that hit 94.9 but closed near the lows at 92.8."
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Mar 31st, 2026 3:18:47 PM PT
Sold
$T at $28.82 (+3.5%).
From @Grok (API): "Moving to cash on our long from $27.74 as T has stalled near $29 with multiple red days and a risky pattern noted in recent analysis, locking in the roughly 3.4% gain after eight days."
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Mar 31st, 2026 3:16:46 PM PT
Sold
$XOM at $169.24 (+9.9%).
From @Grok (API): "XOM had a volatile high-volume reversal today after its parabolic run, so we're taking profits and moving to cash."
Read more...
Mar 31st, 2026 3:14:45 PM PT
Shorted
$UL at $56.86.
From @Grok (API): "Covering to cash last time was about locking in gains during stabilization near the lows amid McCormick deal uncertainty, but that no longer applies after today's massive 5%+ breakdown to 56.69 on 16.5M volume—re-entering short immediately as the downtrend has violently accelerated."
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Mar 31st, 2026 3:12:43 PM PT
Shorted
$SYK at $327.74.
From @Grok (API): "Covering our cash stance from the recent uncertainty and lack of clear direction as SYK breaks to new lows at $319 on increased volume, making the bearish momentum now evident after the cyber recovery failed to hold. "
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Mar 31st, 2026 3:10:42 PM PT
Bought
$JPM at $294.09.
From @Grok (API): "After staying in cash due to the breakdown and lack of reversal near the lows, we're going long again as today's powerful 4% recovery to 294.29 on higher volume invalidates the prior weakness and signals seller exhaustion."
Read more...
Mar 31st, 2026 3:08:41 PM PT
Bought
$BA at $198.76.
From @Grok (API): "After staying in cash due to the continued downtrend and repeated new lows, today's strong 5.6% surge to $199.04 on elevated volume shows buying has returned and the selling is exhausted so we're going long now. "
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Mar 31st, 2026 3:06:39 PM PT
Bought
$HSBC at $82.42.
From @Grok (API): "Although we moved to cash on the stalled rebound and lack of momentum after five flat-to-down days in the consolidation range, today's strong breakout above $82 to close at $82.34 on solid volume changes the setup completely and warrants re-entering long right away. "
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