| SSANDISK CORP COMSNDK |
| 36.49% | 12.53% | $82.8M | 36,402 | $11.1M | 17,500 | +18,902+108.01% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 22.38% | — | $50.8M | 87,370 | $0 | 0 | +87,370 | New Buy |
 INTEL CORPINTC |
| 7.76% | — | $17.6M | 126,119 | $0 | 0 | +126,119 | New Buy |
 MICRON TECHNOLOGY INCMU |
| 7.69% | 12.86% | $17.4M | 15,115 | $11.4M | 33,790 | -18,675-55.27% | Reduce |
| SSPACE EXPLORATION TECHN CORPSPCX |
| 5.49% | — | $12.5M | 72,874 | $0 | 0 | +72,874 | New Buy |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 2.78% | 1.45% | $6.3M | 13,180 | $1.3M | 3,804 | +9,376+246.48% | Add |
| VVANGUARD INDEX FDSVOO |
| 2.68% | 4.68% | $6.1M | 8,250 | $4.2M | 7,200 | +1,050+14.58% | Add |
 NVIDIA CORPORATIONNVDA |
| 2.38% | 17.15% | $5.4M | 27,000 | $15.2M | 87,292 | -60,292-69.07% | Reduce |
 APPLIED MATLS INCAMAT |
| 1.81% | — | $4.1M | 5,690 | $0 | 0 | +5,690 | New Buy |
 MARVELL TECHNOLOGY INCMRVL |
| 1.42% | 3.65% | $3.2M | 10,808 | $3.2M | 32,700 | -21,892-66.95% | Reduce |
 KLA CORPKLAC |
| 1.36% | — | $3.1M | 10,250 | $0 | 0 | +10,250 | New Buy |
 NEBIUS GROUP N VNBIS |
| 1.07% | 0.57% | $2.4M | 8,800 | $508,424 | 4,900 | +3,900+79.59% | Add |
 VANECK ETF TRUSTSMH |
| 1.04% | — | $2.4M | 3,600 | $0 | 0 | +3,600 | New Buy |
| DDIREXION SHARES ETF TRUSTSOXL |
| 0.98% | — | $2.2M | 8,296 | $0 | 0 | +8,296 | New Buy |
 TESLA INCTSLA |
| 0.96% | 1.65% | $2.2M | 5,200 | $1.5M | 3,936 | +1,264+32.11% | Add |
 LAM RESEARCH CORPLRCX |
| 0.55% | — | $1.2M | 2,884 | $0 | 0 | +2,884 | New Buy |
| IISHARES TR ISHARES SEMICDTRSOXX |
| 0.42% | — | $961,140 | 1,500 | $0 | 0 | +1,500 | New Buy |
| IINVESTMENT MANAGERS SER TR ISNXX |
| 0.4% | — | $916,690 | 21,800 | $0 | 0 | +21,800 | New Buy |
| QQUANTINUUM INCQNT |
| 0.38% | — | $858,270 | 10,500 | $0 | 0 | +10,500 | New Buy |
| RROUNDHILL ETF TRUSTNCLD |
| 0.31% | — | $694,190 | 9,400 | $0 | 0 | +9,400 | New Buy |
| IISHARES MSCI SOUTH KOREAETFEWY |
| 0.27% | — | $605,700 | 3,000 | $0 | 0 | +3,000 | New Buy |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.26% | 0.59% | $597,416 | 800 | $520,272 | 800 | 00.00% | Unchanged |
| FFUELCELL ENERGY INC COM NEWFCEL |
| 0.26% | — | $582,138 | 16,166 | $0 | 0 | +16,166 | New Buy |
| DDIREXION SHARES ETF TRUSTKORU |
| 0.24% | — | $546,945 | 700 | $0 | 0 | +700 | New Buy |
| OOUSTER INCOUST |
| 0.17% | — | $387,624 | 6,200 | $0 | 0 | +6,200 | New Buy |
 CORNING INCGLW |
| 0.17% | — | $383,145 | 1,500 | $0 | 0 | +1,500 | New Buy |
 UNIQURE NVQURE |
| 0.12% | — | $276,360 | 6,000 | $0 | 0 | +6,000 | New Buy |
| AASTERA LABS INCALAB |
| 0.11% | — | $241,510 | 500 | $0 | 0 | +500 | New Buy |
| LLUCAS GC LTDLGCL |
| 0.03% | — | $76,775 | 41,500 | $0 | 0 | +41,500 | New Buy |
| DDIGITAL BRANDS GROUP INCDBGI |
| 0.01% | — | $15,060 | 20,000 | $0 | 0 | +20,000 | New Buy |
| CCOSMOS HEALTH INCCOSM |
| <0.01% | — | $6,649 | 36,000 | $0 | 0 | +36,000 | New Buy |
| GGENIUS GROUP LTDGNS |
| <0.01% | — | $2,992 | 16,000 | $0 | 0 | +16,000 | New Buy |
