 WESTERN DIGITAL CORPWDC |
| 28.97% | — | $13.7M | 21,500 | $0 | 0 | +21,500 | New Buy |
 ORACLE CORPORCL |
| 15.94% | — | $7.6M | 51,560 | $0 | 0 | +51,560 | New Buy |
 MICRON TECHNOLOGY INCMU |
| 11.17% | 19.07% | $5.3M | 4,587 | $11.3M | 33,500 | -28,913-86.31% | Reduce |
 ROBINHOOD MKTS INCHOOD |
| 10.87% | — | $5.2M | 51,372 | $0 | 0 | +51,372 | New Buy |
 APPLIED OPTOELECTRONICS INCAAOI |
| 8.28% | 1.43% | $3.9M | 26,500 | $847,084 | 10,014 | +16,486+164.63% | Add |
 IREN LTDIREN |
| 5.16% | — | $2.4M | 53,500 | $0 | 0 | +53,500 | New Buy |
 LUMENTUM HLDGS INCLITE |
| 4.25% | 3.55% | $2.0M | 2,350 | $2.1M | 3,000 | -650-21.67% | Reduce |
 COHERENT CORPCOHR |
| 4.16% | 15.19% | $2.0M | 5,000 | $9.0M | 37,847 | -32,847-86.79% | Reduce |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 2.83% | — | $1.3M | 1,390 | $0 | 0 | +1,390 | New Buy |
 MARVELL TECHNOLOGY INCMRVL |
| 2.19% | — | $1.0M | 3,485 | $0 | 0 | +3,485 | New Buy |
 SERVICENOW INCNOW |
| 1.68% | — | $794,240 | 8,000 | $0 | 0 | +8,000 | New Buy |
| SSPACE EXPLORATION TECHN CORPSPCX |
| 1.62% | — | $768,870 | 4,500 | $0 | 0 | +4,500 | New Buy |
 VISTRA CORPVST |
| 0.84% | — | $396,575 | 2,500 | $0 | 0 | +2,500 | New Buy |
| PPROSHARES VIX SHORT-TERM FUTURES ETFSVXY |
| 0.82% | — | $387,521 | 18,202 | $0 | 0 | +18,202 | New Buy |
 AMAZON COM INCAMZN |
| 0.63% | 16.84% | $297,925 | 1,250 | $10.0M | 47,968 | -46,718-97.39% | Reduce |
 META PLATFORMS INCMETA |
| 0.6% | 21.32% | $285,588 | 507 | $12.6M | 22,107 | -21,600-97.71% | Reduce |
