HuggingFace investors, Mistral proxy (ASML), open-source AI infrastructure. Monthly rebalance with momentum tilt.
| Symbol | Action | Vol | Stop Loss | Take Profit | Size | Links |
|---|---|---|---|---|---|---|
| TSM | BUY | 42% | 40.0% below entry | 43.8% above entry | 8.0% | TVYH |
| QCOM | BUY | 46% | 40.0% below entry | 48.2% above entry | 7.3% | TVYH |
| AMZN | BUY | 34% | 35.6% below entry | 35.3% above entry | 9.9% | TVYH |
| CRM | BUY | 39% | 40.0% below entry | 40.9% above entry | 8.6% | TVYH |
| NOW | BUY | 48% | 40.0% below entry | 49.6% above entry | 7.1% | TVYH |
| ANET | BUY | 54% | 40.0% below entry | 56.0% above entry | 6.3% | TVYH |
| INTC | BUY | 70% | 40.0% below entry | 72.5% above entry | 4.8% | TVYH |
| META | BUY | 37% | 39.3% below entry | 38.9% above entry | 9.0% | TVYH |
| IBM | BUY | 38% | 40.0% below entry | 39.8% above entry | 8.8% | TVYH |
| VRT | BUY | 67% | 40.0% below entry | 69.7% above entry | 5.0% | TVYH |
| AMD | BUY | 62% | 40.0% below entry | 64.0% above entry | 5.5% | TVYH |
| EQIX | BUY | 25% | 26.7% below entry | 26.4% above entry | 13.3% | TVYH |
| AVGO | BUY | 54% | 40.0% below entry | 56.1% above entry | 6.2% | TVYH |
| ASML | BUY | 46% | 40.0% below entry | 47.9% above entry | 7.3% | TVYH |
| NVDA | BUY | 47% | 40.0% below entry | 49.3% above entry | 7.1% | TVYH |
| GOOGL | BUY | 32% | 33.3% below entry | 33.0% above entry | 10.6% | TVYH |
| MU | BUY | 32% | 33.3% below entry | 33.0% above entry | 10.6% | TVYH |
| SNOW | BUY | 32% | 33.3% below entry | 33.0% above entry | 10.6% | TVYH |