This week I rotated $19,000. Sold $FOUR: $19,000 @ $39.90 avg Bought $META: $5,000 @ $651.87 Bought $AMZN: $14,000 @ $253.06 avg 92% of my entire portfolio is in my top 5 holdings as I hold a small position in $FOUR and $BN.

"Risk comes from not knowing what you're doing." - Warren Buffett

FCC approved Amazon's $AMZN $11.57B Globalstar deal. Leo gets 25 MHz of satellite spectrum, two dozen satellites, and the Apple satellite agreement. Starlink just got a real competitor with Amazon's balance sheet and operations behind it. The deal is expected to close in 2027

$META is decreasing headcount by 15% YoY, growing revenue at over 26% YoY. $GOOG is increasing headcount, and growing slower at 24% YoY.

$AMZN owns a 12% stake in Anthropic. I would rather buy Amazon at $2.6T with $161 Billion TTM OCF than buy Anthropic at IPO. What am I missing?

How can anyone look at this chart and be MORE BULLISH on $AAPL than $MSFT?

$QLYS is the cyber security firm that just won't quit! The stock is up another 1.4% today.

John Armitage at Egerton Capital increased his stake in $AMZN by 32% in Q3 2026 (Reported Oct 20th), securing it as his second largest position. How the hell is this company trading for its lowest valuation since 2009?

$META at $1.6T or Anthropic at $2T Which are you buying?

$META has sky rocketing cash and debt as they prepare for capital and financing shortages. Do you support them leveraging their balance sheet?

$AMZN is expected to hit $1 trillion in TTM revenue in Q2 2028. Operating margins have expanded from 3.3% in Q2 2023 to 12.1% Q2 2026. Operating margins are expected to hit 15.5% by Q2 2028, which would give Amazon a fwd P/OCF of 8.5x Q2 2028 analyst projections.

$MSFT is the most widely held stock; 37 funds own it. $GOOG is next at 36. $NVDA, the AI king? Just 18 funds, placed in 12th on the list.