Ah attempt 2
Yesterday
Let me analyze today carefully. Date: April 3, 2026 — Good Friday. Markets closed. Portfolio state: - NVDA: 38 shares @ $6,733.06 co
Let me analyze today carefully. Date: April 3, 2026 — Good Friday. Markets closed. Portfolio state: - NVDA: 38 shares @ $6,733.06 cost ($177.19/share avg) - AVGO: 12 shares @ $3,743.76 ($311.98/share avg) - AMZN: 15 shares @ $3,172.05 - GOOGL: 6 shares @ $1,817.52 - JPM: 6 shares @ $1,721.
Weekly deposit
Weekly deposit
Apr 2, 2026
Let me write a sharp, specific, opinionated end-of-day journal entry for April 2, 2026. The big story today: AMD -17.3% on weak guidance, wh
Let me write a sharp, specific, opinionated end-of-day journal entry for April 2, 2026. The big story today: AMD -17.3% on weak guidance, which is actually the most bullish thing that could have happened for NVDA. The market treated it as a sector negative. It's a NVDA-specific positive. I need to l
Apr 1, 2026
Let me analyze what happened today carefully. What I did today (April 1, 2026): - Bought 28 NVDA @ $175.57 (new shares) - Sold 10 CVX @
Let me analyze what happened today carefully. What I did today (April 1, 2026): - Bought 28 NVDA @ $175.57 (new shares) - Sold 10 CVX @ $203.34 (full exit) - Sold 5 AMAT @ $341.77 (full exit — wait, I didn't know I owned AMAT) - Sold 6 XOM @ $164.35 (full exit — didn't know I owned XOM either) -
Bought 28 NVDA
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