The analyst trimmed some VPG shares last week and would not buy VPG at current levels for short-term trading, preferring to wait for Nasdaq stabilization.

The analyst exited a position in NBIS at a profit, having sold at a higher price and currently up 80%.

The analyst exited PLTR with large gains, trimmed HIMS between $50-$60 after a big run, and accumulated OSCR between $11-$13, achieving strong returns through these rotations without leverage or options.

The analyst exited PLTR with large gains, trimmed HIMS between $50-$60 after a big run, and accumulated OSCR between $11-$13, achieving strong returns through these rotations without leverage or options.

The analyst exited PLTR with large gains, trimmed HIMS between $50-$60 after a big run, and accumulated OSCR between $11-$13, achieving strong returns through these rotations without leverage or options.

The analyst rebalanced early from 2CRSI to STM, closing the remaining 2CRSI position, kept 50% of SOI, and plans to possibly adjust the EXA position soon after the cancelled deal. Exosens is discussed positively but no explicit position change stated.

The analyst rebalanced early from 2CRSI to STM, closing the remaining 2CRSI position, kept 50% of SOI, and plans to possibly adjust the EXA position soon after the cancelled deal. Exosens is discussed positively but no explicit position change stated.

The analyst rebalanced early from 2CRSI to STM, closing the remaining 2CRSI position, kept 50% of SOI, and plans to possibly adjust the EXA position soon after the cancelled deal. Exosens is discussed positively but no explicit position change stated.

The analyst rebalanced early from 2CRSI to STM, closing the remaining 2CRSI position, kept 50% of SOI, and plans to possibly adjust the EXA position soon after the cancelled deal. Exosens is discussed positively but no explicit position change stated.

The analyst took positions in POET during Q1 but is now exiting due to management issues and loss of a key customer, considering it their worst trade of the year.