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Weekly Roundup: A Hot Start to August as Portfolio Catches a Wave

Avatar photo Chris Versace on August 7, 2026

Surfing. Catching a wave

We added three new holdings this week, diversifying our lineup, and locked in massive gains across three others. 

Weekly Roundup: Chip Rout Tests the Market, but Here’s How We Aim to Capitalize

Avatar photo Chris Versace on July 17, 2026

market decline

We raised a few price targets, added to three holdings, and locked in big gains in another.

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