NVDA
NVIDIA
-- 109.670 TSLA
Tesla
-- 263.550 CRWV
CoreWeave
-- 40.000 PLTR
Palantir
-- 85.850 GOOGL
Alphabet-A
-- 154.330 
$Tesla (TSLA.US)$ all in long
$Tesla (TSLA.US)$ all in long
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S Punt : Looks like priced in. The ball is round - who knows the rates may remain unchanged for another qtr.
JeffB S Punt : How can you call anything priced in? Be prepared for big moves! Likely up!