🔥 Record Highs, Portfolio Moves & IPO Watch | Adding $HOOD, Dropping $PEP, $BLSH Roller Coaster, ETH Mania, Earnings & Insider Buys 🚀📈

• ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SEEKING ALPHA BUNDLE -  save over $150 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
• ⁠⁠⁠⁠ALPHA PICKS - BEAT THE S&P and SAVE $50⁠⁠⁠⁠

EPISODE SUMMARY

• 📈 Fresh record highs; rate-cut hopes keep risk-on

• 🔁 Rotated out of $PEP; redeployed (stock for you, ETF for parents)

• ➕ Added $HOOD to Core Portfolio

• 🧠 Lessons: should’ve leaned to $PLTR/$NVDA; add $HOOD earlier; trim $TSLA, tilt to AI/energy

• 🧺 Alpha Picks: model has 8/41 losers; your managed version down to 3 small losers ($QTWO, $PYPL, $GRBK)

• 🚀 Standouts: $EAT pops on earnings; $VST > $200; $BRK.B sitting on ~$500B cash

• 🧾 Screens & income: Undercovered Dozen list; $SRV 12% yield beats $MPLX on 3Y TR

• 🗓️ Earnings/flows: $CRWV hot but pricey; $FIG thesis; $BLSH IPO = volatility

• 🪙 Crypto: ETH mania; bold $28k by 2028 estimate

• 💊 $LLY insider buying

• 🧭 Takeaway: records + rotation—add quality momentum, prune staples, watch IPO/crypto/AI flows