29 JUN 2025 Ludicrous Returns Stock Model Update

Stocks to Buy Now: APPS, CAMT, CAT, CMP, COMM, EVEX, HLF, HOVR, IDAI, MBLY, NVDA, PERF, VSAT

Buys triggered 6/26: (My apologies I was not able to post an update)
AMAT, AMD, RDDT

Buys triggered 6/23 (as posted in chat reply):
CRSP, DDOG, DNA,GSAT, RFIL, VTSI

Stocks to Buy Now: ASPS, KRMD, OUST, SMCI, TMRC, TTEC

Stocks to sell now: INVA, MITK, PZZA, SMR,

Recent Sells: AMPX, HOVR, LAES, OPRT, RCAT, SERV, SLDP, SPWH, VRAR

Close to Buy Triggers: AAOI, ANET, ASLE, ATKR, AVNW, BASE, BLBD, BLDP, BOOM, BYON, CHGG, CORT, CRCT, DATS, DH, DOCS, DTI, EL, ELF, EVTL, FCUV, GCT, GTM, IPGP, IRDM, ISPO, JMIA, KOP, LDOS, LIDR, MCHP, MEI, MX, NE, NUE, NUS, NVA, OCGN, PATH, POWL, QRVO, QUBT, RDW, SBLK, SCI, SEDG, SERV, SGA, SHLS, SLDP, SKYW, SMSI, SNAP, STM, TDOC, TDW, TEX, TITN, TNXP, TTEC, TXG, UGP, UI, ULBI, URG, VALE, VRNS

My Current Holdings


Quantity of current Holdings: 69 stocks (70% equity)
New Sells -4
New Buys 13
New Quantity of Stocks: 74

Market Timing Model Status Update Green. For accounts that can only invest in equity index funds, recommended position is 100% equity index.

Happy Investing,
Ludicrous Returns