You really have to be invested in AI.

I’ve been repeating this over and over.

But if you’re not paying attention, you’re missing out on some of the biggest opportunities in the market right now.

• Oracle ($ORCL) expects revenues to 8x in 4 years

• Taiwan Semi ($TSM) grew revenues in August 34% yoy

• Nebius ($NBIS) & Microsoft ($MSFT) $17B data center deal

• Broadcom ($AVGO) with blow-out earnings

• Credo ($CRDO) & AsteraLabs ($ALAB) had triple digit earnings growth

• Nvidia ($NVDA) guided for 55% growth yoy for next quarter

The pace of innovation is accelerating faster than most people realize.

Opportunities like this are rare, and they’re happening right before our eyes.

With that being said I’ve made a few portfolio changes:

1. What I Bought:

Yesterday I bought 2 positions: HOOD & LEU

Robinhood ($HOOD)

As most of you know, Robinhood has been one of my biggest positions for the past two years. I continue to be amazed by the speed at which the company executes. Just look at everything they announced yesterday (that’s on top of a wealth of previously unveiled features):

It has the potential to become the biggest winner in the transformation of the trillion-dollar financial industry.

Centrus Energy ($LEU)

I’ve been tracking Centrus Energy for a while now, and since I highlighted it back in July, it has gained another 40%. And now it’s started to set up again.

It’s one of the best pure-play nuclear energy stocks in the market today.

The company enriches uranium to produce Low-Enriched Uranium (LEU) and High-Assay, Low-Enriched Uranium (HALEU). These are essential fuel sources for both traditional nuclear reactors and the next generation of advanced designs.

Unlike most nuclear stocks, Centrus already has real sales. It’s not just a promise of future potential. The business is growing fast and profitable.

With a market cap of just $4 billion and a PE of 33, there is still plenty of room to grow.

1. What I Sold:

Oracle ($ORCL)

Oracle has worked out wonderfully, and now I’m selling about half of my position to take some profits. There is absolutely nothing wrong with the company itself. I am just taking advantage of the gains I have made so far to redeploy into new opportunities.

Veeva ($VEEV)

The same goes for Veeva. I planning to diversify into new positions that have more upside potential right now.