My great experiment of using my OG Twitter/X handle has ended. From here on out, I will be switching to @getirked once more if you want to follow me there. Thanks for the support! 👍

Why I Took Profits in the Fidelity Information Technology ETF (FTEC) Today... With the technology sector on a nonstop tear since the announcement of a cease-fire between the United States and Iran, the #FidelityInformationTechnologyETF (#FTEC) position in my Dumb Money portfolio has grown to an overweight state. Rather than let it run hot, I decided to trim some of the position with a 0.68% allocation sale on Wednesday which went through at $243.80. The sale locked in +43.49% in gains on my position and lowered my per-share cost -0.30% from $169.91 to $169.40. I am in no way bearish on technology - particularly in my “buy-and-hold” dumb money portfolio - however reallocation and rebalancing is a critical part of an “all-in” portfolio like this which tries to keep little to no money on the sidelines. We don’t need to look any further back than the energy $FENY sales I did when that sector was parabolic a few weeks ago where I was able to lock in a -12.75% discount last week replacing the shares I had sold at higher prices. I expect I may be able to do the same with $FTEC, too. 🤞

Why I Took Profits in USA Rare Earth (USAR) Today... #USARareEarth’s (#USAR) incredible rally of more than +85% off its low less than a month ago triggered my next sell order on Wednesday, trimming 25.00% of my position at $24.40. The sale locked in a staggering +71.83% gain selling shares I bought for $14.20 less than a month ago on March 30! The sale also lowered my per-share cost -16.11% from $16.45 down to $13.80. While I do like the long-term prospects of USA Rare Earth, its volatility requires careful risk management discipline such as adding and selling in stages in order to capitalize on the stock’s wild moves. From here, my next sell target is $32.00, just under the point of resistance $USAR encountered in January, and my next buy target is $14.00, just above USA Rare Earth’s March low.

An Update on Twilio (TWLO): #Twilio (#TWLO) has had quite the run from its April low, rallying more than +25% in 6 trading days. On Monday, it shot through my next sell target which trimmed 11.11% of my position at $140.35. The sale locked in +238.03% in gains selling shares I bought for $41.52 on November 4, 2022 and lowered my per-share cost -9.01% from $81.55 to $74.20. While I do believe in $TWLO's long-term prospects, there is no question of the stock’s volatility over the years. After rocketing to an all-time high of $457.30 during 2021’s insane Bull Market, Twilio collapsed an outrageous -91.03% from that high to its $41.00 low in 2022’s Bear Market. Obviously, risk management is a top priority for anyone with a holding in this company. From here, my next sell target is $209.30, just below a point of resistance Twilio last tested in February 2022, and my next buy target is $78.70 just above TWLO’s Tariff Tantrum low at the point of support above my new cost basis.

Energy Jitters, Inflation Fears, Market Cheers: A Week Only 2026 Could Deliver The #StockMarket was tossed back into the geopolitical spin cycle this week as Washington and Tehran delivered another round of conflicting signals that left traders guessing and volatility elevated. President Trump’s announcement of a U.S. blockade of the Strait of Hormuz, a move he framed as a response to Iran’s reported tolls on commercial vessels, reignited fears of an inflationary oil shock just as investors were digesting a softer‑than‑expected wholesale inflation print. Then, in yet another whiplash twist, Iran declared the strait open to global shipping even as Trump insisted the U.S. blockade remained in force, creating a surreal split‑screen that markets ultimately shrugged off. Join me for FREE to take a deeper dive into the news that moved #stocks this week PLUS next week's gameplan: tinyurl.com/WeekInReview400 $SPX $IXIC $DJI #InvestingNews #Investing #LongTermInvesting #InvestingWisdom

Why I Took Profits in Iridium Communications (IRDM) Today... With satellite companies getting snatched up left and right, the entire #OuterSpace sector started flying this week. #IridiumCommunications (#IRDM) really took off and rallied straight through my next sell target on Thursday, trimming 19.26% of my position at $41.65. The sale locked in +143.28% in gains on shares I bought for $17.12 on September 11, 2025 and lowered my per-share cost -40.45% from $15.45 to $9.20. While I do believe in the long-term prospects for #Iridium, there’s no question of this stock’s incredible volatility, and, as such, risk management discipline dictates regular profit-taking is necessary. From here, my next sell target is $51.48, just under a point of resistance $IRDM last tested in September 2023 where I will remove all remaining risk capital from my position so I can play with the House’s Money. On the flip side, I will start adding back to Iridium at $20.11, just above its Tariff Tantrum low from April 2025.

Why I Took Profits in Digital Realty Trust (DLR) Today... When the rest of the market rallied on hopes of an end to the Iran War, #ArtificialIntelligence (#AI) names like #DigitalRealtyTrust (#DLR) really took off.  On Thursday, April 16, $DLR made a new all-time high and triggered my next sell order along the way which sold 30.03% of my position at $197.93. The sale locked in +45.71% in gains selling shares I bought for $135.84 on November 10, 2020 and lowered my per-share cost -$97.81 from -$29.84 to -$127.65 (a negative per-share cost indicates all capital has been removed in addition to $127.65 per share added to the portfolio’s bottom line in addition to each share’s current value). With such significant profits taken from this position, I have no additional sell targets for Digital Realty Trust, however I will start adding profits back into the position at $147.30, just above DLR's December 2025 low.

Why I Took Profits in Advanced Micro Devices (AMD) Today... The #StockMarket’s relentless rally on hopes that an end to the Iran War is coming soon has carried #ArtificialIntelligence (#AI) stocks like #AdvancedMicroDevices (#AMD) to new all-time highs! On Thursday, $AMD triggered my next sell order trimming -11.60% of my position at $267.00 and locking in +37.24% in gains on shares I bought for $194.55 on March 2, 2026. The sale lowered my per-share “cost” -34.39% from -$164.16 to -$220.61 (a negative per-share cost indicates all capital has been removed in addition to $220.61 per share added to the portfolio’s bottom line in addition to each share’s current value). Much like my holdings in #Nvidia $NVDA over in my flagship Investments in Play Portfolio, AMD is significantly larger than the 6.67% target allocation for my Speculation in Play portfolio. In fact, even after this sale, AMD is still the biggest and most overweight position in the portfolio, ringing in at a 7.10% allocation size. From here, I have reduced so much risk in the position that I have no additional sell targets for AMD. As for buy targets, I will start adding profits back in at $190.89, quite a bit off AMD’s March low.

Why I Took Profits in Nvidia (NVDA) Today... #Nvidia (#NVDA) continued its 9-day rally off its lows on Wednesday, breaking through its 2026 high and triggering my next sell order along the way, trimming 1.28% of my position at $196.90. The sale locked in +12,465.41% in gains on some of the shares I bought for $1.567 (split-adjusted) when I initially opened my $NVDA position on September 6, 2016 and lowered my per-share “cost” -3.68% from -$107.49 to -$111.45 (a negative per-share cost indicates all capital has been removed in addition to $111.45 per share added to the portfolio’s bottom line in addition to each share’s current value). While I am no less bullish on Nvidia than I have ever been, my position is simply far too large for the portfolio. In fact, even after this sale, NVDA is still 13.58% of a portfolio where the maximum target position allocation size is 8.33%, exceedingly overweight. Accordingly, I must continue to take profits with my next sell target at $210.84, just under Nvidia’s all-time high. I will also start adding back in at $129.83, just above a -40% selloff from NVDA’s all-time high, a pullback Nvidia has made nearly a dozen times in the less than 10 years I’ve held this position.

Looks like Tim Cook agrees with me about $NKE. Speaking of #Apple, $AAPL is another stock that falls into the category of phoenix stocks alongside $INTC and $NKE. I bought #AAPL for $14.17 in 2013 when everyone thought its "growth days were behind it"... 🤣🤣🤣

Back when I was failing miserably at making a YouTube channel, I made this video about buying $INTC in April 2023... at $31.78. I might have been a bit early seeing as how #Intel didn't bottom until $18. 📉 Except look where Intel is today closing at $65.18. Find an interesting business, research it, create a narrative, create a buying plan, execute, trim profits on the way up, add profits back in if it sells off. This is what "long term investing" looks like (and I don't even consider 3 years long term...)

Why I Took Profits in Intel (INTC) Today... When #Intel (#INTC) was trading below $18, everyone was telling me to sell it because they said it was dead while I was telling them $INTC always turns around. Now that Intel is approaching its all-time high and everyone thinks it's heading to the moon, it's time to sell it. Such is the life of an investor who buys-low and sells-high. Intel triggered my next sell order during its parabolic move on Monday, April 13, trimming 23.25% of my position at $64.17. The sale locked in +101.92% in gains selling some of the shares I bought when I initially opened my position at $31.78 on April 29, 2024 and lowered my per-share "cost" -83.56% from -$36.50 to -$67.00 (a negative per-share cost indicates all capital has been removed in addition to $67.00 per share added to the portfolio’s bottom line in addition to each share’s current value). I have no additional sell targets from here as I am content with both my allocation and the amount of profit I've pulled from Intel. Instead, I'm looking to add these profits back in with my next sell target at $40.73, just above its March lows.

As #Bitcoin failed to break out above $76K once more before rolling over, it's worth revisiting the possibility that the low isn't in for this Crypto Winter...

Ceasefire Chaos: Stocks Explode, Inflation Stalls, and Consumers Hit Panic Mode The week delivered yet another whiplash blend of economic resilience and geopolitical chaos, leaving the #StockMarket lurching between panic and euphoria. A stronger‑than‑expected March jobs report briefly steadied nerves, but the Iran War continued to dominate sentiment as ceasefire rumors, threats, agreements, and accusations ricocheted across headlines. Oil prices plunged after a surprise two‑week truce reopened the Strait of Hormuz, igniting a massive equity rally, only for inflation data and fresh Iranian claims of U.S. violations to cool enthusiasm. With consumer confidence collapsing to record lows and inflation stuck at 3% thanks to wartime energy shocks, #investors spent the week trying to price a world where the labor market is firm, the Fed still hints at a 2026 cut, and geopolitics remain the market’s true puppet master. Join me for FREE to take a deeper dive into the news that moved #stocks this week PLUS next week's gameplan: tinyurl.com/WeekInReview399 $SPX $IXIC $DJI #Investing #LongTermInvesting #StockInvesting #InvestingWisdom