Mohammad Haque @enamul1990: "𝐌𝐚𝐲 𝟐𝟎𝟐𝟔 𝐔𝐩𝐝𝐚𝐭𝐞 Portfolio up +8.63%..."

Germany

𝐌𝐚𝐲 𝟐𝟎𝟐𝟔 𝐔𝐩𝐝𝐚𝐭𝐞 Portfolio up +8.63% YTD up +15.77% This month's strong gains were supported by big moves from $AMD (Advanced Micro Devices Inc) , $NOW (ServiceNow Inc) , $PANW (Palo Alto Networks) , $FTNT (Fortinet Inc) , $MSFT (Microsoft) , and others. $ZS (Zscaler Inc) dropped sharply after earnings, but I think it was an overreaction, and it has already started to recover. 𝐏𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐑𝐞𝐛𝐚𝐥𝐚𝐧𝐜𝐞 𝐔𝐩𝐝𝐚𝐭𝐞 I completely sold our position in $PYPL (PayPal Holdings) at a loss. I think the sector is becoming too competitive for PayPal. I reinvested that capital into $NOW , $ASML.NV (ASML Holding NV) , and $UBER (Uber Technologies Inc.) $NOW is already up 54.25% in a very short time. I never believed that AI was going to kill ServiceNow, so I took the opportunity to buy the stock at a very attractive price after the recent dip. $ASML.NV is up slightly since we bought it, but I believe it will perform well in the long term. The same goes for $UBER , which is currently in the red. Hopefully 2026 will also be a successful year for our portfolio.

Not investment advice. The author may have financial interests in the mentioned instruments.