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![NeedleStrat Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1932174461123358720.png) NeedleStrat [@NeedleStrat](/creator/twitter/NeedleStrat) on x XXX followers
Created: 2025-07-20 03:09:50 UTC

Since May 27th, The Nag X is up +49.4%  as the growth stock rally continues. 

As a reminder, this is a portfolio containing stocks people won't shut up about. It is rebalanced according to retail sentiment over time. 

Our best performers so far are...
- $ASTS
- $HOOD
- $SOFI
- $AMD
- $RKLB

...Our laggards are...
- $MSTR
- $HIMS

...We also made the following rebalance decisions...
- Additions: $MSTR, $RKLB
- Removals: $PLTR, $OSCR

Overall, we feel pretty good about this portfolio, especially since we have a ton of confidence in our laggards. We do not expect to rebalance too soon, unless something exciting comes our way. 

Let us know what you think and what else you want to see! 

-🪡

Link to July Update:
-

![](https://pbs.twimg.com/media/GwRP8IGW0AAEbYL.png)

XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946769490349629535/c:line.svg)

**Related Topics**
[hims](/topic/hims)
[mstr](/topic/mstr)
[rklb](/topic/rklb)
[hood](/topic/hood)
[$hims](/topic/$hims)
[$mstr](/topic/$mstr)
[$rklb](/topic/$rklb)
[$amd](/topic/$amd)

[Post Link](https://x.com/NeedleStrat/status/1946769490349629535)