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![TimothyTarab Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1343314018740666373.png) Timothy [@TimothyTarab](/creator/twitter/TimothyTarab) on x XXX followers
Created: 2025-07-21 05:14:52 UTC

Changes:

New positions:
$NVMI, $ETON, $SEZL

Exited positions:
Sold all of $OSCR, $LMND, $ASML, $GAMB, $APP

Adjustments:
Trimmed $HIMS

Added slightly to $DCTH

Still holding $TARS, $AXON, $NVDA, $RDDT, $NBIS, $AMZN, $ALAB, $CRMD. Just reshuffled the weights a bit here & there.


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947163344688849235/c:line.svg)

**Related Topics**
[amzn](/topic/amzn)
[nvda](/topic/nvda)
[tars](/topic/tars)
[hims](/topic/hims)
[asml](/topic/asml)
[oscr](/topic/oscr)
[$crmd](/topic/$crmd)
[$tars](/topic/$tars)

[Post Link](https://x.com/TimothyTarab/status/1947163344688849235)